Service One Financial
Service One Financial (CRD# 149137) is a financial advisory firm headquartered in Lake Forest, CA. They manage $3,000,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$85,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Gary Psotka (CRD# 1209280) is an Investment Advisor Representative working at Service One Financial in Lake Forest, CA and has over 34 years of experience in the finance industry.