Ross Pake & Associates

LPL Financial in Tustin is a trusted provider of investment and business solutions tailored for independent financial advisors nationwide. With cutting-edge tools, technology, and resources, LPL empowers advisors and their clients to achieve success in the financial industry. Discover how LPL Financial in Tustin can support your financial goals and enhance your advisory services by leveraging their comprehensive suite of services and expertise. Explore the possibilities for growth and prosperity with LPL as your partner in financial success. Generated from their website's infomation

Kamps Asset Management Planning Service in Tustin offers comprehensive financial planning services, specializing in retirement, tax, estate, and investment planning for retirees. Their team of experienced advisers provides expert guidance and management to help clients achieve their financial goals with personalized strategies. Generated from their website's infomation

Feel The Difference Our Commitment MakesCaring and experience are at the core of everything we do for our clients. We believe that our key strengths are our:Total Focus On Your Interests. As an independent firm, we have no corporate ties or proprietary interests to serve. This freedom gives us the ability to focus fully on doing what's right for you every time.Pursuit of Excellence. Our team members have invested in themselves with advanced training and professional education. Our strategies are guided by a disciplined financial planning process that is backed by research and experience.Powerful Relationships. We are a small firm with big connections. We partner with a network of local attorneys, CPAs, and other professionals to give you specialized advice for every need. We coordinate all aspects of the process so that the advice you get is coordinated with your overall picture.Connections to the Community. We are locally owned and focused on serving the needs of Californians. We're engaged residents that have an abiding passion for our families, communities, and the outdoors. We believe that these connections help us understand our clients and build stronger long-term relationships.Accessibility and Responsiveness. By keeping our practice small, we're able to intimately understand your needs and offer proactive service. We stay in touch by email, phone, and through regular in-person meetings to keep you updated without overwhelming you with information.