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Go Beyond Tomorrow
Categories
Financial Services
Hours:
Monday through Friday 9 am to 6 pm. Call to set up an appointment, 714-658-8998
Driving Directions:
We are right off the 405 @ Brookhurst & Talbert. (3rd Fl of Physical Therapy Building)
About Us
After experiencing firsthand how the financial system can fail everyday families, Lori Friedman made it her mission to change that reality from the inside out.
With 20 years of expertise in financial services, Lori now helps local families and business owners get financially organized, clarity-focused, and prepared for whatever life brings. She believes the strategies available to wealthy investors should be accessible to every hardworking household, and she's built her practice around that conviction.
Lori leads with education, transparency, and a genuine personal investment in her clients' outcomes. When you work with her, you're not just getting expertise. You're getting someone who has been where you are and knows exactly what it means to need a trusted advocate in your corner.Images
Rep/Contact Info
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