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Zion Land
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4276 Katella Ave
Los Alamitos, CA 90720
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Financial Counseling Resources
SpecialtiesWealth Accumulation Manage and Coordinate, individual and business related investment portfolios. Develop strategies for asset accumulation and preservation. Review and recommend family Insurance; life, medical, Medicare supplement, long-term care, long-term disability Retirement Planning Seeking to provide clients with the necessary information, guidance, and implementation of strategies that will effectively meet their retirement goals and objectives. Financial Planning Attempt to minimize tax burden for heirs. Achieve plans of living disposition. Provide liquidity and options using cost effective techniques. Assest Management Provide a means to transfer ownership and control to successors. Design benefits for key personnel that bond them to the business.
Asset Planning, Inc.
1
"Our retirement funds were managed here, briefly, over a decade ago. Would not recommend. Clients should be treated courteously, which wasn't always the case. Perhaps wealthier clients are treated..."
Moira H.
Accounting services, except auditing
FWH Financial Group Inc
FWH Financial Group Inc is a trusted tax and business advisory firm located in Los Alamitos, CA. With a focus on providing personalized and professional services, they strive to make their clients' lives easier by offering a range of financial solutions and resources. With an impressive client-retention rate and a commitment to delivering high-quality services, FWH Financial Group Inc stands out as more than just numbers, offering expertise and guidance to individuals and businesses alike.Generated from the website
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