Live Your Best Life
RETIREMENT PLANNING
COLLEGE AND EDUCATION PLANNING
GENERAL INVESTING
RISK MANAGEMENT
ESTATE PLANNING
LIFE PLANNING
Alpha & Omega Financial Solutions
13215 E. Penn St., Suite 327
Whittier,
CA
90602
Phone:
- Chris: 562-945-7378 - Direct Line
- Kevin: 562-945-0760 - Direct Line
- Stephanie: 562-551-8581 - Direct Line
Newsletters
-
Don’t Take the Bait: How to Recognize Phishing Scams
In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You
Open enrollment is your chance to make every benefit count.