1. R William III Chartered Financial Consultant

(760) 423-1102

44875 Deep Canyon Rd Palm Desert, CA 92260

2. National Financial Services

(760) 282-3002

74710 Highway 111 Suite 102 Palm Desert, CA 92260

3. Fortem Financial

(760) 206-8500

44801 Village Court Suite 201 Palm Desert, CA 92260

Learn More

4. David Lautz - Wealth Financial Advisor CLOSED

(619) 380-3753

74-989 Highway 111 Indian Wells, CA 92210

5. Sterling First Financial

(760) 318-2831

74710 Highway 111 Palm Desert, CA 92260

Virtual Family Office and Proactive Planning

6. Edward Jones - Financial Advisor: Deanna Trang, AAMS|CRPC

(760) 674-5749

74911 Highway 111 Indian Wells, CA 92210

Retirement Ready?Try Our Calculator and See!

7. Edward Jones - Financial Advisor: Amy H Jeandron, AAMS

(760) 674-5749

74911 Highway 111 Indian Wells, CA 92210

Retirement Ready?Try Our Calculator and See!

8. Yack Wealth Management

(760) 800-2202

74-785 CA-111 Suite 211 Indian Wells, CA 92210

Call us today to learn more!

9. Radiant Financial Group - Ameriprise Financial Services, LLC

(760) 671-2171

41865 Boardwalk Ste 110 Palm Desert, CA 92211

More info available at FINRA's BrokerCheck website

10. Kevin Mayo - Private Client Advisor

(760) 818-3955

74-989 Highway 111 Indian Wells, CA 92210

11. Edward Jones - Financial Advisor: Chase Kaminsky

(760) 674-9881

41-602 Indian Trail Suite 2 Rancho Mirage, CA 92270

12. Gregory Hill - Financial Advisor, Ameriprise Financial Services, LLC

(760) 671-2171

41865 Boardwalk Ste 110 Palm Desert, CA 92211

More info available at FINRA's BrokerCheck website

13. The Prentice Chung Group

(760) 772-5451

74-199 El Paseo Drive Suite 102 Palm Desert, CA 92260

Strengthening your financial security

14. The Aguirre Wilson Group

(760) 772-5444

74-199 El Paseo Drive Suite 102 Palm Desert, CA 92260

15. RBC Wealth Management Branch - Palm Desert

(760) 772-5440

74-199 El Paseo Drive Suite 102 Palm Desert, CA 92260

Strengthening your financial security

16. Wells Fargo Advisors

(760) 340-3200

74245 Highway 111 Suite 203 Palm Desert, CA 92260

This location does not handle banking transactions

17. Wells Fargo Private Bank

(760) 340-3574

74199 El Paseo Dr Palm Desert, CA 92260

Learn more about Wells Fargo Private Bank

18. Wells Fargo Advisors

(760) 568-3460

74105 EL PASEO PALM DESERT, CA 92260

Contact us to learn more

19. Wells Fargo Advisors

(760) 200-4692

42420 WASHINGTON ST BERMUDA DUNES, CA 92203

Contact us to learn more

20. Fidelity Investments

(800) 544-6983

73575 El Paseo Palm Desert, CA 92260

21. ING Financial Partners

(760) 341-5010

44330 Michigan Ct Indian Wells, CA 92210

22. Ctc Financial

(760) 772-3131

78000 Ste Fred Waring Dr Palm Desert, CA 92211

23. Pamela Plick Certified Financial Planner

(760) 200-8611

45025 Manitou Dr Indian Wells, CA 92210

24. Valley Independent Financial Services

(800) 465-2415

74199 El Paseo Palm Desert, CA 92260

25. Premiere Financial Network

(760) 773-5772

74133 Ste El Paseo Palm Desert, CA 92260