OWEN ZHANG
5410 Trabuco Road, Suite 110, Irvine, CA 92620
Since 2014
EDWARD JONES - Financial Planning, Investment Management, Retirement Planning, 401K Planning, Social Security, Risk Managment, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Wealth Management, Education Planning, Traditional IRA, Income Planning, Insurance Planning, Roth IRA & Annuities
Provides Develop a Complete Tailored Strategy - Savings Calculator is Available - Focus on Legacy & Estate Strategies
APPLIED FINANCIAL PLANNING, INC.
100 Pacifica, Suite 400, Irvine, CA 92618
Since 1986
College Planning, Estate Planning, Money Purchasing Planning, Variable Annuity, Simple IRA, Profit Sharing Planning, Retirement Planning, Financial Planning, Bonds, Common Stock, Educational IRA, Traditional IRA, Tax Planning, 401K Planning, 403 B Planning, Disability Income Insurance, Life Insurance & Long Term Care Insurance
Specializes in Investment Management - Get a Complimentary Consultation - Provides a Wide Range of Services from Wealth Management
LEGACY & WEALTH FINANCIAL ADVISORS
300 Spectrum Center Drive, Suite 400, Irvine, CA 92618
Since 2004
Investment Management, Financial Planning, Retirement Planning, Estate Planning, Philanthropy, Insurance Planning, Health Insurance, College Planning, Savings Planning, Stock, Bond, Risk Management, IRA, Roths IRA, 401K Planning, 457 Planning, 403B Planning, Rollovers IRA, Trust Planning & 529 College Savings Account
Affords Holistic Approach to Financial Guidance - Expertise in Successful Long-Range Planning - Offers to the Client’s Long-Term Planning Objectives