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TOP 30 Comprehensive asset management solutions in Los Alamitos, CA
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McKenzie Legal & Financial
McKenzie Legal & Financial is a full-service law firm located at 2631 Copa De Oro Drive in Los Alamitos, California. Specializing in estate planning and asset protection, the institution is led by Thomas McKenzie, a highly qualified attorney and financial advisor. With over 20 years of experience, Mr. McKenzie is a member of the California State Bar, the National Academy of Elder Law Attorneys, and is accredited by the United States Veterans Administration. As a Series 7 licensed securities broker and Series 65 Investment Advisor Representative, he offers comprehensive legal and financial services to clients in Los Angeles and Orange County. Estate planning is a crucial aspect of securing your assets and ensuring they are distributed according to your wishes. Mr. McKenzie provides transparent and personalized representation, drafting each document himself to suit your unique circumstances. With a focus on client satisfaction and cost-effective solutions, McKenzie Legal & Financial is a top-rated law firm serving Orange County and Los Angeles.
Farmers Insurance - Jason Von Arx
Welcome to Farmers Insurance - Jason Von Arx, your trusted local insurance agency located at 10385 Los Alamitos Boulevard, Los Alamitos, California. For over 25 years, Jason Von Arx has been dedicated to helping individuals and families throughout California find the insurance coverage that best suits their needs. With extensive experience in product development and program underwriting, Jason understands that insurance can be confusing and overwhelming. That's why he makes it a priority to put himself in his customers’ shoes, ensuring they understand their coverage options fully. Whether you're exploring options for auto, home, life, renters, business, or condo insurance, Jason is here to guide you through the process with personalized service and expert advice. Farmers Insurance has a long-standing reputation for reliability, having provided insurance products for over 80 years. Take advantage of competitive rates and multi-line discounts that can help you save money while keeping your most valuable assets protected.
Crisella Barrozo: Primerica - Financial Services
Welcome to Crisella Barrozo: Primerica - Financial Services, your trusted partner in achieving financial security and peace of mind. Conveniently located at 4431 Corporate Center Drive in Los Alamitos, California, we specialize in providing personalized financial solutions and insurance services tailored to meet your unique needs. At Crisella Barrozo: Primerica, we understand that navigating the complexities of financial planning can be overwhelming. Our dedicated team of experienced professionals is here to guide you every step of the way, offering expert advice and comprehensive strategies designed to help you achieve your financial goals. Whether you're looking to secure your family's future, plan for retirement, or protect your assets, we offer a wide range of services including life insurance, investment opportunities, and debt management solutions.
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