Liberty Trust Preparation
Contact: Robert J. McDonnell
3700 Campus Dr., Ste. 105
Newport Beach, CA 92660
(949) 752-7479
(800) 922-7764
Fax: (949) 752-7518
Email: robert@rjmlawoffices.com
Services/Products: Trust Services
Macro Strategic Design Inc.
Contact: Jennifer Gray
6320 Canoga Ave., #770
Woodland Hills, CA 91367
(818) 932-1976
Fax: (818) 932-9769
Email: info@macrostrategicdesign.com
Website: www.macrostrategicdesign.com
Services/Products: Trust, Consulting
Polycomp Administrative Services Inc.
Contact: Harry Veldkamp
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111 ext. 125
Fax: (818) 346-8672
Email: hveldkamp@polycomp.net
Website: www.polycomp.net
Services/Products: Retirement Plan Administration, Self-Directed IRAs, Cafeteria Plans, Association Trust Services
Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
E-mail: pstraub@aol.com
Website: www.savegainstax.com
Services/Products: Life Insurance Trust, Investment Advice, Charitable Remainder Trust, Fee-Based Consulting, Sep-IRA, Simple IRA, Roth IRA, Charitable Installment bargain sales.
Serving Nationwide
Trustmakers.com
Contact: John Dietz
67 Wall St., Ste. 2411
New York, NY 10005
(888) 916-7070 ext. 802
Fax: (212) 202-4503
Email: john@trustmakers.com
Website: www.trustmakers.com
Mini Group Size: 6
Services/Products: Asset Protection & Wealth Preservation
Serving: Nationwide
The Wright Company
Contact: Bruce Wright
6320 Canoga Ave., #770
Woodland Hills, CA 91367
(818) 715-1061
Fax: (818) 932-9769
Email: info@thewrightco.com
Website: www.thewrightco.com
Services/Products: Consulting