Coto De Caza Financial Planners

in Coto De Caza, CA

397
Financial Planners are
in Coto De Caza

18
Financial Planners in Coto De Caza
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Coto De Caza Financial Advising Articles

Financial Advising reviews in Coto De Caza

A

Rating
I have worked with
Coto De Caza Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Coto De Caza Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Coto De Caza Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Coto De Caza Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Coto De Caza Financial Planners Provider Name Locked
,
Coto De Caza Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Coto De Caza Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Coto De Caza Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Coto De Caza Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Coto De Caza Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Coto De Caza Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Coto De Caza Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Coto De Caza Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Coto De Caza Financial Planners Provider Name Locked
notified me that since
Coto De Caza Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Coto De Caza Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Coto De Caza Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Coto De Caza Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Coto De Caza Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Coto De Caza Financial Planners Provider Name Locked
. (
Coto De Caza Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Coto De Caza Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Coto De Caza Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Coto De Caza Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All 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

740 Plus Credit Score Repair

2299 Orange Cove Ave.
La Crescenta

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

3333 Concours Bldg. 1
Ontario

Academy Mortgage

43471 Ridge Park Dr
Temecula

AccountingTree-CPA

7615 Glade ave.
Canoga Park

ALACTIC SYSTEMS

PO Box 5606
Playa Del Rey

Alan Mehdiani, CPA

18075 Ventura Blvd
Encino

Aligned Advisors

4370 La Jolla Village Drive (Northern Trust Bldg)
La Jolla

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

Alpine Mortgage Planning

3030 Old Ranch Pkwy
Seal Beach

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

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

BCH Consulting Inc.

2100 Main Street
Irvine

Benveniste Insurance

1355 Westwood Blvd. Suite 209
Los Angeles

BetaFrontier, LLC

156 W Superior St Apt 401

Betteroffers.com

585 E Los Angeles Ave. Suite E
Simi Valley

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

clear roads Debt Consolidation

23881 Sunnymead Boulevard

Collection Agency - KBAG

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

Corona Del Mar Tax Pro

2865 East Coast Hwy
Corona Del Mar

CorrectACredit

2122 S. Grand Ave Suite A
Santa Ana

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

Credit Repair Anaheim

180 Center Street Promenade

Creditier, Inc.

10940 Wilshire Blvd. Ste. 1600
Los Angeles

CreditWise

14449 Califa St
Van Nuys

Crestico Realty

2050 South Bundy Drive
Los Angeles

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

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

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

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

farmers insurance

325 N. Second ave suite L
Upland

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

GetCollegeFunding Inc

24501 Dana Dr
Dana Point

Glendale mountains Debt Consolidation

149 South Brand Boulevard

GLORIA ORTIZ BUSINESS SVC

18645 Sherman Way Ste 101
Reseda

Goldline, LLC

1601 Cloverfield Blvd
Santa Monica

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

Halcyon Financial & Insurance Solutions, Inc.

231 East Alessandro Blvd Suite A253
Riverside

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

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

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

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

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 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

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

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

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 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

PinPoint Insurance Services - Nationwide

5115 Douglas Fir Rd
Calabasas

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

QUINT TAX SERVICES

5845 IMPERIAL HWY STE B
South Gate

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

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

293 Mulberry St

Sandra Garcia State Farm Insurance

3530 E. Chapman Ave.
Orange

Sariol Legal Center

1600 N. BROADWAY, SUITE 650
Santa Ana

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

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

12535 Seal Beach Blvd
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

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

Swell Wealth Management

13400 Riverside Dr.
Sherman Oaks

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 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 Lynd Group, LLC.

973 East Main Street
Ventura

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 Engineers

600 17th St., Suite 2800 South

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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