Haussmann Financial Inc

Wells Fargo Advisors in Irvine, CA, operates as a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, providing a range of investment and insurance products. Their team of financial advisors includes professionals such as Brandon Blanchard, Curtis Eakin III, Henry Hernandez, William Parton, and Peter Waldron, all dedicated to managing wealth through their specialized groups. Clients can expect tailored financial services, emphasizing the importance of investment risks, including the potential loss of principal. The firm adheres to legal and security regulations while maintaining a commitment to client privacy and transparency in their offerings. Generated from the website

Doll Capital Advisors, Inc. is a full-service financial consulting firm dedicated to helping our clients build assets and preserve their hard-earned assets. We conduct a thorough discovery process with each client in order to determine their true individual goals. We will then design a new investment portfolio or realign their existing investment portfolio in order to help them pursue these goals. As independent wealth advisors we have chosen to align ourselves with LPL Financial which offers no proprietary investment product ensuring that our loyalty belongs exclusively to our clients - not to a parent company. This relationship enables us to recommend only those products and services that can be tailored to suit our clients' unique needs.

Founded in 1997, Liberty Group is an independent investment advisor serving pre-retirees and retirees to help achieve their dream retirements. Liberty Group serves individuals and families throughout Orange County and Southern California. In addition to investment services, wealth management and financial planning, Liberty Group also offers Estate Planning and Tax Planning.