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We look forward to helping you reach your financial goals. Please call us at 800-513-5899 or 949-673-9944 to set up a personal consultation, or take a moment to fill in this simple form. A Banta wealth advisor will be in touch within 24 hours.

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We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>