Cobb Planning Group

8 reviews

+1 (714) 550-7242

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1206 N Broadway

Santa Ana, CA 92701

+1 (714) 550-7242

http://www.cobbplanninggroup.com

Cobb Planning Group specializes in customized estate planning. Based in Santa Ana, Calif., it offers products such as fixed annuities, mutual funds, variable annuities, estate tax insurance, permanent life insurance and long-term care insurance. The company specializes in living trust/retirement planning includes stock market gains, eliminate tax on social securities, tax deferral of income and government subsidized long term care. It offers its services through its attorneys, chartered retirement planning counseling, accountants and other professionals.

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Reviews

3.08 reviews

Joyce J.

1/29/2022

Excellent and affordable living trust!!! Doug and his team are simply the best in this field, true professional! They had saved our family from the Indymac crash years ago. We have recommended...

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d s.

12/13/2024

This review is strictly for the interaction we had with Laurie, front desk person, and Richard Barndt, trust and will attorney. My father recently passed, we took my mother in to make changes on...

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Katie B.

7/13/2017

Richard Brandt drew up a Living Trust for my grandparents 11 years ago. My grandfather died last month so I am currently helping my 80 year old grandmother get everything in order (I am an...

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Mark M.

4/22/2017

Doug is personable and yet, gets to the point. With his years of experience, he seemed to have all the answers to our questions and came up with a plan that was simple to understand and enabled us...

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Tod D.

5/19/2018

Mr. Cobb's presentation led me to believe there is a single, good company at that "pride-worthy" and "historic" house on Broadway. And everyone there is in one company. When I came in, Mr. Cobb...

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