1. World Financial Group

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    Pomona, CA

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    World Financial Group

    3.5 (4 reviews)

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    Cona Financial Group

    Cona Financial Group

    (1 review)

    Who wants to talk life insurance and investments!!?? Not me, but with a baby on the way I knew I…read morehad to start something. My husband and I were referred to Cona from a trusted friend. We met with Rich and Kelly and they took their time listening to our needs and goals for our future. They made the process so easy for us! They explained all of our options and now we both have awesome life insurance coverage, and are saving and investing our money the smart way. I'm so glad we found Cona Financial Group. I have no problem referring them to family and friends knowing they are in good hands.

    From the owner: Cona Financial Group is a comprehensive financial planning and wealth management firm. These are…read moresome of the areas we focus on: * Personal financial planning & cash flow management * Retirement planning * Investment advisory services & portfolio management * Life Insurance planning & risk management * Education planning Our clients include people from all walks of life, including: * Traditional & non-traditional families * Newlyweds & new parents * Single parents * Independent women * DINKs - "Dual Income, No Kids" * Retirees and pre-retirees (those who are planning to retire within 5 years) * Business owners & the self-employed * Professionals & highly compensated employees We offer an entirely different financial planning experience. Dynamic, independent, personalized financial advice - without the usual account minimums and conflicts of interest that you've come to expect. If that's what you are looking for in a financial advisor, you have come to the right place.

    World Financial Group - financialadvising - Updated October 2026

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