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Tweed Financial Services

2060 Huntington Drive, Suite 1
San Marino, CA 91108
Phone:
  • (626) 588-1520
  • Toll Free: (800) 526-1599
Fax:
  • (626)588-1527

 

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Our Mission Statement:

"To seek to benefit the full financial well being of our clients during their lives and assure that their estate passes on as they desire."

Rusty Tweed

 

We recognize that financial planning is a very complex subject.  At Tweed Financial Services, we feel we must consider not only a client's investments but also the "whole picture" -- their tax situation, income needs, family needs, goals and objectives and risk tolerance.  We prefer to work with clients on a comprehensive basis to assure that they use the investment vehicles and strategies best suited to their goals, given the constantly changing nature of today's financial markets and tax laws.

Our people are chosen on the basis of their dedication to the best interests of our clients and the willingness to go the extra mile to help them. In those areas where we are not expert, we tap into a network of proven professionals for specific advice.

Looking to do a 1031 exchange for potential tax savings?  Come see us or give us a call.

We offer a free financial analysis and consultation for those seeking information to achieve their financial goals.  I invite you to call or email me personally.  We look forward to meeting and working with you.

Call today for a complimentary introductory consultation or for more information. 1-800-526-1599.