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Watercolor style picture of 5 carrots sprouting from the ground.
Seamount | May 16, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Older couple embracing on a boat overlooking a body of water
Seamount | May 16, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Seamount | May 16, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Plan for tomorrow – contact Seamount today.

As your financial partner, our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how.

 

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Office Locations

90 South Cascade Ave, Ste 970
Colorado Springs, CO 80903
Phone: 800.752.8766

14851 N. Scottsdale Rd, Suite 205
Scottsdale, AZ 85254
Phone: 800.752.8766

1111 Bayside Drive, Ste 214
Corona Del Mar, CA 92625
Phone: 800.752.8766

17542 East 17th Street, Suite 460
Tustin, CA 92780
Phone: 714.516.3390

Privacy Policy  |  Disclosure  |  Form CRS

 Seamount Financial Group, Inc. is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. However, such registration is not an endorsement by the Commission.  

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Seamount Financial Group, Inc., a registered investment advisor. Seamount Financial Group, Inc. and SFG Investments are separate entities from LPL Financial. 

Financial Professionals may only discuss or transact business with residents of state(s) and jurisdictions(s) in which they are properly registered or licensed. 

LPL Financial Form CRS

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