Midland National Life Insurance

Mark G. McNelis Associates Inc. is a tax and accounting firm based in Montrose, CA, with over 25 years of experience in providing professional, timely, and comprehensive services to clients from various backgrounds and industries. The firm prides itself on delivering personalized, friendly, and responsive service, ensuring that each client's needs are understood and catered to in a relaxed atmosphere. Committed to customizing their services, Mark G. McNelis Associates focuses on building strong relationships with clients to ease the stress often associated with financial services. Their knowledgeable team is available to discuss individual needs and help clients navigate tax planning and accounting matters effectively. Generated from the website

Von Adelung Wealth Management is a distinguished wealth management firm located in Glendale, CA. They set themselves apart by providing personalized service and conducting comprehensive quarterly reviews of their clients' investments, aiming to support their long-term wealth and retirement goals. With a focus on investment management, insurance services, retirement planning, and financial planning, they strive to deliver superior returns while minimizing risk and ensuring that each client's portfolio is tailored to their unique needs and objectives. At Von Adelung Wealth Management, their investment strategies encompass a diverse range of asset classes, and each portfolio is individually managed to optimize performance. They constantly monitor the market for opportunities and adjust portfolios accordingly. In addition to their investment expertise, they take a different approach to insurance, prioritizing their clients' peace of mind and financial independence. They offer various insurance services, including life insurance, annuities, and health insurance, and work closely with clients to determine the best products for their specific circumstances. Furthermore, their retirement planning services help clients prepare financially for their desired lifestyle in retirement, offering guidance on IRS qualified retirement plans and conducting retirement analyses to ensure readiness for this important life stage.Generated from the website