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Haussmann Financial

Financial Services
+1 800-773-8700
23201 Lake Center Dr, Lake Forest, California, United States, 92630, Lake Forest, California
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About Haussmann Financial

Haussmann Financial is a fee-only investment advisory firm based in Lake Forest, California. They offer services such as financial planning, portfolio management for individuals and small businesses, selection of other advisors, publication of periodicals, and educational seminars[3]. Their target audience includes individuals, high net worth individuals, pension plans, charitable organizations, and corporations[3]. Haussmann Financial's unique selling proposition is its commitment to avoiding conflicts of interest and providing transparent, client-centric services, ensuring that their interests align with those of their clients[1][3].

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