Prestige Financial Advisors

CONNECT

Address:

27225 Camp Plenty Rd., Suite 5
Santa Clarita, CA 91351

Phone:

661.252.4000 or 800.663.6029

Fax/Other:

800.663.4025

A Family-Owned Firm.

Prestige Financial Advisors is an elite provider of retirement, investment and insurance services to thousands of California families and businesses with roots beginning in 1996. Our founder, Jeff McCarty's main philosophy is to provide complete solutions helping our clients in every aspect of their financial lives. We offer an entire spectrum of financial products and services, comprehensive and personalized to you, thus earning us a reputation for excellence in our industry. Making strong commitments to our clients and building life-long relationships are tenets of success at Prestige Financial Advisors.

Jeff currently holds his series 65 - Investment Advisor Representative with Virtue Capital Management LLC, an SEC registered investment advisory firm, CA Life and Health Insurance license, as well as his CA Property and Casualty Insurance License. He is currently in the process of earning AAMS (accredited asset management specialist) designation. Jeff is also a proud member of the National Ethics Bureau and has a rating of “A+” as a registered insurance and financial advisor.

Prestige Financial Advisors is a family-owned firm based on ethics, values and trust. Jeff and his lovely wife Traci, who is also an insurance agent and financial specialist and works with him at Prestige, have merged their family's five children, ages 11-26, together and live in Santa Clarita, CA. Their family are active members of Shepherd Church.