MZ Investment

洛杉矶最专业，经验最丰富的资产管理的投资置业团队。 持美国执照的CPA和税务师 为高净值客户制定税务规划和资产配置规划。

Jerris Wealth Management Group, Inc is a highly experienced team of financial advisors based in Irvine, CA. With over 30 years of expertise in investments, insurance, and taxes, they have helped numerous clients reach their long-term financial goals. Whether it's asset allocation, college planning, managed assets, or retirement planning, Jerris Wealth Management Group provides personalized strategies to help individuals and families build a better future. With a focus on understanding their clients' needs and aspirations, Jerris Wealth Management Group goes beyond just managing portfolios. They aim to bridge the gap between their clients and financial success, offering professional fee-based portfolio management and tailored investment strategies. If you're looking for a team that prioritizes your financial well-being and helps you achieve your dreams, Jerris Wealth Management Group is the right choice.Generated from the website

Koren Strategic Investments is a financial services firm based in Tustin, CA, specializing in investment strategies and wealth management for individuals and businesses. With a focus on long-term financial planning and risk management, Koren Strategic Investments offers tailored solutions to help clients achieve their financial goals. Generated from their business information