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Our Partners
Strazzeri Mancini LLP collaborates with other professionals – attorneys, financial planners, accountants, stockbrokers and insurance professionals – in order to serve the specialized business and estate planning needs of individuals and families. They combine your legal, financial, tax, philanthropic and business matters into a unified Wealth Strategiesplan and are proud to serve individuals and families with differing backgrounds, vocations and personalities. They endeavor to understand their clients and appreciate their goals, values and passion for life's important matters.
Our Online Resource Center is designed to enhance the information flow between you and our firm. By providing you with instant access to your managed account portfolio information, as well as current investment insights, we can work even more closely with you to develop a personalized approach to your investment needs and monitor the progress being made to reach your specific goals.
Securities Americais based in Omaha, Nebraska and was founded in 1984. Today theyare one of the nation's largest and most successful independent general securities broker/dealers, in part because of the wide range of investment products and services available to their representatives. Securities America is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). Customer accounts are cleared through National Financial Services, LLC and Pershing, LLC.
The Southern California Institute is an educational institute of professionals teaching other professionals. Southern California Institute accomplishes its goal of providing high-quality educational and informational events collaboratively, relying on experts who are active in the profession. This collaboration enables the Institute to consistently present its materials in a team-teaching environment. Thus, participants are able to gather the best of facts, opinions, judgments and perceptions from diverse, reliable sources.
The Founders Group is a consultative business advisory firm, specializing in working collaboratively with entrepreneurs, owners of closely held businesses, to enhance their business' performance. The Founders Group collaborates with the Integrated Team, consisting of the Entrepreneur, key managers and employees, the client's external advisors and our Independent Collaborative Advisors, in order to provide clients with the best solutions, customized to their particular circumstances.
*Strazzeri Mancini LLP, APS Private Asset Management, The Southern California Institute and The Founders Group are not affiliated with Securities America.
**Asset Preservation Strategies, Inc. and Securities America are not affiliated.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company's web-site and assume total responsibility and risk for your use of the sites you are linking to.
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