Sue S.
1/30/2025
Doug and his staff have provided us with excellent service over the years. We trust him completely
Cobb Planning Group
Closed
(9)
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1206 N Broadway
Santa Ana, CA 92701
Cobb Planning Group specializes in customized estate planning. Based in Santa Ana, Calif., it offers products such as fixed annuities, mutual funds, variable annuities, estate tax insurance, permanent life insurance and long-term care insurance. The company specializes in living trust/retirement planning includes stock market gains, eliminate tax on social securities, tax deferral of income and government subsidized long term care. It offers its services through its attorneys, chartered retirement planning counseling, accountants and other professionals.
Also at this address
Reviews
3.09 reviews
d s.
12/13/2024
This review is strictly for the interaction we had with Laurie, front desk person, and Richard Barndt, trust and will attorney. My father recently passed, we took my mother in to make changes on...
Katie B.
7/13/2017
Richard Brandt drew up a Living Trust for my grandparents 11 years ago. My grandfather died last month so I am currently helping my 80 year old grandmother get everything in order (I am an...
Joyce J.
1/29/2022
Excellent and affordable living trust!!! Doug and his team are simply the best in this field, true professional! They had saved our family from the Indymac crash years ago. We have recommended...
Mark M.
4/22/2017
Doug is personable and yet, gets to the point. With his years of experience, he seemed to have all the answers to our questions and came up with a plan that was simple to understand and enabled us...
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