(760) 789-0900 

Transitional Planning,

 Investment

Management and

Trustee Advisory

Services for

Our Older Generation

 

Services

MYERS FINANCIAL GROUP, INC. offers the following services:

  • Fee-Only Investment Management
     

  • Transitional Planning
     

  • Date-of-Death Valuations and Computation of Tax Basis
     

  • Cash Flow Analysis
     

  • Annual Trust Accounting
     

  • Referrals to Estate Planning Attorneys and Certified Public Accountants
     

  • Re-Registration of Accounts
     

  • Bank Statement Reconciliation and Establishment of Auto Bill Pay
     

 

 

If you would like to schedule a complimentary appointment to see if we can be of service to you, please contact us at 760.789.0900
 

PHILOSOPHY | COMPANY OVERVIEW | SERVICES | BIOGRAPHY | CONTACT

 

Myers Financial Group, Inc.  A Registered Investment Advisory Firm

 

Monday, March 02, 2009 09:11:58 AM.

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