Financial Advisors

Address: 21900 Burbank Blvd UNIT 290, Woodland Hills
CA 91367
Short Business Description:
The team behind Economics & Family Insurance Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Long Business Description:

Nick Yekani

President

Nick firmly believes that lasting joy and happiness in life comes from taking care of your health and your family first. Economics and Family Inc. was therefore created to educate families, business owners and individuals, guide them on their way to financial success and execute the most advanced financial strategies available to them.

“Helping individuals, families, as well as communities to thrive and succeed financially in life and to protect their family legacy, is our ultimate mission at Economics & Family,” says Nick.

 

 

Business Website Address:
Business Phone Number:
800-220-9609
Business Fax:
866-681-8864
Address: 16510 Bake Pkwy #100, Irvine,
CA 92618
Long Business Description:

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. MAS and Kanani Advisory Group are not affiliated companies. David CA License #0B34918, Neda CA License #0L51510.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Business Website Address:
Business Phone Number:
(949) 502-7001
Address: 5260 Ventura Blvd #700, Sherman Oaks,
CA 91403
Long Business Description:

Forbix is a full service real estate advisory firm with offices in Sherman Oaks, California and Brandon, Mississippi. What makes Forbix unique is our ability to advise clients from the standpoint of both a lender and an investor. This multi-faceted view approach has proven to be beneficial and invaluable for our clients and sets us apart from our peers. We have extensive knowledge of commercial and residential real estate financing and real estate investments in properties and debt instruments.

At Forbix, we understand that every person is different. We listen, evaluate and educate our clients about the product that would complement their scenario. By offering alternative ways to finance properties with streamline documentation, more people qualify for loans with Forbix Capital. We offer leading edge products with exceptional rates and customer service. Forbix was founded in 2011 by a group of seasoned real estate financiers and investors. Advising our clients through the real estate cycles and putting our client’s needs above all else has led to our continued success. In addition to being a nationwide lender, Forbix is also a real estate investor with ownership of over 1,000 apartment units, land and commercial projects. We have acquired and repositioned distressed properties and non-performing loans. We currently have over 500 units under development, with an aggregate value of $250 million across various states. Our real estate investment strategy is centered on one premise; value added deals. This objective is achieved by strategic partnerships with experienced developers and operators across the country.

Through our vast experience in real estate investments and our in-depth knowledge as a direct lender, we offer our clients a different perspective. We assist our clients in maximizing the returns in their existing real estate portfolios. Our team has collectively been involved in over $3 billion of debt funding. We provide permanent, bridge, construction, mezzanine and private debt financing, offering a wide array of financing products such as Agency, CMBS, and Portfolio loans. We offer long term 35 and 40-year fixed loans for existing and construction of multifamily properties. These two long term fixed rate products act as a hedge to the property’s valuation in a rising interest rate environment.

Business Website Address:
Business Phone Number:
(888) 936-7249
Address: 11661 San Vicente Blvd, Los Angeles,


CA 90049
Long Business Description:

Barouti Financial is committed to helping each of our clients build the financial portfolio of their dreams. Our specialties range from investment planning and tax planning to retirement planning and business planning. Each client receives a fully customized plan tailored specifically to their needs.

It’s important to have an experienced team in your corner to guide you through all of life’s changes. Whether you are setting yourself up for financially secure golden years or you are on the verge of opening a new business, Barouti Financial’s representatives are here to help.

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Securities offered through Emerson Equity LLC, member FINRA/ SIPC. Emerson Equity LLC and Barouti Financial are not affiliated. Securities sold only in states where Emerson Equity LLC is registered or operates pursuant to exemption from registration. California Insurance License 0A88109

Business Website Address:
Business Phone Number:
(424) 465-9000
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