October 17, 2006 Costa Mesa, California; Irvine, California
Global Business Group (Costa Mesa, CA) and Orange County Financial Services (Irvine, CA)formed a strategic alliance in order to provide expanded list of services to their respective clients.
While both companies will continue to emphasize and promote their core set of services, they will also offer to their clients complementary services provided by the strategic partner.
The consolidated list of services:
- Business Valuation (GBG) - Exit Strategy Planning (GBG) - Business Sales and Acquisition (GBG) - Business and Estate Planning (OCFS) - Tax Advantaged Investment and Planning (OCFS) - Pension Plans and Group Benefits (OCFS) - Annuities & Mutual Funds(OCFS) - Securities Brokerage and Investments (OCFS) - Life, Disability, Health and Long-Term Care Insurance (OCFS) - Health Savings Accounts "HSA" (OCFS) - Preferred Business Banking (OCFS)
This alliance will allow both companies to offer "one-stop-shopping" to their existing and prospective clients.
