Top financial advisor for investments in Los Alamitos, CA
4 results found
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McKenzie Legal & Financial
● ClosedMcKenzie 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.
2631 Copa De Oro Dr, Los Alamitos, CA 90720, United States -
Peters Investment Management
● ClosedPeters Investment Management is a well-established finance institution located at 4332 West Cerritos Avenue in Los Alamitos, California, United States. With a strong track record of success, our team of experienced professionals offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Peters Investment Management is dedicated to providing top-notch service and guidance every step of the way. Contact us today to learn more about how we can help you make the most of your investments.
4332 W Cerritos Ave # 102, Los Alamitos, CA 90720, United States -
LeAnna Farris - State Farm Insurance Agent
● ClosedLeAnna Farris - State Farm Insurance Agent is a trusted insurance agency located at 5212 Katella Avenue in Los Alamitos, California. Situated conveniently across the street from Costco on the corner of Katella and Siboney, LeAnna Farris and her team are dedicated to providing top-notch insurance services to the community. LeAnna Farris is also a proud member of the Los Alamitos Chamber of Commerce Board of Directors. At LeAnna Farris - State Farm Insurance Agent, we understand the importance of educating our clients on important topics such as the dangers of drunk driving, emergency preparedness, and dog bite prevention. We are committed to helping you protect your family and assets by offering valuable tips and resources.
5212 Katella Ave Ste 102, Los Alamitos, CA 90720, United States -
Bret Hudzietz
● OpenBret Hudzietz is a well-established institution offering expert accounting and finance services in Los Alamitos, California. Located at 4622 Katella Avenue, the institution is known for its professionalism and dedication to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, Bret Hudzietz prides itself on delivering accurate and timely financial advice to help clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, Bret Hudzietz is the go-to institution for all your accounting and finance needs.
4622 Katella Ave, Los Alamitos, CA 90720, United States
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