CS TOAMSI Wealth Management offers financial services for wealth management clients in wealth accumulation, financial planning, retirement planning, and estate planning. Tax services are available only to our wealth management clients. Our goal is to help you grow and protect your wealth.
Website: cstomasi.com
Phone: (562) 494-4668
Closed now
- Wed 7:30 AM - 4:30 PM
949 South Coast Dr, Ste 250 Costa Mesa, CA 92626 ·2175.75 mi
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Reviews
yelpWalked in to C. S. Tomasi for financial consultation and advising help after many pleading recommendations from close friends (the office is stunning by the way). After previously parting with our...
MoreSo here is an update to my previous review - 3 1/2years after my mom passed away, the trust is finally complete. Although for most of the time my parents thought Christiane assisted in their best...
MoreCalled here and was told Christiane was on vacation and they could help me in 2 weeks. Then I called two weeks later and they said she couldn't help me or didn't know - what kind of operation is...
MoreI have been working with Christiane and her team for years already, every time we visit her is always a pleasure, her expertise, wealth of knowledge, and her strong team creates a very friendly...
MoreCS TOMASI has been my advisors for many many years, and I have been very happy with their services. So happy that I have gotten to the point of advising them that they need not call me for...
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