Services

Looking for personalized help with: a Rollover IRA, Mutual Funds, Index Annuities or 529 College Plans?

Some national financial firms use a cookie-cutter approach which might make you feel like a number. At Titan Financial it's all about you. We are locally owned in Huntington Beach and we have a personalized approach with every client. We will go step-by-step along with you to understand your needs and goals. Then we utilize our 20+ years experience along with the best financial products to help secure your future, help protect your interests and help you reach your goals.

Retirement Planning: 401(k) IRA Rollovers, Traditional IRA, Roth IRA, SEP IRA

Fixed Income Management: CDs, Bonds, Fixed Annuities

Investment Management: Stocks, Bonds, Mutual Funds, Index Annuities

College Savings: 529 Plans, UTMA Plans

Insurance Assessment: Life Insurance, Long Term Care Insurance

Tax & Estate Management: IRA Contributions, Tax Deferral

Submit your: Name, Email & Questions

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Call: 714.840.9283

Titan Financial, we’re there for you.