2300 E Katella Ave
Anaheim, CA 92806
(714) 633-4453
2300 E Katella Ave
Anaheim, CA 92806
(714) 633-4453
NMLS #9392. American Advisors Group (AAG) provides government insured HECM (Home Equity Conversion Mortgage) loans. Our dedication to reverse mortgages and reverse mortgages only, has allowed us to be one of the leading experts in the industry. An AAG reverse mortgage can help Americans over the age of 62 live comfortably in their homes for many years. At American Advisors Group, we continue to aspire for innovation, excellence, and quality customer service.
GETTING STARTED We want a long-term relationship with our clients. We are not (only) stockbrokers; therefore, we are not transaction-oriented. We offer a no-obligation introductory meeting. We will estimate the financial planning fee after our introductory appointment. We require a deposit of one-half the planning fee when we do a financial plan. Financial planning requires several appointments. We charge hourly or flat fees for many services. Management fee is a percentage of the portfolio(s) managed. We invest in a variety of investments, none of which “lock the money up”. The assets are held at a discount broker (usually Schwab or Ameritrade). Management begins when the assets are received. Our first quarterly fee is based on the first full quarter in which we manage. Transfer of assets usually requires three to six weeks. Management fees are deducted directly from the account(s).
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, GA, IN, KS, MO, NC, NJ, NV, OR Securities, Advisory Services, and Financial Planning offered through LPL Financial. Member FINRA/SIPC www.finra.org www.sipc.com
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, GA, IN, KS, MO, NC, NJ, NV, OR Securities, Advisory Services, and Financial Planning offered through LPL Financial. Member FINRA/SIPC www.finra.org www.sipc.com
Plethora Businesses is a leading M&A Advisor for the lower middle market. We were formed in 1999 with the objective of creating a market place for buyers and sellers of privately held businesses. Throughout the years we have pursued this objective with constant vigor and dedication. We’re proud of our history, the relationships we’ve built and the hundreds of completed transactions and projects. Our mission, our mantra, what drives us is simple: We help our clients buy, sell and merge great companies through exceptional service. Whether an acquisition or merger, we believe these transactions are a significant milestone for every client. Each transaction helps to transform an individual’s life, create opportunities, transfer wealth and build upon prior success. We find every transaction unique in it’s own way. We have fun doing what we do, enjoy the challenges and find satisfaction navigating and completing complex transactions. We hope you find our site informative and look forward to hearing from you how we can work together to achieve your business objectives.
Plethora Businesses is a leading M&A Advisor for the lower middle market. We were formed in 1999 with the objective of creating a market place for buyers and sellers of privately held businesses. Throughout the years we have pursued this objective with constant vigor and dedication. We’re proud of our history, the relationships we’ve built and the hundreds of completed transactions and projects. Our mission, our mantra, what drives us is simple: We help our clients buy, sell and merge great companies through exceptional service. Whether an acquisition or merger, we believe these transactions are a significant milestone for every client. Each transaction helps to transform an individual’s life, create opportunities, transfer wealth and build upon prior success. We find every transaction unique in it’s own way. We have fun doing what we do, enjoy the challenges and find satisfaction navigating and completing complex transactions. We hope you find our site informative and look forward to hearing from you how we can work together to achieve your business objectives.
Opus Private Wealth Group LLC is registered with the U.S. Securities and Exchange Commission as a privately-held, Registered Investment Advisory (RIA) firm. We are dedicated to delivering exceptional service and comprehensive wealth solutions to affluent individuals, families and business entrepreneurs.
Life Insurance Retirement Planning Financial Services *Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products.
Life Insurance Retirement Planning Financial Services *Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products.
At Ametrine Financial & Insurance Services, member of John Hancock Financial Network, we have developed a valued process throughout the years. We understand the wants and needs of our client’s during the different stages of life. The process is accomplished in the most simplistic way, without ignoring the rigid policy that we have in place. 1-Financial data-gathering. 2-Goals prioritizing. 3-Research & analysis. 4-Investment's vehicles & protection products selection process. 5-Plan implementation. 6-Plan monitoring. Let us show you how we can help. We invite you to experience and grade the process without any obligation. Honors and Awards: -Five Star Wealth Manager Award, Orange Coast Magazine 2014, 2015 & 2016 The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the Magazine. - Current and life-time member of MDRT Honor Roll for 15 Years of Production Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor Offering John Hancock Insurance products. Signator is not affiliated with Facebook and is not responsible for Facebooks’s privacy or security policies. Signator does not endorse or adopt the contents, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by fans or third-parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial products or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only. We are licensed to sell Insurance Products in the following states: Arizona, California, South Carolina, Pennsylvania, Nevada, Ohio, and Oregon. We are registered to sell Securities in the following states: Arizona, California, South Carolina,Nevada, Ohio, Oregon . California Insurance License #: 0828253 1900 South Norfolk Street, Suite 200 San Mateo, CA 94403 650-341-5050 SMAR#276-20161020-325081