
Connected.
We have worked with our network for many years. Our clients are given top-shelf service and priority. We work together to provide solutions based on the complete picture of all your business and individual needs.
-
Michael Lawton
Lawton Real Estate is a full-service commercial real estate brokerage and property management company helping tenants, owners, and investors in Orange County achieve their goals. They specialize in leasing, managing, and sales of properties ranging from retail shopping malls to office buildings to multi-unit apartment complexes and undeveloped land. His team of real estate brokers, agents, and managers is ready to help you achieve your goals.
-
Nick Lieberman
Bona Fide offers the best mortgage tools available on the Internet - easy, convenient, the best loan programs and most current rates available, together with the assistance of an experienced live loan officer to guide you through the often difficult and confusing process of choosing and getting the exact loan to meet your specific needs.
-
Hal Pappano
Founded in 1986, Sterling Property Management, Inc., has been serving owners of apartment properties in Orange, Los Angeles, Riverside, and San Bernardino Counties for over 35 years. During that time Sterling Property Management, Inc. has managed nearly 300 properties consisting of approximately 3,000 units, varying in size from as small as a duplex to as large as over one hundred units per location.
-
Kelly Clyde
South Coast Investment Advisors specializes in wealth management for high-net-worth individuals and their families. They serve as Personal CFO to a select group of individuals, families, and businesses, helping them lead remarkable lives and leave lasting legacies. Accumulating wealth throughout life takes persistence and focus. Their process creates an experience that helps empower their clients to make the right decisions with more successful outcomes.
-
Kent Arnold
With more than 20 years of experience as a financial advisor, Kent believes in a holistic approach that begins by understanding and clarifying his client’s expectations and goals before investing any money.
Kent welcomes the involvement of his client’s CPA, attorney, and other professionals to address the entire scope of your financial life.
-
Yuval Domb
Clarity Group Financial believes that the experience and execution associated with the big accounting firms can be paired with the cost-effectiveness of the local CPA. Clarity has created a client service model that is specifically tailored to the needs of today’s individual and small business…with value-added every step of the way.
-
Jeremiah Lee
TriCord Legal Services, Inc. is operated by Jeremiah J. Lee. He focuses his time on mergers and acquisitions, estate planning, and business and succession planning. He guides clients through both financial and legal issues to help them build the life they love.
-
David Revere
Over the past decade, David and MediaTamer have managed small local business clients as well as companies with annual revenues of over $300 Million. They are not a cookie-cutter one size fits all partner. They offer personalized service with proven results.
-
Al Holguin
Al Holguin founded Dynamic Nation in 1999. They specialize in Window, Mac, Linus. Video and audio editing, Cat 6 cabling, Trial Tech, and home office support generalist. Al provides custom IT solutions fit for his clients unique needs.
-
Wendy Romoan
Your assets & your experience are their top priorities. At Alliance Mutual Escrow, they understand the escrow process is not the most exciting but it’s certainly one of the most necessary. Minimizing risk and maximizing security are key. They pride themselves on their ability to offer the highest level of knowledge and expertise in assisting such a life-changing experience.