Long gone are the days of calling your stock broker and placing an order to buy or sell. However, if you are looking for guidance in the area of financial planning there still are a few local resources available.
Edward Jones
Jamie Wolcott
41067 Big Bear Boulevard
Big Bear Lake, CA
(909) 866-8422
Financial Systems Co
41456 Big Bear Blvd #1
Big Bear Lake, CA
(909) 866-0737
Nearby Broker/Dealer
National Planning Corporation
34826 Elmwood Lane
Yucaipa, CA
(909) 790-8005
Many of the Life Insurance Agents are also licensed in securities so they can be an additional resource as well. Look for an agent that has the CLU or preferably the ChFC designation behind their name indicating they are a Chartered Financial Consultant.
Another major change underway in the financial industry is the move away from mutual funds in favor of ETFs (Exchange Traded Funds). ETFs are similar to index mutual funds except there are many more of them for any specific sector or even commodity in which you would like to invest. The other nice thing is that ETFs trade just like stocks so you don’t have to wait until the end of the day to get in or out of them. Here is a good list of ETFs if you care to take a look.