Financial Services

LOCR Financial Services is a financial services agency that employs a clear-cut macro-economic process with our clients. This untraditional approach helps our clients interpret financial concepts and dynamics, which then forms the basis for a individualized road map that helps balance growth potential with the decrease of risk for their future. We offer a wide assortment of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners.

As a representative with the independent companies, we are proud of our reputation for assisting our clients produce possibilities in their lives. Our experience and knowledge allow for a “hands on” approach to financial guidance. We keep you focused on where you would like to go, guide you on how you will be able to get there, and continually remind you of the importance of preserving a disciplined approach to realizing your full economic potential.

“Our business continues to grow ever day thanks to the confidence our clients have in us. We cover many industries such as real estate, insurance and financial services just to name a few”

How can we help you?

Contact us at our local Orange County office nearest to you or submit a general inquiry online.

“After having my home on the market for six months and not receiving any offers, I decided to switch my home sale over to Local OC Realtors. They immediately provided me with a suite of services on what was needed to sell my house. Great Job!”

Amanda S
Anaheim, California

Planning your financial future. Growing your personal wealth.