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  • Brea CA-ANW
    2601 Saturn Street, Suite 100 Brea, CA 92821-6702 T: 657.216.2496 F: 877.512.7885
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Blunt Wealth ServicesBlunt Wealth Services
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Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Read
Read
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
Are student loan defaults a concern for the economy?
8/15/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Five key takeaways from earnings season
8/15/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
Read
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Read
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Cash balance plans: A game-changer for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
When borrowing can be a smart strategy
Borrowing can offer flexibility and align with long-term financial goals.
Markets & Investing
Generating revenue from unused land
Whether you own land already or intend to buy some in the future, here are some ways to make the most of your investment.
Markets & Investing
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.

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

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