First American Trust provides professional asset management and trust services for successful individuals, families, corporations, pension plans, endowments and foundations. Our offerings are based on a philosophy that emphasizes sound portfolio construction, service, value and stability. Personalized dedication to you, strong investment returns and uncompromising commitment to quality are just some of the attributes that separate First American Trust from other financial institutions. Contact one of our Financial Advisors to experience the First American Trust difference.
One Pacific Financial, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardians offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
EFS has been around since late 2017. With a goal in mind of spreading financial awareness through financial literacy. Whether that be finding the proper life insurance that’s adequate for you and your family’s needs. To having the proper estate and retirement plan. We are also very proud and excited to now be offering an extra service for our clients and soon to be clients as a notary. We are able to serve you as a mobile notary all over orange and Los Angeles county. We are also certified has a notary signing agent for all the home loans. So please do not hesitate on reaching out for any question and for free quotes! We are here to help you every step of the way.
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Combining the needs of qualified borrowers with the wants of real estate investors to create the truest form of safe and secure residential lending.
