The Blackmont Group

The Blackmont Group We are dedicated to helping you and your family invest fearlessly and build wealth confidently. There is no cost or obligation for an initial consultation.

At The Blackmont Group we strive to provide you with the very best of both worlds: the investment management services of a large institution paired with the personalized attention of a boutique planning firm. Portfolio strategies and financial analyses are customized to fit the specific needs of your family. Visit our site and send us an email or schedule an in-person visit or Zoom call to learn m

ore about how your family can take advantage of our diverse concierge financial services offerings. We look forward to serving you as you plan and purse your net worth and wealth building goals. Ask us how to get a free personalized asset-map to start getting your financial house in order like never before! Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. The Blackmont Group is neither controlled nor owned by the CFD Companies. For a list of states in which the Creative Financial Designs, Inc. registered representative associated with this page may discuss and/or transact business, please visit www.theblackmontgroup.com

Address

1440 N. Harbor Blvd Suite 900
Fullerton, CA
92835

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+17149872453

Website

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At The Blackmont Group we strive to provide the best of both worlds: the investment management services of a large firm paired with the personalized attention of a boutique practice. Portfolio strategies and financial analyses are customized to fit the specific needs of your family. There is no cost or obligation for an initial meeting. As your local SmartVestor Pro, we focus on providing you with unbiased guidance. We’re teachers at heart and we’re happy to make ourselves available as a resource to you and your family. Download our free app to your smartphone, ‘Blackmont Advisors.’ Stay informed while on the go by browsing our library of short videos and articles on household budgets, investing, taxes, and financial planning. Call our offices or send us an email to learn more about how your family can take advantage of Dave Ramsey’s SmartVestor program. We’re looking forward to understanding how we can better serve you. Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Advisers not licensed in all states. The Blackmont Group and Asset Max are not owned or controlled by the CFD Companies or each other. Neither The Blackmont Group, Asset Max nor the CFD Companies are associated with SmartVestor or Ramsey Solutions. Neither SmartVestor nor Ramsey Solutions recommend or make an endorsement for services provided under the SmartVestor program.

Serving Southern California and Texas with convenient office locations in Fullerton, Mission Viejo, Carlsbad, Houston, and Amarillo. Third party posts found on this profile do not reflect the views of Creative Financial Designs, Inc. and have not been reviewed by Creative Financial Designs, Inc. as to accuracy or completeness. For a list of states in which the Creative Financial Designs, Inc. registered representative associated with this page may discuss and/or transact business, please visit www.theblackmontgroup.com