Services
My Service Philosophy
I am dedicated to helping you achieve your financial objectives for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
wes.liang@ceterafs.com (Invest), wes@liangandco.com (Accounting) | (909) 606-8988