Our Recommended Financial Planners

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  • Turning Point Stewardship
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    Peter N Robbins

    Brea, CA

    Telephone:714-784-2910

    Toll-Free:800-296-5899

    Fax:877-968-2891

    Email:info@turningpointstewardship.com

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    Turning Point Stwardship is a for-proift Registered Investment Advisor firm that provides investment management, retirement & lifestyle planning, wealth transfer & estate planning, and planned giving for individual, small business owners, and churches. TPS also provides a full breadth of insurance services: life, health, disability, key-man, and buy-sell coverage. Finally, TPS provides a one-of-a-kind cash management and bill pay service and implements, on behalf of our clients, the wise stewardship principles that are advocated by Dave Ramsey, Ron Blue, Crown Ministries, and Suzie Orman including automated tithing.

     
     
  • Newcastle Financial Advisors
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    Timothy Redmond

    Financial Advisor

    Fullerton, CA

     

    Never have there been more decisions or opportunities awaiting us as we seek to preserve and grow our wealth. Newcastle Financial Advisors is here to help you fortify your financial strength as part of a meaningful life, the life you dare to envision for yourself, now and into the future. Newcastle Financial advisors will navigate the financial world with you as your trusted advisor - to help you plan for life's changes, make empowered decisions and pursue long-term financial strategies built on your core values. We are dedicated to seeing you identify and help realize your financial goals and dreams, for your personally, your family, or your company. SECURITIES OFFERED THROUGH GIRARD SECURITIES, INC., A REGISTERED BROKER-DEALER AND MEMBER FINRA, SIPC. ADVISORY SERVICES OFFERED THROUGH NEWCASTLE FINANCIAL ADIVORS, A REGISTERED INVESTMENT ADVISER.

     
     
  • Raymond James Financial Services, Inc.
     

    Sunita Foley

    Financial Advisor

    Brea, CA

     

    We offer, extensive array of investments such as retirement planning, long term care, life insurance, college planning, asset management, 401k rollovers, estate planning, etc. More information by emailing me. I look forward of being of service to you.

     
     
 
 
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