Ross & Mary Hunt, Inc.

Ross & Mary Hunt, Inc. You have strong values that guide your everyday life, and you should be able to incorporate them into your financial decisions and strategies, too.

Ross and Mary serve the greater Murrieta area with financial planning and wealth management. Ross & Mary Hunt, Inc. has been making the pursuit of financial success of their clients personal for over 30 years - and while the company has grown to be a successful independent investment planning firm, one thing has remained constant – Ross & Mary’s commitment to the professional level of personal ser

vice. Providing the deep resources of a large firm while maintaining a total focus on the unique needs of our clients. Ross Hunt is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.​
www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As we count down to 2026, we’re reflecting on an incredible year filled with growth, gratitude, and great partnerships. ...
12/31/2025

As we count down to 2026, we’re reflecting on an incredible year filled with growth, gratitude, and great partnerships. Thank you for being part of our journey! Here’s to new beginnings, fresh goals, and continued success in the year ahead! ✨

What is a Fiduciary? It means we're legally required to put your goals first. Your financial future deserves a Fiduciary...
12/29/2025

What is a Fiduciary? It means we're legally required to put your goals first. Your financial future deserves a Fiduciary!

ear-end decisions are powerful, they can lock in tax savings, boost retirement readiness, and help position your finance...
12/26/2025

ear-end decisions are powerful, they can lock in tax savings, boost retirement readiness, and help position your finances for greater stability and growth in the year ahead. Read more now!

Make the most of year-end by reviewing contributions, taxes, and benefits. Smart planning now can strengthen your finances and set you up for success in 2026.

Merry Christmas from Ross and Mary Hunt! We hope you have a day filled with joy and good company. We’re sending warm hol...
12/25/2025

Merry Christmas from Ross and Mary Hunt! We hope you have a day filled with joy and good company. We’re sending warm holiday wishes to all our clients, partners, and friends!

‘Twas the night before Christmas… and we’re feeling festive! Wishing all our amazing clients, partners, and friends a co...
12/24/2025

‘Twas the night before Christmas… and we’re feeling festive! Wishing all our amazing clients, partners, and friends a cozy, joyful, and magical Christmas Eve.

Being a Fiduciary means we don’t sell products. We help build your life plans. As fiduciaries, your success is our only ...
12/22/2025

Being a Fiduciary means we don’t sell products. We help build your life plans. As fiduciaries, your success is our only agenda!

Take the next twelve days to break up your year end planning responsibilities. Read our checklist!
12/19/2025

Take the next twelve days to break up your year end planning responsibilities. Read our checklist!

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. Consider breaking up the responsibilities over 12 days, focusing on one each day, and ensuring it gets a comprehensive review.

Today marks the first night of Hanukkah! We hope you have a wonderful eight days filled with joy and time spent with lov...
12/15/2025

Today marks the first night of Hanukkah! We hope you have a wonderful eight days filled with joy and time spent with loved ones.

Curious about taking RMDs? Read more about the "right way" to do it.
12/12/2025

Curious about taking RMDs? Read more about the "right way" to do it.

Extreme stock market volatility lately raises questions about when to take RMDs. Is it better to spread them out during the tax year or wait until year-end? Here's more info.

Address

Murrieta, CA
92563

Opening Hours

Monday 9am - 4am
Tuesday 9am - 4am
Wednesday 9am - 4am
Thursday 9am - 4am
Friday 9am - 4am

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