Council on Aging Answers 2015 - 77

COUNCIL ON AGING - ORANGE COUNTY
BUSINESS LISTINGS
FINANCIAL
AT HOME FINANCECARE, LLC
PO Box 12045
Newport Beach, CA 92658
(949) 246-8083
www.homeFinanceCare.com
Get your life affairs in order - we
do it or teach you how! Senior
level bookkeeping services to pay
bills, reconcile claims, organize
documents and more.

LEGAL

JUDIE'S TRAVELING NOTARY
SERVICE
Judie Appleby
Time and location of your choice
(949) 229-5974
Email: notaryjudie@gmail.com
Providing a traveling notary service
at your convenience throughout
Orange County. Bonded, insured,
professional, reliable, and 30 years of
experience with NNA certification.
Enjoy friendly personal service.

MORTGAGE LENDING
LINDA LEWIS
Reverse Mortgage Specialist, NMLS
#388237
Proficio Mortgage Ventures, LLC
Mobile: 949-278-4392
Toll-Free: 800-456-7542
www.ProReverse.com\LindaLewis
we personalize loans to help relieve
financial stress, fund in-home care,
and help you enjoy the retirement
you have earned. Call me anytime,
NO SALES PITCh.
MONARCH CAPITAL HOME LOANS
Jonathan Auerbach
Senior Mortgage Consultant
CA BRE# 01329362, NMLS# 334926
130 Vantis, Suite 130
Aliso Viejo, CA 92656
714-401-2570
www.monarchloans.com
* Learn facts about Reverse
Mortgage
* Age in place with financial security
* have all questions answered
* Free Consultation and
Qualification
* Call today to speak with a licensed
expert

PROBATE LAW

Wells Fargo Life Management Services
Addressing personal and financial issues all day,
every day to maximize your independence

Discover how our dedicated team of Wells Fargo Life Management
Services specialists can serve as your advocate and help coordinate
the care you need.
■ Conduct comprehensive health and wellness assessment, and
assemble a team of care managers and service providers
■ Provide medical claims and processing, including Medicare and
insurance benefits
■ Oversee home adaptations or modifications
We understand that no one is immune from the issues of aging
and the Wells Fargo Life Management Services is intended for
clients with investable assets of $2 million or more.
To learn more about how we can partner with you, contact:
Karyn R. Salman
Senior Vice President
Sr. Fiduciary Advisory Specialist
949-253-4436
karyn.r.salman@wellsfargo.com

ASSET PROTECTION & ELDER LAW
CENTER
17702 Mitchell North, #101
Irvine, CA 92614
714-966-2646
714-966-1646
Let our team help your family
manage the probate of your loved
one. we make the process as easy
as possible to assist you.
LAW OFFICE OF JOSEPH M. GEIS
24031 El Toro Road, Suite 301
Laguna hills, CA 92653
(949) 988-0990
(949) 988-0991
www.GeisLaw.com

Visit
answers
online
WhAT's POPulAr

Complete listing
of long-term
care facilities
Check out our
checklists
DON'T Miss

FINANCE & LEGAL

INDEPENDENCE BANK
4525 MacArthur Blvd.
Newport Beach, CA 92660
888-414-0500
949-266-6006
Personal and business banking
with offices in Orange and Riverside
Counties. Personalized service and
true relationship banking for every
generation! www.iBankCA.com
Member FDIC

FINANCIAL - PROBATE LAW

Information on
all Council on
Aging no-cost
programs and
services
VOluNTEEr
OPPOrTuNiTiEs

Change your life
and change a
seniors' life too!
Find this edition
of Answers (and
prior editions) at

www.coaoc.org
or call us at

(714)479-0107

Wells Fargo Private Bank provides financial services and products through Wells Fargo Bank, N.A. and its
affiliates. Deposit and loan products offered through Wells Fargo Bank, N.A. Member FDIC. Insurance products are
available through Insurance subsidiaries of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states. © 2014 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801

Council On Aging-Orange County | 714-479-0107 | www.coaoc.org

Answers Guide 2015

http://www.homeFinanceCare.com http://www.ProReverse.com\LindaLewis http://www.iBankCA.com http://www.monarchloans.com http://www.iBankCA.com http://www.GeisLaw.com http://www.coaoc.org http://www.coaoc.org

Council on Aging Answers 2015

Table of Contents for the Digital Edition of Council on Aging Answers 2015