Financial Services for Businesses
ArdentOne Financial provides a variety of services specifically for businesses, including:
- Buy-sell agreements (reviewing and funding)
- Deferred compensation and profit-sharing programs
- Simple IRAs
- 401k, 403b and retirement plan reviews
- Employee benefits programs
- Key person insurance
- Business succession planning
- Business money management and investments
3707 W. Garden Grove Blvd.
Orange, CA 92868
PHONE: (714) 748-2818
FAX: (714) 748-2813
E-MAIL: CLICK HERE
IMPORTANT CUSTOMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. to residents of: CA, AZ, CO, FL, MD, MO, NM, NV, OH, OR, PA,TX a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambrdige and Ardentone Financial are not affiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), Certified Financial Planner (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
**CIR Does Not Provide Tax or Legal Advice**
©2017 ArdentOne Financial - All Rights Reserved.