Trusted Partners

IBMC Lending: Sam Chavez

Coming soon!

1212 Document:

Lupe Lopez, providing document preparation services in all areas of your legal issues, with many years of experience.  She has assisted in complex matters pertaining to all areas of the legal field.  Professional and personalized bilingual service to fit your needs.

Gale and Vallance:

Andy Gale is a Corporate Lawyer that has assisted us and our clients over the years with complex strategizing in corporate and personal asset protection. His office has over 30 years of experience in Living Trust and Corporate Law.

CA Tax Associates:

Jaime Tricerri, CPA is highly trained and professional,he offers over 30 years experience in dealing with the California State Board of Equalization (BOE) matters. With his extensive background with the BOE, he has a thorough knowledge of its often-complicated audit procedures as well as internal policies. He knows precisely what to look for and how to best advise and assist our clients.

New York Life:

Monica Rangel, LUTCF, CLTC. Life insurance can protect the ones you love and be the foundation of your financial plan. New York Life offers both term and whole life insurance at a price that works within your budget. Monica can also assist you with your financial planning needs so you may enjoy a more secure and comfortable retirement. You’ll have the peace of mind knowing that you’re backed by one of the strongest, most financially secure companies in the industry.

Orange County SCORE:

Offers FREE business mentoring, low-cost o r no-cost business training, and numerous templates and tools to help you start or grow a business.

Orange County SBDC:

Offers a continual schedule of workshops, conferences, and special events throughout the region; each designed to teach practical, hands-on small business management skills. Their training is facilitated by dynamic, knowledgeable instructors, and range in content from introductory to advanced. Topics include marketing, cash flow, financial statements, business valuation, sales, bookkeeping, accounting, strategic planning and much more.


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