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Established in 1976 Call us today at (949) 788-7700
 
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AK Financial Group is a financial planning and investment management firm serving the needs of private investors and corporations. Guided by our conservative, proactive business philosophy, we have developed a highly valued business by focusing first and foremost on client needs. AK Financial Group is committed to providing financial planning and investment products and services that are tailored for each individual or business. State-of-the-art technology supports high levels of personalized service and sophisticated communications applications. At every level of investment planning, AK Financial Group's high service standards remain the cornerstone of our strength.

AK Financial Group offers a personalized approach to financial planning and investment management along with a comprehensive package of products and services custom-tailored to our clients' needs. We provide tools and technologies to help identify, plan and implement your investment strategies. When you work with AK Financial Group, you have the strength and stability of our experienced management team plus the individual attention of your personal financial consultant. Since AK Financial Group takes into consideration a full spectrum of non-proprietary products, we are able to act as unbiased advisers, implementing sound investment strategies for our clients. It all adds up to products and services that help make planning your financial future a little less complicated and a lot more personal.

AK Financial Group offers personalized services to its clients. Each client's situation, options and recommendations are thoroughly researched and presented to them to ensure potential for maximum savings and stability.

 

Securities and Advisory Services offered through LPL Financial Member FINRA/SIPC.

Advisory Services offered through AK Financial Group. AK Financial Group is not affiliated with LPL Financial.

(CA Insurance License # 0748153)

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: : AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY