CS TOMASI Wealth Management is a Registered Investment Advisor with services for business owners, women, individuals, and families in the Long Beach area. The firm creates customized investment portfolios using advisory accounts, brokerage accounts, stocks and bonds, mutual funds, limited partnerships, variable annuities, alternative investments, and college savings plans. Its financial plans include long-term financial planning, estate planning, and retirement planning. Additionally, CS TOMASI Wealth Management helps with retirement plans by managing IRA accounts, employee benefit plans, and small business 401(k)s. It also offers health, disability, variable universal life, long term care, and whole life insurance options.
Long Beach, CA, 90804