Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.
Like our name, Perennial, our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation.
See Our Affiliated Offices at:
Malibu Lake/Agoura Hills
1821 Seminole Drive
Agoura Hills, CA 91301
Phone: (310) 589-0577
Fax: (818) 735-0635
Mon-Sun: 8:00 AM - 5:00 PM
Glendale
201 N. Brand Blvd. Suite 200
Glendale, CA 91203
Phone: (747) 215-9679
Fax: (747) 215-9701
Mon-Sun: 8:00 AM - 5:00 PM
