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Contemporary Retirement Strategies

(on east birch street)
Financial and Investment Services in Brea, CA
Financial and Investment Services
Insurance

Location

3000 East Birch Street
Brea, CA
92821

About

Leo Do Carmo of Contemporary Retirement Strategies: I have been in the Financial Planning Field since 2003 holding with LPL securities registrations 7, 63 and 66 as well as Life and Disability Insurance license in California. Specialties: Detailed financial analysis of individuals, couples, families and business owners and concise customized recommendations to grow, preserve and distribute income in the most tax efficient and strategic manner. Also available on a fee basis: working with professional money managers to offer additional investment choices and teachers and school administrators helping supplement CALPRS and CALSTRS plans with TSA and/or 403b tools to enhance retirement income.

Information

Company name
Contemporary Retirement Strategies
Category
Financial and Investment Services

FAQs

  • What is the phone number for Contemporary Retirement Strategies in Brea CA?
    You can reach them at: 714-528-8823. It’s best to call Contemporary Retirement Strategies during business hours.
  • What is the address for Contemporary Retirement Strategies on east birch street in Brea?
    Contemporary Retirement Strategies is located at this address: 3000 East Birch Street Brea, CA 92821.