Phone

(951) 609-1500

Email

scott@newsfinancial.com

Address

43180 Business Park Dr.

STE 202

Temecula, CA 92590

Investment Services

Investment Accounts

  • Financial Advisors Program, fee based managed brokerage accounts.

  • Brokerage Accounts, Stocks, Mutual Funds, ETF, Bonds,¬†Real Estate Investment Trust

Individual Retirement

  • Single 401(k)

  • IRA

  • Roth IRA

  • IRA Rollovers

  • Inherited IRA

  • Annuities

Financial Planning

  • Estate Planning

  • Living Trust

  • Charitable Annuities

  • Life Insurance

Educational Savings

  • 529 Plan

  • Educational IRA

  • UTMA/UGMA Accounts

Savings Accounts

  • CD Savings Accounts

  • Money Market

IRA & Roth IRA

Contact Us About Your Needs