Canterbury Consulting

More Info

General Info

Canterbury Consulting, founded in 1988 and located in Newport Beach, Calif., is a consulting firm. It has office locations throughout the United States, including Seattle. The firm offers a full range of consulting services, including tax constraint analysis, single stock and concentration planning, estate structure analysis and philanthropic planning. It also offers portfolio assessment, asset allocation planning, investment implementation, performance measurement, and client meeting and education. It offers services to wide variety of industries, such as corporations, education centers, family offices, high net worth individuals, nonprofit organizations, public funds and religious institutions. Canterbury Consulting also handles various accounts, such as corporate accounts, benefit plans, endowments and operating funds.

Email

Email Business

Extra Phones

Phone: (949) 721-8605

Fax: (949) 721-9973

TollFree: (800) 888-4551

Neighborhoods

Newport Center, Newport Beach

Other Links

http://canterburyconsulting.com

https://canterburyconsulting.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Stock & Bond Brokers

Reviews

Details

Phone: (949) 721-9580

Address: 660 Newport Center Dr Ste 300, Newport Beach, CA 92660

Website: http://canterburyconsulting.com