Professional Partners
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. Each is dedicated to the highest level of customer service.
Accounting and Business Consulting
Bernard A. Bernstein, CPA
Bernie's firm offers complete accounting, bookkeeping and advisory services to professionals and small business owners. He has an extensive background in small business financial management and advising owners on the best strategies to insure success.
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 that face successful individuals and organizations.
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 experts.
Tax & Financial group
4001 MacArthur Blvd., 3rd Floor
Newport beach, CA 92660
(949) 223-8100 (800) 373-2177 (Toll Free)
*H. Beck, Inc. is not affiliated with, nor endorses, any of the individuals or entities listed above
