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Over 314 reviews for
Coto De Caza Financial Planners from people just like you.

F
"Here's the timeline of actions and inaction that has
to where we find ourselves today: 9/26/14 - Contact Ohel/Duncanabout taking over" financials - explains circumstances 9/27/14 - Phone conference- Mr. Ohel indicates he will expedite financial plan to be able to make financial and investment decisions, estimates 4-6 weeks. Funds transferred will be kept in holding accounts until that is reviewed. 9/29/14 - Mr. Ohel sends forms to complete send in 9/30/14 - All completed documents and supporting account statements returned to Mr. Ohel 10/6/14 - Funds transferred from First American Bank to Ohel-
Group 10/8/14 - Mr. Ohel puts funds in insured money
account as agreed, pending review of financial plan and decision on investment direction 11/26/14 - All stocks and funds arrive at
, placed in
account as is - pending financial plan and decision on investment direction. 12/1/14 - Mr. Ohel emails to see if we would be able to review completed financial plan on 12/17 or 18. . 12/2/14 - We advise Mr. Ohel of impending surgery on 12/9 12/26/14 - Email Mr. Ohel and update him on results of surgery and pathology report and the impact it will have on hwork and on income. Ask for presentation of financial plan and investment decisions by mid January as after that will be in active treatment. Also advise Mr. Ohel that email is best way to contact us. 1/12/14 - Emails Mr. Ohel again (after no response to 12/26 email) - asking for presentation of financial plan so that investments could be made. Ask for info to transfer 401K 1/13/14 - Mr. Ohel assistant, who was cc'd on 1/12 email, responds with information on 401K transfer 1/13/14 - Mr. Ohel emails with questions needed to finalize financial plan to review prior to investment decision 1/13/14 - Respond to Mr. Ohel's questions, and gives clarification to items that are incorrect, including
's earning capacity, lack of college funding needed for graduate children, fact that condo was sold in 2013 and was not an asset. Refers Mr.Ohel to re-read email in same chain from 12/26 with additional details. 1/17/14 - Email Mr. Ohel asking for update on delivery of financial plan and status of all funds within the account. 1/20/14 - Call Mr. Ohel's office to try and contact, leaving message to please email response to recent emails asap.. 1/21/14 - Sister of client speaks to Mr. Ohel on our behalf : "He said that they are ready to move forward with your financial plan but he needs to speak to you and
first to make sure that you are both comfortable with their recommendations." 1/26/14 - Mr. Ohel emails to request time in mid-February to present plan and recommendations 1/26/14 - Respond to Mr. Ohel, indicating husband will be in treatment in mid February and asks again if plan is complete and would like to review that week. 1/26/14 - Mr. Ohel responds that he will be reviewing financial plan the following morning and after that will have a better idea of when it and investment recommendations will be ready. He asks to speak by phone that evening. 1/26/14 - Call Mr. Ohel that night per he request. Asks what is happening with money/stocks..still in holding accounts as they had been...that we do not want any stock sold until then. Mr. Ohel responds that all stock had been sold and put into their "program". Inform Mr. Ohel he did not have the approval to do so as they had not reviewed the plan yet. Establish date of February 5 @ 11:00 a.m. to review financial plan and recommendations. 1/27/14 - Stocks and funds from the Fidelity account actually sold - after Mr. Ohel was told we had not wanted that done and he had mis-stated that it already had occurred. Additionally, that entire week, the news and financial media were touting that Apple was indicating they were going to beat industry predications for fiscal Q1 2015. That report was released at 3:30 California time. The next day, Apple stock
5% and had continued its upward trend. 231 Apple shares were sold at $110.76 per share. Close on 2/6 was $118.93. Loss due to unauthorized sale: $1,887.00 2/4/14 - Receive hard copy of financial plan in preparation of call. On review, errors identified from email questions and others are still present - with investment recommendations, net worth and investment recommendations based on incorrect information. Call Mr. Ohel to question how that could happen - expresses stronglyconcern as to how much attention is being paid to their account, needs and expressed wishes. 2/5/14 - Email Mr. Ohel following up on items discussed on the phone the previous evening, posing specific questions and asking for answers before close of business. Mr. Ohel advised he was in meetings and traveling over the weekend and would get back to us next week. After Mr. Ohel does not respond, we made the following request: As we have lost 4 valuable months of investment time and investments were made without our approval or review, I ask that you do the following to make us whole: Waive any fees for your services Repurchase 231 shares of Apple stock, with the price differential from your sale to current value your financial r responsibility (approx. $2,000) Liquidate any investments you have made with cash with no fees and return cash of $150,000 to our First American Bank account Liquidate any investments you have made in my
account and return the exact amount of cash transferred (less the Apple stock value in October) with no fees charged to my Fidelity account 2/6/14 -Mr. Ohel responds that he no longer fills he is a good fit for our business. Turns account over to manager who advises that we have to pursue complaint process with
to address request which we are advised will take 6+ weeks.

-Gloria H.

F
"I contacted the company using the website/email service. They did response within two days asking me to fill out a DETAILED questionnaire which included banking," investment, and other personal information. I would have no problem doing this, but first I wanted to basic information about the company. I replied to their first email asking them what their "Fee Schedule" was. The NEVER responded ! I feel a financial service company should be open and honest UPFRONT ! My wife and I can not work with a financial service company who will not work with us the way we want and ONLY the way THEY want. If we can't trust them on this
matter how can we trust them with our money and retirement plan?

-Ronald W.

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Financial Advising reviews in Coto De Caza

A

Rating
We recently moved to Arizona from out of state and needed our estate documents brought into compliance with Arizona law. We had inquired with an attorney's office referred by family members, and the cost was going to be around $1,500. The attorney also requested detailed information on all our investments. We thought that was overkill for what we needed.
We found
Coto De Caza Financial Planners Provider Name Locked
through Angie's List, and it seemed he was in line with exactly what we were looking for.
He responded quickly and we arranged to meet. He came to the house to meet us and explained different approaches that would save our survivors time and trouble. He then requested minimal information that was pertinent to the disbursement of our estate. About a week after we provided the information, he visited again with all documents prepared for signature.
And he provided much more than only the estate documents. He provided a binder that also included information our designees would need in the event of one of us passing - financial accounts, insurance policies, mortgages and loans, document locations, contact information, medication lists and doctors, pet information, etc. It's an executor handbook that allows us to have everything in one place.
We have everything we need at 1/5 of the price of an attorney. The whole process from first to final meeting took 2 weeks.
Coto De Caza Financial Planners Provider Name Locked
is a very nice young man, and we found him to be a pleasure to work with. What else can we say - he's terrific.
- Elaine S.
F

Rating
We went to the seminar in October 2014, and told them we would like to talk to them about using the service. We waited., and waited. OK the Holidays are busy, but they'll call. Nothing.
January we e-mailed them a couple of times and got no response. February we call and leave a message. Couple weeks later we get an e-mail from
Coto De Caza Financial Planners Provider Name Locked
saying they'll call. No call. We e-mailed back and then he called. Apologized, he had been out sick.
OK, they said they would e-mail us a package and set up an appointment for 3/9/15. The ninth rolls around and we have heard nothing. So we called and told Mr.
Coto De Caza Financial Planners Provider Name Locked
we were cancelling and why. He said he had told his assistant to send the information out, and they are a good company and that they would be fine without us.


- charles W.
N

Rating
After making an appointment he was punctual by actually being 5 minutes early. His presentation was extremely impressive with his depth of financial planning knowledge. My wife and I have already recommended him to 4 of our friends.
- Michael P.
A

Rating
Very professional and knowledgable. Understood my interests and answered questions satisfactorily. I felt secure in leaving my decisions in their capable hands. They managed to help me protect my earnings and
- Susan A.
A

Rating
What stands out is the personalization of the financial situation. Looking at our need specifically and helping us to set goals to meet our short term and long term needs. we've been using them about 3 years.
- Terri B.
F

Rating
inDarrel does a Retirement Planning radio show on a local station. I have listen to him for years. My wife and I decided it was time to work on our retirement plan and I have impressed with things
Coto De Caza Financial Planners Provider Name Locked
has said in the past. I sent an email to his website with fairly detailed financial summary of our situation. I asked him for some basic question like: (1) Do you do Trusts, (2) Do you do Wills, (3) Roughly how much would the Retirement Plan cost? I received an email asking for my telephone number so they could contact me via a phone call. I replied I "preferred" to us emails for the initial phase of the plan. I heard nothing from the person.
I then asked for
Coto De Caza Financial Planners Provider Name Locked
's private email address that only he would read. I got his email address (at least I hope it was his). I told him what happened with the first person and asked him to assist me with the initial phase using emails. I have NOT heard back from him since I sent the email to him.
I feel any Financial Planning company that will not work with the customer is no one I can trust to help us with our Retirement Planning.
I "REALLY" don't understand why they are unwilling to work with us. I will have to look for a different company now.
- Ronald W.
A

Rating
He is great. He is dependable. He is extremely knowledgeable. He has given us advice about investments that have been extremely helpful and right on target. We are in a great financial position because of his advice. He has helped us through our retirement and made sure that we’re invested properly. He is easy to work with.
- PAMELA W.
A

Rating
I've been working with
Coto De Caza Financial Planners Provider Name Locked
and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial plan/needs. Over the years he's adjusted and added services as my needs changed. We started with
Coto De Caza Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Coto De Caza Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Coto De Caza Financial Planners Provider Name Locked
whether just starting out in your career, getting close to retirement or anywhere in between
- david G.

Financial Planners in Coto De Caza, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

123TitleLoan

20035 Vanowen St

24 Hours Bail Bonds Los Angeles

1615 Wilcox Ave. #3411
Hollywood

2nd Chance Credit Repair

2309 Farrington Place

3 Pointe Financial

8001 Irvine Center Dr
Irvine

30 DAY CREDIT REPAIR

Plaza Tower 600 Anton Blvd
Costa Mesa

A A A Medical Billing Services

18662 MacArthur Blvd #455
Irvine

A Notary 4 U

814 Via Alhambra
Laguna Woods

AAA Diversified-Financial

28039 Scott road
Murrieta

Academy Mortgage

391 North Main St.
Corona

Academy Mortgage

43471 Ridge Park Dr
Temecula

Academy Mortgage - Ontario

3333 Concours, Bldg. 1
Ontario

AccountingTree-CPA

7615 Glade ave.
Canoga Park

ALACTIC SYSTEMS

PO Box 5606
Playa Del Rey

Alan Mehdiani, CPA

18075 Ventura Blvd
Encino

Aligned Advisors

888 Prospect St.
La Jolla

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Alternative Business Funding

1121 Hewitt St
San Fernando

Alternity Investment Advisors

2901 W Coast Hwy Ste 200
Newport Beach

American Tax IRS Attorney Experts

445 South Figueroa Street
Los Angeles

Ameriprise Financial

27537 Commerce Center Dr. #102
Temecula

AMG Legacy Planning

10100 W Sample Rd

Antonio Financial Group

19200 Von Karman Ave.
Irvine

Appraisers National Association

6771 Warner Avenue
Huntington Beach

Arete Wealth Management

20750 Ventura Blvd #202
Woodland Hills

Arthur Douglas Insurance Services

3944 Kentucky Drive Unit 11
Los Angeles

Artists Business Management Group

21700 Oxnard St
Woodland Hills

ASRI LLC

9402 Darrow Dr
Huntington Beach

Atlantis Law, LLP

9330 Baseline Rd Ste 201
Rancho Cucamonga

Bache Capital Management

180 S Lake Avenue, Suite 300
Pasadena

bankcard club

17171 E Gale Ave #110
Hacienda Heights

Bart Zandbergen, CFP

26041 Acero, Suite B
Mission Viejo

BCH Consulting Inc.

2100 Main Street
Irvine

Benveniste Insurance

1355 Westwood Blvd. Suite 209
Los Angeles

BERNSTEIN SAMUELS & CO

16430 VENTURA BLVD
Encino

BetaFrontier, LLC

156 W Superior St

Betteroffers.com

585 E Los Angeles Ave. Suite E
Simi Valley

Boost Credit 101

3773 E Cherry Creek N Dr

Brenda Soto Bryan Insurance Agency - Allstate

4202 Atlantic Ave, Suite 201
Long Beach

Brende and Lavitt, Ameriprise Financial Services

11150 W Olympic Blvd, Ste
Los Angeles

Buffalo Debt Consolidation

3795 S Western Ave

Business Edge Inc.

2100 Montrose Ave #502
Montrose

BusinessFinanceStore

200 Sandpointe Ave.
Santa Ana

Buy Sell Annuity

22431 Antonio Parkway

CABOURNE AND ASSOCIATES

1460 VIA CORONA
La Verne

CALIFANO FINANCIAL GROUP

755 W 9TH ST
San Pedro

California Educators

21550 Oxnard St. Suite 460
Woodland Hills

Call4Bail Bail Bonds

970 W. 17Th St
Santa Ana

Calpars Wealth Management

655 N. Central Ave. 17th Floor
Glendale

capital Debt Consolidation

24670 Washington Avenue

Capital Gold Group, Inc.

21700 Oxnard St.
Woodland Hills

Capital Oversight Inc

2118 Wilshire Blvd
Santa Monica

CarFinance.com

7525 Irvine Center Dr
Irvine

cashtexters.net

6462 Westwood St
Moorpark

CDACA

22342 Avenida Empresa Ste 235
Rancho Santa Margarita

Central Finance, LLC

1255 north orange drive
Los Angeles

Chabot Wealth Management

11810 Sebastian Way Suite 105
Rancho Cucamonga

Christiansen Capital

705 Pier View Way
Oceanside

cisco credit services inc

3941 s bristol st suite 330

CLARIDGE Accountants & Advisors

450 N. Brand Blvd.
Glendale

clear roads Debt Consolidation

23881 Sunnymead Boulevard

Collection Agency - KB American Group

1825 N Vermont Ave # 292553
Los Angeles

College Planning Experts

28494 Westinghouse Pl
Valencia

CompanyBooks

PO Box 13
Seal Beach

Cona Financial Group

2120 Foothill Blvd
La Verne

CORNERSTONE EXCHANGE SVC LTD

1 CITY BLVD W
Orange

Corona Del Mar Tax Pro

2865 East Coast Hwy
Corona Del Mar

CorrectACredit

2122 S. Grand Ave Suite A
Santa Ana

Creditier, Inc.

10940 Wilshire Blvd. Ste. 1600
Los Angeles

CreditWise

14449 Califa St
Van Nuys

Crestico Funding

22935 Ventura Blvd.
Woodland Hills

Crestico Realty

22935 Ventura Blvd
Woodland Hills

Crossroads Planning

333 City Blvd W
Orange

Cutting Edge Bankcard Services

1322 Bell Ave Suite 1-L
Tustin

cyafinancialservices.com

410 S. Melrose Dr., Ste 210
Vista

DALTON, MATHIAS & DEEVER, CPAs , LLP

21601 DEVONSHIRE ST
Chatsworth

Darbe Nokes - The Credit Gal

5023 Parkway Calabasa
Calabasas

David Newell Insurance Agency, Inc

4740 Green River Rd
Corona

DCH TUSTIN ACURA

9 AUTO CENTER DR
Tustin

Debt Consolidation Loans Companies

44489 Town Center Way, D367
Palm Desert

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DebtSettlement.com

861 Parkview Dr N
El Segundo

discount Debt Consolidation

86 East Colorado Boulevard

DMN Tax & Financial Services

27630 Commerce Center Dr
Temecula

Don Fitch, CPA

74-478 Highway 111 #3
Palm Desert

Doug Davis - Alpine Mortgage Planning

3030 Old Ranch
Seal Beach

Downtown Debt Consolidation

1118 E Los Angeles Ave

Dream World Financial

12036 Bartlett Ave
Adelanto

Dunlap Wealth Management Group

14074 Trade Center Dr

DVBE Insurance & Financial Services

4505 Allstate Drive
Riverside

DW INVESTMENT GROUP, INC.

1720 E. Garry Ave., #220
Santa Ana

Eagles Club

Canoga Park

Easy Payday Loans

931 North Vignes Street
Los Angeles

Easy Payday Loans

211 S La Brea Ave
Los Angeles

EDWARD JONES

23569 SUNNYMEAD RANCH PKWY
Moreno Valley

elect Debt Consolidation

1787 South Victoria Avenue

Elite Debt Consolidation

199 S Glassell St

Elite Debt Consolidation

135 East Foothill Boulevard

Elite Financial, LLC

PO Box 1318
Yucaipa

Elokim Bail Bonds

14801 Beach Blvd
Westminster

Emeritus Senior Living

737 Magnolia Ave
Corona

Emil Estafanous, CPA

12501 Imperial Hwy
Norwalk

EquipmentLeasing.org

19800 MacArthur Blvd.
Irvine

Erman Retirement Advisory

3020 Old Ranch Parkway
Seal Beach

Exclusive Tax Services

5007 1/2 W Pico Blvd
Los Angeles

Executive Marketing Group

8306 Wilshire Blvd. Ste. 2018
Beverly Hills

express realty & property management

130 W. Walnut Ave
Perris

Fidelity Management Services, Inc.

9310 Topanga Canyon Blvd
Chatsworth

Financial First Aid

790 Beaumont Ave Suite106
Beaumont

Financial Management Network

26041Acero
Mission Viejo

Financial Strategic Resource Group

7300 Alondra Blvd. Suite 203
Paramount

First Team Real Estate

6475 E Pacific Coast Hwy
Long Beach

First Tier Marketing

10601 Civic Center Dr Ste 100
Rancho Cucamonga

Focus CPA

135 S. State College Blvd. Ste #255
Brea

Freyman CPA, P.C.

40 Exchange Place

Fullerton Business Service

216 E. Commonwealth Ave.
Fullerton

Geisbauer Wealth Management

5743 Corsa Ave.
Thousand Oaks

Gerber & Co., Inc CPAs

1880 Century Park East, Suite 200
Los Angeles

Glendale mountains Debt Consolidation

149 South Brand Boulevard

GLORIA ORTIZ BUSINESS SVC

18645 Sherman Way Ste 101
Reseda

GoBusinessPlans

529 S Broadway, Suite 4024
Los Angeles

Goldline, LLC

1601 Cloverfield Blvd
Santa Monica

GPS Appraisal Services

466 Foothill Blvd
La Canada Flintridge

Grand Tree Debt Consolidation

657 South Oxnard Boulevard

Greenbrier Wealth Management of Raymond James

3027 Townsgate Road
Westlake Village

Greenpath Funding

26800 Aliso Viejo Pkwy
Aliso Viejo

GTW: The QuickBook Queen

99 S Anaheim Blvd
Anaheim

Guardian Direct Insurance

16242 Whittier Blvd.
Whittier

Hall & Company

111 Pacifica Ste 320
Irvine

Hargrave & Associates, LLC

11883 Annandale Rd
Yucaipa

HARONIAN INSURANCE & FINANCIAL

7345 Topanga Canyon Blvd
Canoga Park

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

hidden valley Debt Consolidation

101 Hidden Valley Parkway

Holmes & Associates, CPAs

400 Oceangate Ave
Long Beach

HORIZON PROPERTY GROUP

PO Box 3218
Ontario

Horizons Financial Solutions

3127 N Oxnard Boulevard
Oxnard

Hornstein Investment Group

20335 Ventura Blvd
Woodland Hills

IA Financial Enterprises

1159 Coronado
Los Angeles

iBank

3090F Pullman St
Costa Mesa

iCard360.com

Los Angeles

IGM Auto Repair

6205 Kester Ave
Van Nuys

illustrious Debt Consolidation

14349 Pioneer Boulevard

INDEPENDENT CAPITAL MANAGEMENT

2716 Ocean Park Blvd.
Santa Monica

Insignia Mortgage

9595 Wilshire Blvd
Beverly Hills

Integrity Assets Group Inc.

8641 Kempster Ave
Fontana

IRS Tax Help Team

1201 S Beach Blvd
La Habra

Irvine Advisors LLC

9940 Research Dr.
Irvine

iServe Residential Lending, Tustin

515 E. 1st Street, Suite H
Tustin

J Cruz Insurance

5101 E La Palma Ave Ste 104
Anaheim

J Financial

2146 W Avon Cir
Anaheim

James Valle & Company, CPAs

4540 Campus Dr. Suite 118
Newport Beach

JAY SHAPIRO CPA

10635 SANTA MONICA BLVD
Los Angeles

JERRY W BYRD CPA

41412 WILLOW RUN RD
Temecula

JK FINANCIALS

2931 S Sepulveda Blvd Ste F
Los Angeles

John E. Bennett, CPA

25001 The old Road
Stevenson Ranch

John Galea State Farm Insurance

1102 East Chapman Avenue
Fullerton

JRW Investments

251 S Lake Ave
Pasadena

Julia Kim : Call Realty

433 Via Corta
Palos Verdes Estates

K&A Financial Services

1224 south glendale ave
Glendale

KB Associates CPA

9710 Vanalden Ave
Northridge

Keller Williams Realty - Encino / Sherman Oaks

The Cindy Estates Group, 1930 Rinaldi Street
Encino

Kensington AMI

2600 W Olive Ave Fl 5
Burbank

KIM R COYLE CPA & ASSOCIATES INC

13272 EUCLID ST
Garden Grove

King of Taxes

33 E Ortega St
Santa Barbara

LA Business Connect

2000 Riverside Drive
Los Angeles

Laguna Beach Tax Pro

303 Broadway
Laguna Beach

Lakeside Financial Services

14607 Ramona Blvd. Unit C
Baldwin Park

LANDWOOD TITLE CO

1403 N TUSTIN AVE
Santa Ana

Law Office of Christine A. Wilton

5011 Argosy Avenue
Huntington Beach

Law Office of Jacobson & Associates

3580 Wilshire Blvd. # 1600
Los Angeles

Law Office of James Burns

120 Vantis, Suite 300
Aliso Viejo

Law Office of Phil Shekerlian

2967 Michelson Drive Unit G316
Irvine

Law Offices of Robert L. Firth

30877 Date Palm Drive
Cathedral City

Leading Debt Consolidation

120 East Palm Avenue

Legalshield

667 w Bowen rd
Perris

Leiman & Associates

41955 4th St
Temecula

Liberty Tax Service

546 N Azusa Ave
Azusa

LIGHTHOUSE FINANCIAL SERVICES

3000 E BIRCH ST
Brea

LiliPad Publishing Company

20115 Quixley Street
Carson

Los Angeles Firemen's Credit Union

815 Colorado Blvd.
Los Angeles

Lowell, Blake & Associates

141 Tremont Street

Lpines

4000 MacArthur Blvd Suite 900
Newport Beach

LPL Financial Services

500 N State College Blvd
Orange

M Clark Financial

74-770 Highway 111
Indian Wells

Madison Debt and Tax Relief

100 Wilshire Blvd.
Santa Monica

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARES MORTGAGE

32172 CAMINO CAPISTRANO
San Juan Capistrano

Matt Hawkins State Farm Insurance

16956 Bear Valley Road
Victorville

Maven Financial

5700 Etiwanda Ave
Tarzana

McClure Investment Management, L.L.C

158 N. Glendora Ave Ste N
Glendora

Megastar Financial Corp

930 Executive Way Ste 125
Redding

Meir Tax

7587 Burnet Ave.
Van Nuys

Members Only Financial

3800 Orange St. Suite 280
Riverside

Michael Leonard - Merrill Lynch

9560 Wilshire Blvd
Beverly Hills

Michael Leonard - Merrill Lynch

9560 Wilshire Blvd
Beverly Hills

Michael Snowhite

21550 Oxnard St. Suite 460

Mike Habib EA Tax Services

13215 Penn St Ste 329
Whittier

Mizz Bizz Management LLC

21550 Oxnard Street
Woodland Hills

Modern Accounting Solutions

po box 2093
El Segundo

Montana Capital

12114 Sherman Way
North Hollywood

MORGAN STANLEY DEAN WITTER

335 N MAPLE DR
Beverly Hills

Morgan Stanley The Lubin Group

609 Deep Valley Drive Suite 400
Rolling Hills Estates

Mortgage Fee Coach, Inc.

15615 Alton Parkway
Irvine

Municipal Bond Specialists

819 Commonwealth
Venice

My Portfolio Guide, LLC

3020 Old Ranch Parkway
Seal Beach

NCH Wealth Advisors

1661 E Chapman Ave
Fullerton

Neal M. Rimer, Esquire

16055 Ventura Blvd
Los Angeles

new age Debt Consolidation

9645 East Foothill Boulevard

New Era Debt Solutions

PO Box 2863
Camarillo

New Logo Debt Consolidation

14755 7th St Ste E

NEW YORK LIFE INSURANCE CO

801 N Brand Blvd
Glendale

NLY Investment Advisor

12 Lago Norte
Irvine

NORTHWESTERN MUTUAL FINANCIAL

515 S FLOWER ST
Los Angeles

Novotny Appraisal Services

8840 Huntington Dr
San Gabriel

NR Accounting

Whittier
Whittier

Nsahlai Law Firm

3460 Wilshire Blvd, Ste 1220 Los Angeles, CA 90010
Los Angeles

OC Debt Consolidation

4234 Barranca Parkway

Orchid CPA

2500 Broadway, Suite F-125
Santa Monica

Pacific Business Capital Corporation

245 Fischer Avenue
Suite A1costa Mesa

Pacific Coast Alliance Corp.

437 Calle Empalme
San Clemente

PACIFIC FINANCIAL PLANNERS LLC

27001 Moulton Parkway
Aliso Viejo

Pal Agency

16770A Charmel Ln
Pacific Palisades

PanXpan

135 S. State College Blvd.
Brea

Partners Financial & Real Estate

19600 Fairchild Rd #150
Irvine

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

Perennial Financial Services

11620 Wilshire Blvd
Los Angeles

PINNACLE FUNDING

PO Box 5445
Norco

PitchStreet.com

Beverly Hills

PlanPrep - Practical Financial Advice

5195 Corte Estima, #110
Camarillo

Playas Debt Consolidation

12925 Main Street

Preferred Debt Solutions

564 N Bellflower Blvd Unit 211
Long Beach

Prime Debt Consolidation

130 West Chapman Avenue

PRIMERICA FINANCIAL SVC

647 N MAIN ST
Riverside

Priority Financial Network

5016 Pkwy Calabasas
Calabasas

prominent Debt Consolidation

8236 Firestone Blvd

PROMPT APPRAISER & CONSULTANTS

2371 Silver Oak Cir
Corona

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd
Rancho Cucamonga

Providence Capital Funding, Inc

3020 Saturn Street
Brea

Pullen Insurance Agency

2902 Washington Ave
Santa Monica

Pure Wealth Management, Inc.

10900 183rd Street, Suite 215
Cerritos

Pysnik Financial

22632 Golden Springs Drive
Diamond Bar

Quickest Cash Advance and Payday Loans

7020 Melrose Ave
Los Angeles

QUINT TAX SERVICES

5845 IMPERIAL HWY STE B
South Gate

QuoteHero

5115 Douglas Fir Rd
Calabasas

RCB Enterprises

West Covina

Re/Max Innovations

1037 W. Arrow Highway
San Dimas

regal Debt Consolidation

1816 Newport Blvd

Regatta Capital Group

2321 Rosecrans Ave
El Segundo

Rescue One Financial

Business Center Dr
Irvine

Retirement Thru Design

21550 Oxnard Street, Suite #300
Woodland Hills

reverse mortgage qualified

2279 eagle glen pkwy
Corona

Rhonda Shader State Farm Life Home Auto Insurance

1105 W. Orangthorpe Ave
Fullerton

ROBERT E TOPP & CO

2700 N MAIN ST
Santa Ana

Rogers & Meador

2573 Diamond Dr
Chino Hills

Roque and Associates

245 S Los Robles Ave
Pasadena

Rumbold Financial & Tax Advisory

17461 Irvine Blvd Ste G
Tustin

RYKAT Financial

5520 E. Second Street
Long Beach

S P Johnson Group

2025 Delaware Ave

Sabeti Insurance & Investments

23591 El toro rd, #294
Lake Forest

Sandra Garcia State Farm Insurance

3530 E. Chapman Ave.
Orange

Sariol Legal Center

1600 N. BROADWAY, SUITE 650
Santa Ana

Save Financial,Inc

2081 Business Center Dr
Irvine

Scott Trade

831 N Douglas St
El Segundo

Seiler & Associates

3452 E. Foothill Blvd
Pasadena

Senior Funding Associates-MONTY SIMONS

23801 Calabasas Rd.
Calabasas

SHOWCASE INVESTMENTS, INC.

1313 Foothill Blvd, Suite 4
La Canada Flintridge

Sierra Debt Consolidation

8132 Sierra Avenue

Silva Insurance

433 N Camden Dr
Beverly Hills

Simple cash car loan

16209 Victory Blvd #312
Van Nuys

Siu Tax Service

1475 S State College Blvd
Anaheim

Southern California Law Advocates

11801 Pierce St.
Riverside

Southern California Law Advocates

333 City Blvd. West 17th Floor
Orange

Spotprice4gold

16349 harbor blvd
Fountain Valley

St. Clair & Associates Law Offices

2438 Ventura Blvd. Suite B
Camarillo

Stamos & Gentile Certified Public Accountants

17871 SANTIAGO BLVD
Villa Park

Stan DiLiberto CPA CFP

12501 Seal Beach Blvd Suite 200
Seal Beach

State Farm

233 N Harbor Blvd
San Pedro

State Farm Insurance

73241 California 111
Palm Desert

State Farm Insurance

14829 Hawthorne Blvd, Ste 200
Lawndale

State Farm Insurance - Charline Espinoza

1100 Pacific Coast Highway
Hermosa Beach

State Farm Insurance - Tustin

17395 17th St. Ste. F
Tustin

Steel Peak Wealth Management

21550 Oxnard Street
Woodland Hills

Steve Castner Insurance Agency Inc.

2651 E Chapman Ave
Fullerton

Steven J. Williams, CFP

39 Bolinas
Irvine

Steven Y Son, CPA

2463 West 208th St. Suite #205
Torrance

Strategic Tax Planning

26211 Virtuoso
Irvine

Stride Investment Management, LLC

1029 State Street, Ste 200
Santa Barbara

Student Loan Systems

15941 Red Hill Ave

Sturm Criminal Law

515 South Flower Street
Los Angeles

Super Tax and Bookkeeping Service

PO Box 570876
Woodland Hills

Surf City Financial Group

17011 Beach Boulevard, Suite 900
Huntington Beach

Szulc and Szulc Corporation

4656 Blackfriar Rd
Woodland Hills

Tax Resolution Advocates

43980 Mahlon Vail Circle # 1904
Temecula

Taxplanner1040.com

4640 Admiralty Way
Marina Del Rey

Taycor Financial

5120 West Goldleaf Circle, Suite 100
Los Angeles

TelecommutePro.com

Los Angeles

Terrific Debt Consolidation

6735 Brockton Avenue

The Average Guy

4265 1/2 Garthwaite Avenue
Baldwin Hills

The Bankruptcy Whisperer

43471 Ridge Park, Ste. A
Temecula

The Costa Mesa IRS Tax Lawyers

725 Baker Street
Costa Mesa

The El Monte IRS Tax Group

11990 E Garvey Ave
El Monte

The Gooden Group

6100 Center Drive
Los Angeles

The Insurist

11301 West Olympic Boulevard, Suite 816
Los Angeles

The J and K Group

Rancho Cucamonga

The Kaplan Group

2943 Hadding­ton Drive
Los Angeles

The Los Angeles American Jewish Agency

7225 Hollywood Blvd.
Los Angeles

The Obsidian Group

3800 Orange St. Suite 280

The QuickBooks Guru

800 Rancho Road
Thousand Oaks

The Rivas Firm, Inc.

1047 W 6th St
Ontario

THOMAS F PALMERI CPA

9328 Elk Grove Blvd
Elk Grove

Thomas Investment Management

5242 Ramsdell Ave
La Crescenta

Thousand Oaks Insurance Agency

3525 Old Conejo Road suite 120
Newbury Park

TideRock Financial

30 Enterprise, #190
Aliso Viejo

Title Loans Express

429 W. 1st st.
Tustin

Title Loans Express

2214 Vesper Cir Ste E2
Corona

Title Loans Express

827 N. Harbor Blvd
Fullerton

Title Loans Express

333 South Hope Street,
Los Angeles

Top flight Debt Consolidation

130 West Lincoln Avenue

top notch debt Consolidation

2660 E Thousand Oaks Blvd

TOTAL MERCHANT SERVICES

11088 Trask Ave.,
Garden Grove

Trade Net30 Inc

3020 Old Ranch Pkwy
Seal Beach

Tremblay Financial Services

3902 State St
Santa Barbara

Tri-Star Financial

909 N. Sepulveda Blvd. Suite 270
El Segundo

Trilogy Financial Services

529 N Kilkea Dr
Los Angeles

Trilogy Financial Services, Inc.

1000 Lakes Dr
West Covina

Turning Point Stewardship

1370 N. Brea Blvd.
Fullerton

Tyler D. Shumaker - Centaurus Financial, Inc.

2300 E Katella Ave #200
Anaheim

United Gold Direct

2945 Townsgate Road
Westlake Village

United Pacific Lending

34131 Granada drive A

UniversalBullion.com

10537 Santa Monica Blvd Ste 350
Los Angeles

USA ASSET MANAGEMENT

633 W. 5th St.
Los Angeles

Van Winkle Insurance Group

13619 Mukilteo Speedway

Veld Advisors

3414 Corte Sonrisa
Carlsbad

Ventura IRS Tax Settlement Group

100 North Ashwood Avenue
Ventura

Vickie L. Sorlie, EA

2299 E Main Street
Ventura

VOX ORBIS LLC

226 E Canon Perdido St
Santa Barbara

Wadhwani & Shanfeld

15233 Ventura Blvd
Sherman Oaks

Wealth Solutions Group

101 S BARRANCA AVE
Covina

Whitbeck, Kooshki and Zreik LLP Attorney

21515 Hawthorne Blvd.
Torrance

Wholesale Direct Metals

881 Alma Real Dr. Suite 217
Pacific Palisades

WillsToTrust.com

1150 Foothill Blvd.
La Canada Flintridge

Wimmer Associates Investment Counsel

155 N. Lake Avenue
Pasadena

Wittenberg Law, Protecting Investors

100 Wilshire Blvd
Santa Monica

Yorke & Associates CPAs Inc

9140 Haven Ave
Rancho Cucamonga

YOUR MONEY MATTERS INC

27401 LOS ALTOS
Mission Viejo
Coto De Caza Zip Codes

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