Pacific Coast Wealth Management

Pacific Coast Wealth Management

Pacific Coast Wealth Management (PCWM) values face-to-face relationships based on information, honesty, promptness and professionalism. They are partnered with NFP Retirement to deliver the highest quality service for retirement planning to Aliso Viejo residents. OC Register rated NFP Retirement as one of the Top Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County. PCWM specializes in financial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios.

The Financial Architects - Orange County

We are open during COVID-19 stay at home order and will be happy to setup a free zoom consultation. Contact us to schedule an appointment at 714-851-7274. We specialize in: 1. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners 2. Income protection with living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal and business) 7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value 8. Long Term Care & Living Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need answers to your questions, you have come to the right place.

Orange County's Credit Union

Orange County's Credit Union (OCCU) is a full-service financial institution that provides its members with a range of products and services. Their mission is to provide personalized solutions and sound financial advice to help their members meet their financial goals. They offer auto loans (purchase and refinance), home loans (1st mortgage, 2nd mortgages and HELOCs), Mastercard credit cards, personal loans and lines of credit, savings and certificate accounts, checking accounts, accounts for students and children, fiduciary and trust accounts, investment advice and products, business and commercial services, as well as online services. Members can access these services through their iPhone and Android apps, mobile check deposit, online transfers (person to person and account to account), bill pay, alerts/notifications, and debit card controls. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

OC Legal Help

Going through a divorce can be difficult, but our team of experienced legal document assistants is here to make the process as stress-free as possible. We offer a range of divorce services in Orange County, designed to help guide you through the entire process from filing the necessary paperwork to reaching an amicable agreement with your spouse. We understand that every situation is unique, which is why we offer personalized and compassionate services tailored to meet your individual needs. Our services include preparing and filing all required documents, serving divorce documents, providing financial disclosure assistance, and helping to reach a resolution through mediation. We also provide guidance on child custody and support issues. At OC Legal Help, we are committed to providing affordable and accessible legal services. We offer flexible payment plans to fit your budget, so everyone can access the support they need. If you’re ready to take the first step towards a peaceful divorce, contact us today to schedule a consultation. Our knowledgeable and experienced team will work with you every step of the way, so you can move forward with confidence.

Orange County's Credit Union

Orange County's Credit Union is a full-service financial institution dedicated to providing its members with quality services and products. Members can benefit from auto loans for purchase or refinancing, home loans for first mortgages, second mortgages, and HELOCs, Mastercard® credit cards, personal loans and lines of credit, savings and certificate accounts, checking accounts, accounts for students and children, fiduciary and trust accounts, investment advice and products, business and commercial services, and online services such as iPhone and Android apps, mobile check deposit, online transfers from person to person or account to account, bill pay, alerts/notifications, and debit card controls such as the ability to turn on/off as needed or set up for travel. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Farmers & Merchants Bank

At Farmers & Merchants Bank, we are committed to upholding the values of honesty, integrity, compassion, faith and service above self that our founder, C.J. Walker, established more than a century ago. We strive to build strong relationships with our clients and contribute to the communities we serve. Our customers can rely on local decision makers in each of our 25 Southern California Branch Offices to help them achieve their financial goals. We offer an array of services in individual and business banking, as well as non-profit banking. Our individual banking services include checking, savings, online banking, certificates of deposit (CDs), money markets, retirement plans, health savings, personal Visa®, home loans [NMLS # 537388], and escrow services. As for businesses and non-profits, we provide business checking, business savings, CDs, merchant card services, payroll services, deposit lock box, remote deposit capture, business Visa®, small business loans, non-profit loans, commercial loans, real estate/construction loans, escrow services, and lines of credit. Farmers & Merchants Bank is a full-service banking institution with offices located throughout Orange County, Long Beach, the South Bay and Santa Barbara. We are a California state chartered bank, and our deposits are insured by the Federal Deposit Insurance Corporation (FDIC). Furthermore, we are an Equal Housing Lender.

Orange County's Credit Union

Orange County's Credit Union is a full-service financial institution dedicated to providing personalized services to its members. They offer a variety of services including auto loans (purchase and refinance), home loans (first mortgages, second mortgages, and HELOCs), Mastercard credit cards, personal loans and lines of credit, savings and certificate accounts, checking accounts, accounts for students and children, fiduciary and trust accounts, investment advice and products, business and commercial services, and online services. Their online services are designed to make banking convenient and secure. Features include iPhone and Android apps, mobile check deposit, online transfers (person to person and account to account), bill pay, alerts and notifications, and debit card controls which allow users to turn them on or off as needed or for travel.

Orange County's Credit Union

Orange County’s Credit Union is a full-service financial institution committed to providing its members with a variety of products and services to help them manage their money. Our services include auto loans (purchase and refinance), home loans (1st mortgage, 2nd mortgages, HELOC), Mastercard® credit cards, personal loans and lines of credit, savings and certificate accounts, checking accounts, accounts for students and children, fiduciary and trust accounts, investment advice and products, business and commercial services as well as various online services such as iPhone and Android apps, mobile check deposit, online transfers (person to person and account to account), bill pay, alerts/notifications, and debit card control. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.