Merrill Lynch Wealth Management

R & B Investment is a financial services firm based in Tustin, CA, specializing in investment management and wealth advisory services. With a focus on personalized strategies and long-term financial planning, R & B Investment aims to help clients navigate the complexities of the financial markets and achieve their financial goals. Generated from their business information

Windawi & Associates has been serving clients for over a quarter century. In that time, we have encountered all manner of economic and market cycles, trends, and evolutions. While the financial world is always changing, our focus remains the same: to always do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation. Based in Tustin, California, we proudly serve clients throughout Orange County, Southern California at large, and across the United States. Recognized as a Five Star Wealth Manager in Orange County from 2012-2018.* We work exclusively with your best interests in mind.