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  • Brea, CA-ANW
    2601 Saturn Street, Suite 100 Brea, CA 92821-6702 T: 657.216.2496 F: 877.512.7885
    Map and Directions Map and Directions
Blunt Wealth ServicesBlunt Wealth Services

Our upcoming events are always greatly anticipated

Meeting with our team outside the office is a cherished tradition among our clients. We hope you can join us at one of our upcoming events. Most of our events (unless noted) are open to all of our BWS family, friends and the public. We have a convenient RSVP form so you can let us know you’ll be joining us. We’ll make sure we save you a place.

Monthly Coffee Club

The last Friday of every month (except November and December)
In-person and Zoom will be held at the same time.

8 a.m. – 9:15 am

Enjoy coffee and doughnuts on us as we have a brief presentation on current events in the market and economy followed by an informal discussion.

Location: BWS Office – 2601 Saturn St., Suite 100, Brea, CA 92821

RSVP for the in-person Coffee Club
RSVP for the zoom Coffee Club. We will email you the link when we receive your RSVP.

Taco-bout It Tuesday

Second Tuesday of every month

BWS Office - 2601 Saturn St., #100 , Brea, CA 92821

5:30 – 6:30 pm

Come socialize with the BWS team!

Ask any questions that are on your mind - this time is set aside for you! No formal presentation will be done.

We encourage you to stop by and visit even if you don’t have anything specific to ask. You never know when someone else’s question will be something of interest to you! Bring a friend!

In person only - Drinks and snacks will be served!

 

Check out our past events
Simple and Elegant Wealth Management
Blunt Wealth ServicesBlunt Wealth Services
  • 2601 Saturn Street, Suite 100 Brea, CA 92821-6702
  • T 657.216.2496
  • F 877.512.7885
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Blunt Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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