Ross & Mary Hunt, Inc.

Description

For more than three decades, Ross has dedicated himself to parterning with his clients to pursue their retirement dreams. He founded his financial planning practice immediately upon graduating from Miami University, in Ohio, in 1982.

After we agree on the client’s goals, we create an individualized financial plan using our unique Values-Based Financial Planning process. Our plans are designed with the goal to help each client achieve their goals with as little risk as possible and to help provide them with increased confidence. At Ross & Mary Hunt, Inc. our advisers create unique financial strategies, and aim to provide an extraordinary amount of personal service no matter what your profile as an investor may be.

Today, our family and our firm are headquartered in Murrieta, CA and employ several distinctive, hand-picked specialists, well versed in serving our family of clients. We have formed several strategic partnerships with large Wall Street firms including relationships with a number of exclusive institutional money managers. Our goal is to bring state of the art technologies, services, and products to our clients while still providing a warm, personal “cared about” experience.

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