LEGACY & WEALTH FINANCIAL ADVISORS
300 Spectrum Center Drive, Suite 400, Irvine, CA 92618 Directions
Since 2004
Here’s The Deal:
"Legacy & Wealth Financial Advisors specializes in wealth accumulation, preservation, and wealth transfer. They take a holistic strategy to financial guidance that considers your priorities and specific life circumstances. They can help you open and maintain a kind of accounts from personal accounts, retirement accounts. Their competitive fee model is designed to be fair and straightforward. Their priority is to protect your interests at all times."
SPECIALTY:
Investment Management, 401K, 457, 403B, Rollovers IRA, Review My Investments, Mutual Funds, Personal and Retirement Accounts, Financial Planning, Exchange-Traded Fund, Stock, Bonds, Prepare for Retirement, Life or Health Insurance, Saving for College, Start Investing, Estate Planning & Philanthropy
TBR® Inspection Report:
APPLIED FINANCIAL PLANNING, INC.
100 Pacifica, Suite 400, Irvine, CA 92618 Directions
Since 1986
Here’s The Deal:
"'Applied Financial Planning, Inc.' is dedicated to assisting people in creating and preserving wealth. The firm offers personalized strategy in helping customers with a range of services, from integrated wealth management and in-depth investment analysis to tax-advantaged investing and tax preparation. They give your future direction by providing the knowledge and resources of a large team but with the personal attention and care. They offer customized strategies for all stages of your life. Get a complimentary consultation."
SPECIALTY:
Retirement, Money and Purchasing, Profit Sharing, Tax, College and Estate Plans, Small Business Accounting Services, Income, Gift and Estate Tax Returns, Bonds, Variable Annuities, Government Securities, Traditional, Roth, Sep, Educational and Simple Ira, Common Stock, Life, Long Term Care & Disability Income Insurance
TBR® Inspection Report:
WEALTHWISE FINANCIAL SERVICES
9070 Irvine Center Drive, Suite 230, Irvine, CA 92618 Directions
Since 1997
Here’s The Deal:
" WealthWise Financial Services helps its customers pursue their passions by aiming to take the worry, fear, and concern out of wealth management and financial planning. The firm concentrates on working with business owners, key executives, and women in transition. Their customers entrust them with a minimum of $500,000 in investable assets. They create satellite portfolios using a kind of alternative investment that affords potential downside protection strategies."
SPECIALTY:
College, Financial and Estate Planning, Disability Income, Long Term Care, Family Protection, Corporate 529, 401K and Defined Benefits Plans, Retirement Plan Consulting, Life Insurance Analysis, Traditional/Roth IRA’s, Individual Accounts, Wealth & Separate Account Money Management