Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.

Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.

Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

RAD Dad Wallet is a local financial planner and notary public in Fullerton, CA that is committed to excellence in every aspect of our business. We uphold a standard of integrity bound by fairness, honesty, and personal responsibility. Our distinction is the quality of service we bring to our customers. Accurate knowledge of our trade combined with ability is what makes us true professionals. Above all, we are watchful of our customers' interests and make their concerns the basis of our business. We offer a variety of services such as financial planning, investment planning, notary services, and much more.

Term vs Whole Life Insurance can be one of the biggest questions in Financial Planning. We have been helping families understand their assets with our professional Money Planner. Many times, a family is facing challenges for caring for an aging parent. They might suddenly find themselves buying diapers for adults. We help families find financial assistance for assisted living including Veterans Benefits. By understanding your specific situation first, we are able to give you several options to preserve your families dignity and assets. We have helped thousands of families create a simple plan to protect their life's work and their parents assets. Call today to learn how our caring team can assist you and your family.

Burdge Logistics works with owners of successful private companies to position them for growth, recapitalization, management succession or exit. Founder Michael Burdge brings to bear his 28 years of successful entreprenuership and experience in orchestrating a successful exit of his aerospace company on behalf of business owners and capital partners. Clients count on Burdge Logistics' trusted advice to help them navigate the unfamiliar terrain of private equity, merchant capital and other aspects of the capital markets when they are seeking growth capital or exit. Others look to Burdge Logistics to assist with strategic projects, major contracts and program development in industries such as aerospace & defense, clean tech, commercial & industrial and aviation & automotive.

He is a Registered Principal and Branch Manager of an independently owned branch of Raymond James Financial Services, Inc. Craig has a track record of diversified investment strategies for a wide variety of clients including corporations, foundations, and individuals. He is adept at developing and maintaining mutually profitable business relationships and has extensive expertise in wealth management, wealth transfer, wealth preservation, financial planning, and charitable giving.