Your financial planning needs are unique. So is our expert team of 1 financial advisors, led by Bruce Lacey, CPA. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
120 Newport Center Dr. Office #275
Newport Beach, CA 92660
Driving directions >
Telephone:
805-372-2660
M-F: 8am - 5pm
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