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OptionsWestFinancial advisor in Rancho Santa Margarita, CA

OptionsWest is a financial advisor at 44 San Mateo, Rancho Santa Margarita, CA 92688.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about OptionsWest
Address44 San Mateo, Rancho Santa Margarita, CA 92688Get directions
Phone(949) 690-9000
Websiteoptionswest100.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment AdvisorsGoogle main category

Service area

Serves Rancho Santa Margarita and 11 towns within 25 miles: Coto De Caza, Mission Viejo, Lake Forest, Foothill Ranch, Ladera Ranch, Laguna Hills, Laguna Woods, Aliso Viejo, Laguna Niguel, San Juan Capistrano and Laguna Beach.

Based in Rancho Santa Margarita, CAView on map

Questions about OptionsWest

What areas does OptionsWest serve?

Serves Rancho Santa Margarita and 11 towns within 25 miles: Coto De Caza, Mission Viejo, Lake Forest, Foothill Ranch, Ladera Ranch, Laguna Hills, Laguna Woods, Aliso Viejo, Laguna Niguel, San Juan Capistrano and Laguna Beach. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact OptionsWest?

Call OptionsWest on (949) 690-9000. The business is at 44 San Mateo, Rancho Santa Margarita, CA 92688. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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