Financial Services
Providing tax return and payroll preparation services to individuals and businesses with professionalism and attention to detail.
EDSEL M. BROWN JR. can help you develop an approach to meet all your financial service concerns including such critical areas as: Retirement and Long-Term Care Planning, Estate Planning, Life Insurance, College Education Funding, Charitable or Planned Giving, and Investment Planning*.
For Businesses and Organizations, we can assist you with Group Plans as well as Employee Benefits including Retirement Plans, Disability Insurance, Buy Sell Funding, Cross Purchase Plans, Investment of Corporate Assets, and more.
Financial Service Products Offered include: Life Insurance, Disability Insurance, Health Insurance, Stocks*, Bonds*, Mutual Funds*, Long Term Care, IRAs, Annuities,
*Securities offered through Quest Capital Strategies, Inc., Member SIPC, FINRA, 23832 Rockfield Blvd, Suite# 130, Lake Forest, CA 92630 (949) 830-4885. Background information on Edsel M. Brown Jr in the securities industry may be obtained by going to Broker Check (www.finra.gov)
