Core Legacy Financial Services

Core Legacy Financial Services

Core Legacy Financial Services is dedicated to helping you achieve success. We offer a variety of services, including bookkeeping, tax preparation, payroll services, and remote and in-person notary services. As our new client, you’ll receive a free consultation to discuss your needs. Let us help you make your goals a reality. 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.

Centric Financial Group

Centric Financial Group is a financial services provider with a mission to help individuals, families, and businesses reach their short-term and long-term financial goals. The company offers a range of services to meet the needs of their clients, including personal wealth services, corporate financial solutions, life insurance, legacy preparation, annuities, asset-based long-term care solutions, disability income insurance, retirement strategies, investments & managed money, college funding, and health insurance. They also provide group term life insurance, group voluntary life insurance, short-term and long-term group disability, voluntary group disability, and retirement plans such as 401(k), 403(b), and 457. Additionally, the team at Centric Financial Group can assist with business succession planning, key person coverage, and supplemental executive retirement strategies.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Independent For Life Financial Services

Independent For Life Financial Services is a full-service financial organization that offers solutions such as 401k Rollovers, Personal and Business Planning, Estate/Legacy Planning and Distribution, and HiPAA Compliant services. Our team of certified professionals have over 50 years of combined experience in the industry and work with many of the most highly rated carriers in the market. The services Independent For Life Financial Services offers include free consultations, next-day funding, e-commerce, in-store, on-the-go, virtual terminals, non-profit gifting, recurring billing, email invoicing, ATM services, and management systems for inventory, employee, and customer service.

Farmers & Merchants Bank

At Farmers & Merchants Bank, we have a long and proud tradition of providing exceptional service to our clients. Our founder, C.J. Walker, instilled in us the core principles of honesty, integrity, compassion, faith and service above self, which we strive to uphold every day. We are dedicated to building lasting relationships with our clients, and to giving back to the communities in which we operate. Our clients benefit from having local decision makers in each of our 25 Southern California Branch Offices. We provide financial services such as checking, savings, online banking, CDs, money markets, retirement plans, health savings, personal Visa®, home loans [NMLS # 537388], and escrow services. In addition, we offer business and non-profit banking services including 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 California state chartered bank with deposits insured by the Federal Deposit Insurance Corporation (Member FDIC) and an Equal Housing Lender. We are proud to serve the communities in Orange County, Long Beach, the South Bay, and Santa Barbara.

Charles Schwab

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Nomers Business Services

NBS is an accounting and financial service firm founded in 1995. Our aim is to provide the most advanced and accurate financial and business setup services. With over 20 years of experience in the industry, we offer our services in wide industry verticals to companies of all sizes and groups, and help their internal resources to keep focused on other core business activities. We are experienced and skilled accountants that provide you with the best financial, strategic solutions for your day-to-day accounting, bookkeeping, finance, and payroll service needs without impacting your other critical business operations. NBS professionals work with many businesses and enterprises, and guides them to make an educated decision for their business growth. We have more than 20 years of combined experience in providing legendary customer service and building extraordinary relationships.

Charles Schwab

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At the Schwab Phoenix Branch, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Charles Schwab

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value