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Anthony  Lugo, CFP®,CEPA®

Parallel Advisors

Parallel Advisors

 415-231-2123,

Parallel Advisors is an independent wealth management firm headquartered in SF. We combine our wealth advisors and in-house CPAs to provide in-depth tax, investment, & wealth planning for our clients when dealing with a life transition, the sale of a business, retirement, or a liquidity event.

ServingCalifornia

Helen Yoo

New Century Escrow, Inc.

New Century Escrow, Inc.

 626-890-1151 Direct

Helen Yoo at New Century Escrow, Inc. is a fully licensed & bonded independent escrow company. Over 20 years combined experience in handling bulk escrow transactions. Multi-lingual staff that speaks your language, including Korean, Chinese, Vietnamese. Call Helen Yoo direct at 626-890-1151.

ServingSouthern California

Salman Rasheed

Big Block Realty

Big Block Realty

 714-488-4341 Call/Text, 424-413-1216 Call/Text

Member of CABB/IBBA, these professional organizations provide us with many analytical tools to help guide us in the evaluation process of your business.

ServingCalifornia

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