Financial Planning for Families with Special Needs
Financial Planning for Families with Special Needs
JLB Financial Inc.
Sustainable Wealth Solutions
Jon L. Bowles
Financial Advisor
1055 E. Colorado Blvd. 5th Floor
Pasadena, CA 91106
626-240-4683
626-240-4699 (fax)
jbowles@
Northwestern Mutual
Financial Network
Michal A. Bornstein
Financial Representative
515 S. Flower St. Fl 33
Los Angeles, CA 90071
213-243-7061 – Office
213-243-7001 – fax
30-968-3192 – cell
Michael.bornstein@
michaelbornstein
Mass Mutual Financial Group
Todd B. Daniel, LUTCF, CLTC
Special Care Planner
Insurance & Financial Services
CA Insurance License # 00823665
21600 Oxnard St. Suite 1750
Woodland Hills, CA 91367
Direct (818) 449 – 1684
Fax (818) 449 – 1695
e-mail: todddaniel@
todd-daniel
Nancy Harris
Broker
DRE 01200823
Harnan Financial Group Inc.
6029 Bristol Parkway, #250
Culver City, CA 90230
(310) 649-2221
(310) 649 – 0156 – Fax
(310) 713 – 0679 – cell
nancy@
New York Life
Jane Reese-Wilkins
Agent
CA Ins. Lic. # 0C542111
New York Life Insurance Company
301 N. Lake Ave. Suite 500
Pasadena, CA 91101
Bus. 626-356-7662
Cel. 626-372-9097
Fax 626-795-6974
jcreesewilki@ft.
TMI Consulting Group
Financial Services, Marketing & Fund Development
Carolyn D. Trader, MBA
President
4859 W. Slauson Ave Suite 119
Los Angeles, CA 90056
P: 213.952.4816
F: 213.652.1012
tmicgrp@
tmiconsultinggroup.
The Kopitz Unger Group
Victoria R. Unger
Senior Vice President
Financial Advisor
Morgan Stanley Smith Barney
9665 Wilshire Blvd.
Suite 600
Beverly Hills, CA 90212-2314
Tel. 310-285-2603
Fax. 310-285-0857
Toll free. 1800-237-3554
Victoria.r.unger@
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