Our Affiliates
Investment Advisors, Financial Planners & Accountancy
We work closely with these professionals when our clients need specialized services. We have worked with these folks on several client projects and have great trust in their expertise.
Pamela J. Zedick
Partner, Beacon Tax and Wealth Advisors
ZUK Financial Group
24681 La Plaza, Suite 280
Dana Point, CA 92629
909.626.1947
pzedick@zukfinancial.com
Dina Atkinson
Integrity Estate Planners
180 Newport Center Drive, #218
Newport Beach, CA 92660
Office: 866-498-7878
Cell: 310-387-4111
dina@integrityestateplanningsvc.com