Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Andres-Burns is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Brea, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Matthew Andres-Burns - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rob Burns is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Brea, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Rob Burns - Thrivent

SWAT Advisors helps individuals and business owners reduce taxes, grow wealth and plan secure financial futures. Our certified, award-winning team offers expert tax planning, financial planning, exit planning and CFO services.

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle-market, and venture-backed businesses. Member FDIC. For more information, please visit us at www.bancofcal.com.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Brea, CA live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping... Read More about Angelica Silva, Bankers Life Agent

The Brea, CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Brea, CA area, Steve Lee will take the time to... Read More about Steve Lee - Financial Advisor, Ameriprise Financial Services, LLC

Paramount Tax & Accounting CPAs is a professional tax and accounting firm that utilizes licensed professionals to provide value to individuals and businesses through a broad range of accounting firm services. Through dedication to the three underlying principles of professionalism, responsiveness & quality, Paramount Tax & Accounting CPAs is committed to providing outstanding service to our clients.

Cloud Rush is a Southern California based cryptocurrency mining facilitator specializing in providing custom mining plans. We sell crypto mining hardware packages for beginners and pros alike, making it effortless to secure a unique stream of passive income while contributing to the next generation of blockchain-powered decentralized Internet.

Our motto is: "Providing Retirement Plan Sponsors with solutions to retirement plan installation and annual administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a conscious effort to offer clients a fixed administrative expense. This allows the client the ability to make accurate annual budget projections regarding their qualified retirement plans. SRI is an... Read More about Secured Retirement Incorporated

Founded in 2010, Bright Advisers comprises of over 25 seasoned financial experts dedicated to providing clients with customized solutions and integrated tax planning. The strength in Bright Advisers lies in its deep commitment to practiced discipline and innovation. This balance of measured methodologies and forward-thinking insight offers clients a carefully designed approach to capturing opportunities that address their specific situations.

Pure Financial Advisors, Inc., a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue and zero assets under management. Within just seven years of the firm's opening, Pure Financial surpassed $1... Read More about Pure Financial Advisors, Inc.