Lincoln National Life

Ober Financial Services, based in Orange, CA, is a family-owned financial firm with a strong commitment to providing personalized service and comprehensive financial solutions for individuals, trusts, businesses, and professionals. With over 50 years of combined experience, their team takes a holistic approach to financial management, addressing both tax implications and broader financial considerations. The firm offers a wide range of services, including tax planning and preparation, business accounting, investment management, and financial planning. Ober Financial Services prides itself on understanding the unique situations of each client, ensuring tailored solutions to alleviate financial stress and support long-term financial success. Generated from the website

Seamount Financial Group, Inc. is an independent boutique financial planning and wealth management firm located in Orange, California, dedicated to enhancing the lives of clients and their families through objective advice and exceptional service. Established in 1982, the firm operates as a fiduciary, prioritizing the best interests of clients and fostering lasting relationships that often span generations. The company employs a comprehensive financial planning process that involves planning, implementation, monitoring, and modification, allowing for personalized solutions tailored to each client's unique goals and values. By collaborating closely with clients and their advisors, Seamount ensures that financial strategies remain aligned with evolving life circumstances while maintaining a focus on long-term objectives. Generated from the website