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TESTIMONIAL

Lupe's Experience with Me

Silvia's Results (Spanish)

At Joel Urquidez Financial Services, we measure success by the peace of mind our clients gain. These stories come from real families and professionals have experienced the transformation of working with a Trusted Financial Planner in Montclair CA. From eliminating debt to securing life insurance and building long-term wealth, their journeys reflect the heart of our mission - personalized guidance, lasting results, and unwavering support.

Get In Touch!

Get In Touch!

Monday - Friday: 9am - 5pm

All rights reserved. This is not an offer to enter into an agreement. Information and programs are subject to change without notice.

PFS

PFS

4650 ARROW HWY, MONTCLAIR CA 91763

joel.urquidez@jomoneymatters.com

(951) 944-0265

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