Happy Financial Group Inc

Excelsior Capital Partners is a financial services firm based in Newport Beach, CA, specializing in investment management and advisory services. With a focus on strategic planning and risk management, Excelsior Capital Partners assists clients in navigating the complexities of the financial markets to achieve their long-term goals. Generated from their business information

Courtlandt Financial Group, based in Newport Beach, CA, is a trusted team of professionals specializing in simplifying real estate investing for property owners looking to save on taxes, preserve their estate, and increase potential income and appreciation. With over 28 years of experience in the financial services industry, Courtlandt offers personalized financial education, strategies, and services to help clients navigate complex real estate transactions and financial circumstances. Founded in 1995, Courtlandt is known as the Real Estate Investor's Financial Consultant, providing multi-disciplinary financial planning and investment solutions that align with clients' goals. Specializing in 1031 real estate exchanges and securitized opportunities, Courtlandt aims to help individuals, families, and businesses build a secure financial future through expert guidance and innovative investment strategies.Generated from the website