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Joel Samuels
Referral from
Jan 25, 2020
Tarri K.:
Hello! Looking for recommendation of Home Insurance company... checked Costco insurance but they don’t insure high value homes like...
Carrie N.:
https://www.statefarm.com/.../Ple.../Leslie-Wolf-QVCXV39B000 Ron Sterud and Associates
- Financial Planner
- 438 Main St # 220, Huntington Beach, CA 92648, USA
Ste 220 Huntington Beach, CA 92648 - Closed ⋅ Opens at 9:00AM
Referral from
Jul 06, 2015
Brigette B.:
I am looking for a referral to a retirement planning person. This person must understand the complex rules of collecting both SS and a...
Krista S.:
http://www.ronsterud.com Surf City Financial Group
Referral from
Oct 24, 2017
Cindy B.:
Can anyone recommend a broker for health insurance? Not for a business, but for a family. We would not be eligible for Covered...
Christine M.:
Dee Dee Brooks@http://www.surfcityhealthinsurance.com/
Referral from January 18, 2018
Carrie J. asked:
I need a good tax guy that will give me some good tips on changing things for 2018
Gail A. replied:
Steve Vasquez
Janice G. replied:
https://www.facebook.com/162192457142381 Johnston J Michael CPA
Madeline P. replied:
Rick Felling CPA, Rick Felling & Co., Inc. 8074 Canterbury Way, Buena Park, Ca. 71-994-1415. I've been going to him for years. He's very honest and has never given me bad advice.
Kristina H. replied:
https://www.facebook.com/166973393783074 Argy & Co
Edward D. replied:
Jason Valiante at Cherie Jones and Associates http://www.cheriejones.net/Jason-Valiante.5.htm
Referral from December 15, 2015
William R. asked:
Seeking a certified financial planner in the local area. Would like to interview 2-3 before making a decision, so any recommendations? Thanks in advance!
Louis R. replied:
David Geske at Raymond James is phenomenal, 949 514 1408.
David G. replied:
Thank you, Doc. William, Feel free to schedule a discovery meeting. Office line is 949-567-9945.
Michael S. replied:
You shouldn't pay anyone to build your wealth, you should be in control of your own finances at all time. If you are interested I can should you how to use a self directed IRA account and Family Trust to make between 8.5% to 14% ROI with little capital risk
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