Ridgewood Investments is a boutique financial advisory firm based in Palos Verdes Estates, CA, offering personalized solutions to help individuals achieve financial freedom and abundance. With a team of experienced professionals, they provide comprehensive guidance on various aspects of financial health, including tax optimization, asset management, risk management, and estate planning.
Going beyond retirement planning, Ridgewood Investments also assists clients with business and succession planning, exit planning, passive income strategies, and legacy planning. Their goal is to educate clients and accelerate the achievement of their individual goals, ensuring a holistic approach to financial well-being.
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