The Advisory Group:
Navigating Your Financial Future

CONNECT

Address:

20955 Pathfinder Rd Ste 110
Diamond Bar, CA 91765

Phone:

909-869-7880

Fax/Other:

909-869-7680

Real Estate

We have specialists in investment residential property through our affiliated California real estate brokerage, Pacific Capital Realty Services.  Not only can we advise on general property matters through our real estate brokerage affiliation, we also provide referrals to local real estate professionals.

Responsible Broker: Brent J. Beverly, California Real Estate Broker Number: 00872521. 

Member Tri-Counties Association of REALTORS®.

We are able to help you with:

  • Evaluating purchases
  • Property management
  • Avoiding or reducing capital gains taxes
  • Real estate loans
  • Locating properties
  • Listing
  • Buying
  • Selling
  • Escrows

Learn more . . .

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck