Strategic Resources
Professional Partners
At DSI Wealth Management we've learned through the years that each client is unique, yet many have similar challenges in their lives. Here is a useful list of professionals who share our passion for serving high-net worth individuals and their families.
Accounting and Business Consulting
Bernard A. Bernstein, CPA
Bernie's firm offers complete accounting, bookkeeping and advisory services to professionals and small business owners.
Bernstein & Rathman, Inc.
740 North Garey Avenue
Pomona,
CA 91767-4614
(909) 469-5872
Legal Services
Tiffany D. Cardoza, J.D.
Tiffany provides legal advice to small business owners and professionals. Her services include legal advice, document review, document drafting, real estate transactions and other legal matters.
Tiffany D. Cardoza, J.D.
9431 Haven Avenue, Suite 114 Rancho Cucamonga, CA 91730
(909) 484-1355
TCardoza@Tiffany Cardoza.com
www.TCardoza.com
Estate Planning
Tax and Financial Group
T&FG provides complete estate planning services to the public and to the clients of financial and investment advisors. With over 100 employees their staff includes CFPs, Attorneys, CPAs insurance and estate planning professionals.
Tax & Financial group
4001 MacArthur Blvd., 3rd Floor
Newport beach, CA 92660
(949) 223-8100 (800) 373-2177 (Toll Free)
You are under no obligation to use the services of any of the third-party entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial or DSI Wealth Management.
