About the Business
We offer a highly personalized approach to professional and financial services.
With Plan B Investments, you get a complete financial relationship. We advise clients on ALL of life's financial transitions. We assess your financial risk tolerance and then discuss investments, insurances, mortgages, evolving family needs and essentially everything pertaining to finances.
Much more than a financial advisor - Plan B Investments acts as a coach and a voice of reason. We make sure that our clients make smart choices in what can be confusing and volatile economic environments.
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- Plan b Investments, Inc., established in 2005 as a Registered Investment Advisor / Broker Dealer (RIA/BD), is based on the premise that the investor's needs should be placed first and foremost. Plan B Investments is committed to hands-on involvement and developing a close business relationship with each client by acting as a fiduciary.
- (888) 511-4611
- 4100 W Alameda Ave Fl 3rd, Burbank, CA 91505
- Visit Website
Opening Time
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Mon
9:00 AM - 4:00 PM
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Tue
9:00 AM - 4:00 PM
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Wed
9:00 AM - 4:00 PM
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Thu
9:00 AM - 4:00 PM
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Fri
9:00 AM - 4:00 PM
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Sat
Closed
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Sun
Closed