Referral Page

Need an Estate Attorney?  Wedding Coordinator?  Web Page Designer?  Due to the nature of our business, we have developed a vast network of contacts.   This has allowed us to put our clients, friends and associates in touch with trusted professionals in various industries.  Enter your info below if you are in need of a service or if you have a referral of a professional whose service you highly recommend. 

Put in your request below and if we can help point you in the "right" direction, we will:

First Name:
Last Name:
Phone #:
E-Mail:
   
What service are
you looking for?
   
What professional are
you recommending for
our network?

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
managemet through LPL Financial Services a Registered Investment Advisor and Member FINRA/SIPC.
Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.