What to search:
Search by: Category
  Name

~Pre-Screened & Qualified~

Financial Services

 

Cynthia Allen
OPES Financial Solutions
661 - 296 - 1276
661 - 810 - 0520
661 - 430 - 5557
cjallen9294@outlook.com
www.opesfinancialsolutions.com
Concerned about outliving your money? We educate families on how to save money and plan for their future through asset protection and tax advantaged strategies. CA Lic. 0K16156


David Bacall
Axa Advisors
310 - 231 - 7779
310 - 909 -7059
310 - 477 - 8201 FAX
david.bacall@axa-advisors.com
www.davidbacall.com
Providing financial consultations on estate planning, wealth management, college funding, retirement, and business planning. I'm also a hiring manager.


Michael Cadis
MetLife of Southern CA
310 - 961 - 8641
310 - 689 - 3356
310 - 999 - 6590 FAX
michaelcadis@yahoo.com
www.michaelcadis.com
Comprehensive Financial Planning, helping families and business owners reach their lifestyle goals: wealth management, production planning, and financial services.


Heather Castle
Castle Wealth Advisors, LLC
205 - 310 - 1888 cell
424 - 209 - 2257 work
heather@castlewealthadvisors.net
www.castlewealthadvisors.net
Financial planning, and full service financial management. Specializing in working with small business owners, women & premarital/marriage dissolution planning and pre-retirees.


Jodi Catena
Fraser Financial Group
909 - 262 - 1050
jodicatena@financialguide.com
I provide tax free/tax deferred solutions to issues small business owners face. I also work with families, singles with college planning, disability, long term care, life insurance.


Alanna Christensen
United Solutions Group (USG)
714 - 423 - 2221
Alanna.christensen@gmail.com
www.usgcompany.com


Allen Lissauer
Financial Sanity Now
310 - 384 - 4352
866 - 753 - 4028
Allen@AES77.com
www.FinancialSanityNow.com
Let us rescue you from debt & save you money! We can settle any debt you owe for a fraction of what the debt is worth.


Helena Lissauer
Financial Sanity Now
818 - 906 - 2385
866 - 753 - 4928
Helena@AES77.com
We advocate for individuals who are unaware of the amount of interest they are paying towards the bank. We negotiate on our clients’ behalf to lower mortgage interests and settle debts.


Miki Miller
World Financial Group
818 - 577 - 7217
818 - 385 - 1305 818 - 385 - 1217
randymiller@rmmaccounting.com
worldfinancialgroup.com
I coach families and individuals on how to save, invest and protect their money, as well as build a legacy for loved ones/philanthropy.


Bette Tydings
Tydings Financial Services
949 - 244 - 8248
949 - 598 - 1970
949 - 598 - 1974
bettebud@gmail.com
Financial products, annuities, mutual funds, insurance, long term care insurance, index funds, 1031 real estate products, limited partnerships, LLC.

 

 

Advertising...
who needs it?

Only those that want more customers!
Click here to list your business or practice in our online directory or in the printed directory.

You too can generate more referrals from your networking efforts than you ever imagined possible.

Click here to find out how with Worthwhile Referral Sources.