What are the opening hours?

Monday 9am - 8pm Tuesday 9am - 6pm Wednesday 9am - 8pm Thursday 9am - 8pm Friday 9am - 3pm Saturday 9am - 3pm

M&A Investment Services

Helping families build and protect their savings, their wealth, & their livelihood. Additional insurance services offered through M&A Investment Services.

Esteban Muñoz
President | Wealth Manager

M&A Investment Services
20955 Pathfinder Rd., Suite 100
Diamond Bar, CA 91765

Phone 310-387-8864
Fax 909-628-5695
[email protected]

M&A Investment Services provides a platform for financial professionals and clients to meet in person, in an intimate face to face experience of mutual education about how to have success in personal finance. It is m

y goal to help my clients achieve their short, intermediate, and long-term financial goals and objectives. Whether my client is an individual, family, or small business, I work closely with each of them to make recommendations that will help them achieve their financial goals. Recognizing that the goals of my clients change over time, I emphasize an ongoing long-term relationship. M&A Investments Services partners with many organizations that have been established and helping clients for over a century, and through numerous bear and bull markets, recessions, and wars, have remained committed to helping clients reach their financial goals. Believing in a long-term approach, we do not specialize in pushing “hot” trends. Rather, we are committed to a disciplined approach using time proven methods of diversifying your financial plan. If you are interested in learning more, please contact me at 310-387-8864 or by e-mail at [email protected]

Neither M&A Investment Services nor any of its associates or representatives are affiliated with Facebook, nor endorse any of the views, representations or services offered or made by anyone else on this site. Securities and insurance services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and a Registered Investment Advisor. M&A Investment Services and Woodbury Financial Services, Inc., are not affiliated entities. This communication is strictly intended for individuals residing in the states of AZ, CA, NV, UT, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. Woodbury Financial Services, Inc. does not endorse or accept responsibility for the content, or the use, of the web site. assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations.

10/17/2023

We can most certainly do better…

The U.S. Gets a C+ in Retirement Social Security and 401(k) plans leave Americans less secure than retirees in much of the world, a new ranking finds.

Photos from M&A Investment Services's post

10/12/2023

We have had the immense pleasure of working with these ladies for 15 years!

What an honor it has been to see the impact their passion for teaching has had on their community.

We are humbled that they have entrusted us to make sure their future is bright and their retirement is secure.

We do not take their trust and confidence lightly, we take this responsibility very seriously and will continue to work diligently for them to make sure they are never stressed and able to enjoy their retirement.

Congratulations!!! 🎉🎊🎈we wish Mercedes and Jeanette the best always! Everyday is a WEEKEND NOW! Enjoy! 😄🙏🏽🕊️

06/27/2023

Hello Teachers and Educators! Wishing you a fun and relaxing summer! You all have earned it!

Our upcoming schedule for back to school retirement workshops and seminars will be released closer towards the end of summer. ☀️😎

Please be on the look out for us 👀 we will be visiting the following districts:

- Apple Valley Unified School District
- Chino Valley Unified School District
- Claremont Unified School
- Hawthorne School District
- Lawndale Unified School District
- Lennox School District
- Ontario Montclair Unified School District
- Pomona Unified School District

👩‍🎓📜 while you help prepare our youth for their future, let us help you prepare yours!

If you didn’t see your district on this list and would like us to include it comment below and we’ll update our list!

03/09/2023

Happy Women’s Day to all the incredible women in the world! Honoring all you are and all you do to make the world a better place.

11/29/2022

Congratulations 🎉, USA places top two in their first round bracket and advanced to the next round in the World Cup!

Retirement Planning Means More Than Saving in Your 401(k)

08/31/2022

Great article about the importance of planning.

Retirement Planning Means More Than Saving in Your 401(k) Transitioning into this next stage of life takes introspection, not just financial planning, retirement coaches say.

09/21/2021

If anyone knows of a program or teachers involved in organizing speaking engagements, mentorship programs or sponsoring a program of minority student(s) in business please let us know.

M&A Investment Services would like to be an advocate of change and help encourage minority youth to turn their dreams to reality.

We all have a limitless ability to become whatever we choose.

07/03/2021

🇺🇸 Have a Happy & Safe 4th of July!🇺🇸

01/26/2021

There is never a good time to lose a loved one, in this last year it seems that there is no denying the tremendous amount of loss that is around all of us. We realize now that despite these moments of loss, love which is not bound by this world or the next is forever. That is truly the most important part of life, the legacy of love that we inherit or pass on.

Our deepest condolences for the Case family as they grieve the loss of a great man, Father, Grandfather, Teacher, Mentor and so much more. We have had the honor and pleasure of seeing first hand the love and respect that this family has for each other, for others and for life. We went from being associates, to financial advisor, to friends and now what we would consider family. Please help us pray for their family during this time as we ask for God to embrace this amazing man and forever shine his perpetual light on him. Rest In Peace Stewart Case. 😔🙏🏽

Claim ownership or report listing

Want your business to be the top-listed Accountant in Diamond Bar?
Click here to claim your Sponsored Listing.