John Bates CPA

Insight Financial Advisors, located in Santa Ana, CA, specializes in providing tailored financial planning and investment management services to business owners, executives, and individual investors. Their team of CERTIFIED FINANCIAL PLANNERS works closely with clients to develop personalized financial strategies aimed at achieving financial independence. With a commitment to ongoing support, Insight Financial Advisors offers regular meetings to monitor progress and adjust plans as needed. Their services encompass various areas including retirement transitions, college savings, and life insurance, ensuring a comprehensive approach to managing clients' financial futures. Generated from the website

Southland Economic Development Corp (Southland EDC) is a non-profit Certified Development Company dedicated to assisting California's small business community. With a mission to promote job creation and retention, Southland EDC offers various loan programs and technical assistance designed to foster growth in local enterprises. Among their offerings is the SBA 504 Loan Program, which provides long-term financing for fixed assets with competitive interest rates, low down payments, and enhanced cash flow. Southland EDC prides itself on exceptional customer service and a commitment to making the lending process smooth and efficient for borrowers and lending partners alike. Generated from the website

Serving Santa Ana, CA and outlying areas, Daniel Roberts and associates are offering the following services not limited to: Asset Management, Retirement Planning, Business Planning, Insurance Planning and Risk Management.