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TESTIMONIALS

Lesley Gilmore

The Beverly Hills Chamber of Commerce has helped us move the business forward by creating brand awareness for us and allowing us the opportunity to create long term partnerships with our neighbors in the community. Thank you again for all that you do.

Lesley Gilmore - Private Dining Director - Fleming’s Steakhouse

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Financial Planners

Daniel Scott Johnson, Assistant Vice President- Investments
Financial Planning, Business Succession Planning, Divorce Planning, Estate Planning, Wealth Transfer & Gifting Strategies, Retirement Planning, Trust Asset Management, Coporate Trustee Services, Family Office Wealth Management Services, Tax Saving Strategies, Banking & Cash Management Solutions, Portfolio Risk Analysis, Life Insurance, Long Term Care Insurance, Merchant Services, Business Lines of Credit, Mortgages, Refinancing, Investments- Stocks, Bonds, ETF's, Mutual Funds, Annuities, Real Estate, MLP's, Private Equity, IPO's, Options, Personal and Corporate Retirements Plans, Employee Benefits, 401K-IRA Rollovers, Socially Responsible Portfolios, Value Based Investments, Goals Based Investing, 529 College Saving Accounts
10960 Wilshire Blvd, suite 2000
Los Agneles, CA 90024
8383 Wilshire Blvd
Suite 212
Beverly Hills, CA 90211

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