Our :30 second video explains it simply!
As a veteran of the financial services industry with 25 years of experience as a financial advisor, Greg Ramirez is a registered investment adviser and fiduciary. He started his career as a bank investment advisor before moving on to manage a large and successful credit union investment program. After becoming an independent financial planner, Greg founded Advisors On Call, LLC, in 2013 with the objective of providing his clients with a full range of wealth planning and management services through a network of collaborative professionals.
"In our diverse and fast-paced region, I know everyone's needs are different, so feel free to connect with me personally at your convenience to discuss any short or long-term planning needs you've been thinking about. I'd be happy to share some ideas with you."
-Greg
23276 South Pointe Drive, Suite 209
Laguna Hills, CA 92653
Investment advisory services are offered through Greg Ramirez at Advisors on Call, a California state-registered investment adviser. Fixed insurance products are offered by Greg Ramirez, CA Insurance License # 0C33435. The information provided on this website is for educational purposes only and should not be considered as personalized investment advice.
Nothing contained herein constitutes legal, tax or investment advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Advisors on Call, LLC for services, execution of required documentation, including receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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