Centrewest Plaza

Sorrento Telecom is a financial services firm specializing in multi-generational estate planning. With locations in San Diego and Palo Alto, they offer a range of investment products and services through their representatives, including securities, investment advisory services, and insurance. Their team of professionals is dedicated to helping clients navigate the complexities of estate planning and provide personalized solutions tailored to individual needs. As an Avantax affiliated company, Sorrento Telecom operates under the Avantax family of companies, ensuring that their representatives are properly registered and adhere to industry regulations. While they do not provide tax or legal advice, their representatives may offer these services through their independent outside business. With a focus on education and information, Sorrento Telecom strives to empower clients to make informed financial decisions and secure their financial future.Generated from the website