Financial strategy advisor in Ladera Ranch, California

Edward Jones - Financial Advisor: Surong Lin is a reputable finance institution located at 111 Corporate Drive in Ladera Ranch, California, United States. As a trusted financial advisor, Surong Lin provides personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Surong Lin offers expert advice on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Surong Lin is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Steven K Buck, CFP® is a reputable finance institution located at 111 Corporate Drive in Ladera Ranch, California, United States. With Steven K Buck, a Certified Financial Planner®, at the helm, clients can expect personalized and comprehensive financial planning services to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones is dedicated to providing top-notch financial advice and guidance to clients in the Ladera Ranch area.

Real Estate Transition Solutions (RETS) is a reputable real estate agency located at 999 Corporate Drive, Ladera Ranch, California, United States. With over 26 years of experience, RETS specializes in advising California investment property owners on 1031 Exchanges, Delaware Statutory Trusts, complex real estate investments, securitized real estate, and tax planning strategies. Our team of licensed 1031 Exchange advisors in Orange County, California, will assist you in selecting and acquiring suitable 1031 Exchange properties that align with your financial and lifestyle goals. At RETS, we provide comprehensive information on 1031 Exchanges, including the basics, how Exchanges work, benefits versus risks, Exchange rules, and property options. We also offer insights into Delaware Statutory Trusts (DSTs), explaining how DSTs function, the advantages and risks, the role of DST Sponsors, and DST property options.