Hello.. Does anyone know of a trustworthy financial advisor in SC or Dana Point area ? Thanks.
Bri A. replied:
Bart Bart A. Zandbergen, CFP® Investment Advisor Representative 26041 Acero | Mission Viejo, California | 92691 Phone 949.455.0300 x218| Fax 949.716.7413 | Cell 714.313.5306bzandbergen@fmncc.com | www.bartzandbergen.com CA Insurance License #0A96242
Karen G. replied:
Rick Riegle at Edward Jones Laguna Niguel
Scott S. replied:
If you are looking for a secure investment look into www.richuncles.com It is a Real Estate trust that has been doing very well for me. It pays a 7.5 divided and their corporate office is in Costa Mesa. And you can go in and visit them. No fee's or commission,
Looking for two recommendations: a person to do our taxes as well as a financial advisor. I have had such great success with reaching out to this group so I appreciate...
Rachel L. replied:
Gerald Leonard is an enrolled agent. He far surpasses a cpa. His office is in old town plaza in San Clemente.
Can anyone recommend a trustworthy financial advisor that is not affiliated with any particular financial institution or bank? I am looking for an objective,...