McKenzie Legal & Financial
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2631 Copa De Oro Dr, Los Alamitos, CA 90720
2631 Copa De Oro Dr, Los Alamitos, CA 90720
Website
EmailWe are one of the only firms in Southern California who offer full-service estate planning, probate, financial consulting and elder law services. Our Estate Planning services include Living Trusts, Wills, Powers of Attorney, and Advance Health Care Directives. Special planning is available for families with children, special needs beneficiaries, and other unique circumstances. If needed, trust administration services are also available.
Reviews
06/07/2016
Provided by YP.comNothing but good to say about our dealings with Thomas McKenzie Legal & Financial.
Staff is friendly and polite, office and waiting area very nice and roomy. Try his service you won't regret it at all.
Good sense of humor also.
01/02/2013
Provided by YP.comMore Business Info
WEALTH PRESERVATION, ESTATE PLANNING, FINANCIAL CONSULTING AND ELDER LAW STRATEGIES
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- Family Law, Estate Planning, Living Trust, Wills, Power of Attorneys, Elder Care, Long Term Care, Medi-Cal Planning - Asset Protection, Special Needs Trust, Pre and Post Death Planning, Probate and Trust Administration, Veteran Planning, Same Sex Couples Planning, Modifying and Reforming a Trust.
- Location
- We are near the intersection of the 405 Freeway, the 605 Freeway and the 22 Freeway.
- Neighborhood
- Rossmoor
- Amenities
- Appointments Available
- Associations
- California State Bar; Trust & Estate Section of the Bar; National Academy of Elder Law Attorneys; Orange County Bar; past Chair of the Board of Directors of the OC Elder Bar; International Association of Registered Financial Consultants; Five Star Wealth Manager Award Winner
- AKA
Thomas L.McKenzie, Attorney at Law
- Other Link
- Categories
- Attorneys, Elder Law Attorneys, Financial Planning Consultants, Financial Services, Wills, Trusts & Estate Planning Attorneys
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