401(k) Advisors |
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401(k) Advisors is a retirement plan consulting company whose comprehensive network of services helps protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. |
MEMBER SINCE: 06/30/2009CONTACT: Kyle Posvistak, Mr.PHONE NUMBER: (949)460-9898 ADDRESS: 401(k) Advisors120 Vantis Road, Suite 400 Aliso Viejo, 92656 |
Ace Capital Group |
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MEMBER SINCE: 05/30/2006CONTACT: Kevin Perkins, Mr.PHONE NUMBER: (949)596-4115 ADDRESS: Ace Capital Group4040 Barranca Parkway, Suite 280 Irvine, 92604 |
Bowermaster & Associates Insurance Agency Inc. |
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Bowermaster & Associates is a leading independent insurance agency in California, consistently providing clients with better service and value in developing cost-effective, creative solutions to Insurance, Financial and HR Consulting challenges. |
MEMBER SINCE: 12/21/2004CONTACT: Garrett J. Stinson, Mr.PHONE NUMBER: (714)733-6200 ADDRESS: Bowermaster & Associates Insurance Agency Inc.10805 Holder Street, Suite 350 Cypress, 90630 |
Brian Young |
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'With more than 100 years of service, Mutual of Omaha is a premier financial services company. We offer insurance and investment solutions designed for an array of individual and business needs. Begin Today!' |
MEMBER SINCE: 10/20/2009CONTACT: Brian Young, Mr.PHONE NUMBER: (949)852-9119 ADDRESS: Brian Young2601 Main Street, Ste. 960 Irvine, 92614 |
BTA Advisory Group |
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BTA is known as one of the Nation's top business advisors, offering owners who are too busy being successful a myriad of solutions to assist them with business succession, tax planning and retirement funding. Serving So. OC for nearly 40 years |
MEMBER SINCE: 02/13/2006CONTACT: Jordan Maslyn, Mr.PHONE NUMBER: (949)900-0099 ADDRESS: BTA Advisory Group15520 Rockfield Blvd., Suite G Irvine, 92618 |
Carter Capital |
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Carter Capital negotiates with the IRS and State Tax Agencies to lower the amount private citizens and companies owe to back-taxes and penalties. |
MEMBER SINCE: 03/31/2009CONTACT: Craig Campanaro, Mr.PHONE NUMBER: (888)988-9868 ADDRESS: Carter Capital9560 Research Drive Irvine, 92618 |
CDA Processing |
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CDA Processing is a full service debt settlement company approved within 48 states. |
MEMBER SINCE: 02/08/2010CONTACT: Tala Salimi, Mrs.PHONE NUMBER: (866)232-1145 ADDRESS: CDA Processing16500 Bake Parkway, Suite 200 Irvine, 92618 |
Cinergy Commercial Capital, Inc. |
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We are an asset-based commercial lender providing small and midsized businesses with working capital and financing solutions for growth. We produce approvals for equipment leasing, accounts receivable financing and credit card cash advances. |
MEMBER SINCE: 11/30/2009CONTACT: Jan Ibey, Ms.PHONE NUMBER: (949)460-6448 ADDRESS: Cinergy Commercial Capital, Inc.23046 Avenida de la Carlota, Suite 600 Laguna Hills, 92653 |
Coastal Point Group |
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I offer an investment in healthcare real estate where people earn monthly income, have growth potential, avoid risk and volatility in the stock market and further diversify their investment portfolio. |
MEMBER SINCE: 06/15/2010CONTACT: Brett Laddusaw, Mr.PHONE NUMBER: (949)812-4437 ADDRESS: Coastal Point Group18101 Von Karman Avenue, 3rd Floor Irvine, 92612 |
Edward Jones |
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MEMBER SINCE: 03/30/2009CONTACT: Susan Shahidi, Mr.PHONE NUMBER: (949)757-0878 ADDRESS: Edward Jones2010 Main Street, Suite 310 Irvine, 92614 |
Endeavor Financial Solutions |
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With over 100 years in financial experience we provide debt settlement and loan modification services to consumers struggling with credit card and/or mortgage debt. |
MEMBER SINCE: 07/17/2008CONTACT: Michael Clary, Mr.PHONE NUMBER: (949)769-3903 ADDRESS: Endeavor Financial Solutions32 Discovery, Suite 160 Irvine, 92618 |
FMC Financial Group l MassMutual |
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Chris actively hires, trains and manages Financial Advisors. Chris also provides investments, insurance and estate planning. |
MEMBER SINCE: 05/27/2004CONTACT: Christopher Bissonnette, CFS, Mr.PHONE NUMBER: (949)225-9398 ADDRESS: FMC Financial Group l MassMutual4695 MacArthur Court., Suite 1000 Newport Beach, 92660 |
LPL Financial |
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LPL Financial Services specializes in retirement and investment management services. We believe that money is merely a tool to help you achieve your dreams and goals. |
MEMBER SINCE: 01/16/2003CONTACT: Robert Schiff, Mr.PHONE NUMBER: (949)475-9052 ADDRESS: LPL Financial2192 Dupont Drive, Suite 106 Irvine, 92612 |
Oxygen Funding Inc. |
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MEMBER SINCE: 07/06/2010CONTACT: Don Dambrosio, Mr.PHONE NUMBER: (949)305-9300 ADDRESS: Oxygen Funding Inc.9 Orchard Road, Suite 102 Lake Forest, 92630 |
Pacific Venture Club |
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The Pacific Venture Club facilitates entrepreneurs by providing financing assistance, management assistance, industry connections and marketing resources. |
MEMBER SINCE: 12/17/2009CONTACT: Robert Coleman, Mr.PHONE NUMBER: (707)762-2170 ADDRESS: Pacific Venture Club501 Second Street Petaluma, 94952 |
Principal Financial Group |
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The Principal Financial Group is a leading financial institution offering businesses and individuals a wide range of financial products and services including retirement and investment services, life, disability and health insurance and mortgage banking. |
MEMBER SINCE: 06/06/2003CONTACT: Curtis Hollowell, Mr.PHONE NUMBER: (949)442-6940 ADDRESS: Principal Financial Group18101 Von Karman Ave. #1150 Irvine, 92612 |
Royal Alliance Associates, Inc. |
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AIG's 401(K) Plan is nationally endorsed by the U.S. Chamber of Commerce and locally by your Irvine Chamber. The Chamber plan is now available to all members through the BONUS Program. |
MEMBER SINCE: 09/23/2004CONTACT: Fernando Moreira, Mr.PHONE NUMBER: (949)261-8630 ADDRESS: Royal Alliance Associates, Inc.4701 Teller Avenue, Suite 101 Newport Beach, 92660 |
Savino Tax Advisory Group |
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We provide tax, investment and insurance services to assure our clients meet their lifestyle and legacy goals. We assist with protecting assets, reducing taxes and avoiding common mistakes in planning for the future. |
MEMBER SINCE: 06/30/2009CONTACT: Joan Savino, Ms.PHONE NUMBER: (949)233-6308 ADDRESS: Savino Tax Advisory Group21 Willowgrove Irvine, 92604 |
Signature Resources Insurance and Financial Services, Inc. |
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At Signature Resources, we work with our individual and business clientele to blend the art and science of wealth management in order to provide a unique financial planning experience. |
MEMBER SINCE: 06/21/2006CONTACT: Gregory Kaltenbach, Mr.PHONE NUMBER: (949)794-0800 ADDRESS: Signature Resources Insurance and Financial Services, Inc.2601 Main Street, Suite 700 Irvine, 92614 |
State Farm Insurance |
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Insurance services for auto, Home, Renters, life and long term disability |
MEMBER SINCE: 02/14/2006CONTACT: Sharon Leung, Ms.PHONE NUMBER: (949)252-0900 ADDRESS: State Farm Insurance18004 Sky Park Circle, Suite 250 Irvine, 92614 |
State Street Investment Manager Solutions |
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World's leading provider of financial services to institutional investors, our broad and integrated range of services spans the entire investment spectrum, including research, investment management, trading services and investment servicing. |
MEMBER SINCE: 04/09/2008CONTACT: Michael Goonan, Mr.PHONE NUMBER: (949)932-3000 ADDRESS: State Street Investment Manager Solutions48 Discovery Suite 150 Irvine, 92619 |
Sunwest Bank |
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Sunwest Bank, headquartered in Tustin, is the premier small and middle market business bank in southern California. |
MEMBER SINCE: 01/15/2010CONTACT: Andy Lamb, Mr.PHONE NUMBER: ADDRESS: Sunwest Bank17542 E. 17th Street, Suite 200 Tustin, 92780 |
Sunwest Bank |
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Sunwest Bank, headquartered in Tustin, is the premier small and middle market business bank in southern California. |
MEMBER SINCE: 01/10/2010CONTACT: Andy Lamb, Mr.PHONE NUMBER: ADDRESS: Sunwest Bank1500 Quail Street, Suite 120 Newport Beach, 92660 |
Wells Fargo Bank |
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MEMBER SINCE: 05/30/2006CONTACT: Sandra Steed-Martinez, Ms.PHONE NUMBER: (949)251-6014 ADDRESS: Wells Fargo Bank2030 Main Street, Suite 1100 Irvine, 92614 |
Wells Fargo Bank - Corporate Business Center |
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Business Banking Center for the Irvine area offering a wide array of both business and consumer services including home mortgage, equity lines, equipment loans, investments, checking accounts and more. |
MEMBER SINCE: 06/30/2004CONTACT: Charles Phillips, Mr.PHONE NUMBER: (949)862-7430 ADDRESS: Wells Fargo Bank - Corporate Business Center2540 Main Street, Suite R Irvine, 92614 |
Wells Fargo Bank - Culver |
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MEMBER SINCE: 05/30/2006CONTACT: Nalini Barton, Mrs.PHONE NUMBER: (949)559-0170 ADDRESS: Wells Fargo Bank - Culver14468 Culver Drive Irvine, 92604 |
Wells Fargo Bank - Northwood Office |
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MEMBER SINCE: 05/30/2006CONTACT: Justin Neiman, Mr.PHONE NUMBER: (714)832-1143 ADDRESS: Wells Fargo Bank - Northwood Office13140 Yale Street Irvine, 92620 |
Wells Fargo Bank - Quail Hill |
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MEMBER SINCE: 05/30/2006CONTACT: Dominic Nguyen, Mr.PHONE NUMBER: (949)823-2700 ADDRESS: Wells Fargo Bank - Quail Hill6503 Quail Hill Parkway Irvine, 92603 |
Wells Fargo Bank - Trabuco Grove |
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MEMBER SINCE: 04/06/2006CONTACT: David Treffery, Mr.PHONE NUMBER: (949)552-2523 ADDRESS: Wells Fargo Bank - Trabuco Grove14211 Jeffrey Road Irvine, 92620 |
Wells Fargo Bank - Woodbridge Office |
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MEMBER SINCE: 05/30/2006CONTACT: Titi Vu, Mr.PHONE NUMBER: (949)552-2049 ADDRESS: Wells Fargo Bank - Woodbridge Office4850 Barranca Parkway Irvine, 92604 |