directory 09
carriers
Acupuncture
broker/dealers
chiropractic cobra critical illness dental plans error&omissions 401 (k) health carriers
HSAs prepaid legal life settlements LTC massage online resources paramedical firms prescription drug psychological plans regional offices reverse mortgage section 125 TPAs Trust weight loss wellness worksite Marketing

TRUSTS SERVICES

Global Strategic Advisors
Contact: John Dietz
110 Wall St., 11th Floor
New York, NY 10005
(888) 435-6030
212-671-1188
Fax: (212) 202-4503
Email: info@globalstrategicadvisors.com
Website: www.globalstrategicadvisors.com
Mini Group Size: 35
Services/Products: Asset Protection & Wealth Preservation
Serving: Worldwide

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: Bruce Wright
P.O. Box 480
Simi Valley, CA 93065
(310) 545-8040 Fax: (310) 545-7776
Email: info@macrostrategicdesign.com
Website: www.macrostrategicdesign.com
Services/Products: 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, Self Directed Installments sales, Life Settlements, VA Pension Benefits
Serving Nationwide

Trustmakers.com
Contact: John Dietz
110 Wall St., 11th Floor
New York, NY 10005
(888) 916-7070 ext. 802
Fax: (212) 202-4503
Email: john@trustmakers.com
Website: www.trustmakers.com
Mini Group Size: 35
Services/Products: Asset Protection & Wealth Preservation
Serving: Nationwide

The Wright Company
Contact: Bruce Wright
P.O. Box 480
Simi Valley, CA 93065
(310) 545-8040
Fax: (310) 545-7776
Email: info@thewrightco.com
Website:www.thewirghtco.com
Consulting

 


Copyrights©CalBrokerMag.com 2010. All rights reserved.   Privacy Policy California Broker Magazine, Insurance Agents & Brokers