Financial planning
Hours:
Monday through Friday 8am-5pm. Closed on Federal Holidays.
Driving Directions:
2646 Santa Maria Way, Suite 104 Santa Maria, CA 93455. Located on Santa Maria Way in the El Potrero Plaza near Broadway/Hwy 135
“The Friendships of those we serve, is the Foundation of our success”
We at Advisor Associate believe that the client's interests must always come first. Our business has grown from referrals by serving our clients and the local community with high-quality customer service. Our objective is to make the planning, investment, and retirement process simple and understandable.
Loren Grabau and Clark Stevens are Registered Representatives offering securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC. Advisor Associate and IFG are unaffiliated entities.