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Means & Associates LLC
Distance: 0.2 Mi101 W Broadway Ste 1420
92101 San Diego -
Kirby & McGuinn, APC
Distance: 0.2 Mi600 B St Ste 1950
92101 San Diego -
Roman Financial Advisors
Distance: 2.0 Mi3737 5th Ave
92103-4217 San Diego -
Sheffler & Martin Inc
Distance: 8.2 Mi4375 Jutland Dr Ste 100
92117 San Diego -
Penchecks Inc
Distance: 8.8 Mi8580 Blvd Ste 100
91941 La Mesa
Description
Hoefer Consulting specializes in the management of small trusts (under $500,000). We currently concentrate in the area of Special Needs Trusts. In addition to trust management, we provide some technical support, primarily in the area of financial modeling using MicroSoft Excel as well as business processes and document reviewing.           Trusts             Fiduciary             Assets             About Us AH3@HoeferConsulting.com P. O. Box 7067 San Diego, CA 92167 619.850.7952