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Services for Individuals and Families
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Whether you are just starting out,
enjoying your prime earning years, or transitioning to retirement,
one thing is for certain: managing your finances is not getting
any easier. That's exactly the reason we founded Black & Associates—to help our clients take a comprehensive approach to addressing
their financial needs and pursuing their wealth management objectives. The diagram below illustrates the financial areas that we advise in. Clicking on an area of interest will take you to a detailed description of the service and an outline of the streamlined processes we use in each planning area. PROFESSIONAL WEALTH MANAGEMENT SERVICES ^  Contact Us Today! To learn more about our professional wealth management services^ and how we can help pursue your personal financial needs, please contact us during normal business hours at 714.821.6393 or click here to fill out an online information request form. |
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Shaun Black is a registered representative registered to transact business with clients in California. ^Shaun Black is advisory licensed in the following states: California. Shaun Black is also an insurance agent licensed in California - insurance lic. OF45986. Jelena Black is a registered representative registered to transact business with clients in California. Jelena Black is also an insurance agent licensed in California - insurance lic. OE88261. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. *Securities offered through H.D. Vest Investment Services (sm), Member: SIPC, ^Advisory Services offered through H.D. Vest Advisory Services (sm), non-bank subsidiaries of Wells Fargo & Company, 14241 E. Firestone Blvd. Suite 400, La Mirada, CA 90638. Phone (714) 821-6393 • Fax (714) 876-0753. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate and may lose value. © 2004-2008 Black and Associates LLP • Los Angeles and Orange County California