OUR FIRM – ArdentOne Financial is a full-service financial advisory firm dedicated to helping our clients create and maintain wealth through long-term, strategic financial management. The focus of our practice encompasses the areas of retirement and estate planning, investment advice and tax reduction strategies. We serve individuals, trusts, corporations and non-profit institutions throughout Los Angeles and Orange Counties.
ArdentOne Financial came about from the shared partnership perspective that passion for the unique client instills focus and clarity in pursuit for the client’s needs.
Our independence enables us to establish working relationships with a number of industry-leading investment firms, bond desks, asset management firms and insurance providers whose services we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.
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.