15-Minute Phone Call - Quick Question/Concern
15-minute phone call to discuss any financial concerns or questions you may have.
Annual Review
Review your overall financial situation, evaluate progress towards your goals and take a look at your investment strategies and financial planning for the future.
In Office Visit - Westlake or El Segundo
1 hour in office meeting - Get guidance regarding your financial goals and concerns. Call to schedule: Westlake/El Segundo 818-264-4072
Introduction Meeting - Phone or Zoom
Introduction to Arista Private Wealth Group and how we can help you make informed decisions regarding your financial goals and how we can enhance your financial well-being.
30-Minute Phone Call
30-minute phone call to discuss any financial concerns or questions you may have.
Zoom Meeting
1 hour Zoom appointment - one-on-one Zoom appointment. During this virtual meeting, we will provide personalized financial guidance catered to your specific needs and goals.
Disclosure
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Robert Baker is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC.