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McKenzie Legal & Financial
About us
Mr. McKenzie is a member of the California State Bar, and is a past Chairman of the Elder Law Section of the Orange County Bar. Mr. McKenzie is also a Registered Financial Consultant, a Series 7 licensed securities broker and Registered Representative, and a Series 65 Investment Advisor Representative. In 2011 and 2012 Mr. McKenzie was featured as a Five Star Wealth Manager in Los Angeles Magazine and Orange Coast Magazine, which was an award that was given to less than 2% of all wealth managers in Southern California. Mr. McKenzie resides in Orange County with his wife, Natalie, and their four children; Macy, Ryan, Cody and Noah. The firm offers estate planning, financial consulting, asset protection strategies and long-term care planning to consumers throughout Southern California.
Hours of operation
Monday9:00AM - 5:00PMTuesday9:00AM - 5:00PMWednesday9:00AM - 5:00PMThursday9:00AM - 5:00PMFriday9:00AM - 5:00PMSat, SunClosed
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2 recommendations and reviews from 2 people
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Referral from
December 3, 2013
Lakewood, G. asked:Michael: I need to get a medical power of attorney notarized for my wife I also need to see about legal power of attorney as well she has Alzheimers any recommendations for some one local
Mike H. replied:I would reccomend Thomas McKenzie, Los Alamitos, 562-594-4200
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Referral from
October 9, 2013
Lakewood, G. asked:Brandy: Looking for someone local that does living wills? Thank you!Darren B. replied:Tom McKenzie legal & finacial he in rossmoor 562 594-4200 really cares about people and there family
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