Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • FTB - California Tax Refund -- "Where's My Refund?" - California provides a link on their home page to help you with the status of your tax refund. Please check the FTB's home page prior to contacting our office regarding the status of your tax refund.
  • IRS - Where's My Refund ? (and "Where's My Rebate?") - The IRS has a quick link to trace your tax refund on their home page. Please check the IRS Refund page before calling our offices for status on your tax refund.
  • John Hancock Funds - To access your investments held directly at John Hancock Funds, please click on the link. If you do nIf you have not obtained your login and password information, please contact John Hancock directly at (800) 225-5291 or access their 24-hour automated service to access your account information at (800) 338-8080.
  • John Hancock Long Term Care Insurance - Please click on the link to access your John Hancock Long Term Care Insurance policy should you need to file a claim to use the benefits of your policy post-hospitaization and prior to arriving at your long term care facility. If you have not obtained your login and password information, please contact Oppenheimer directly at (800) 270-1700.
  • My Wells Fargo Mortgage (accessed via your online WellsFargo bank login) - To access your Wells Fargo Mortgage online, you must first login to your Wells Fargo Bank account online, then click on the mortgage tab to link your existing access of your Wells Fargo Bank account with your Wells Fargo Home Mortgage, or call (800) 734-4028. PAYMENT INFORMATION: If you have just made a deposit on the 15th of the month and its not available for you to pay your mortgage online via an online transfer, remember you can still call Wells Fargo Home Mortgage as late as 8pm PST to request that they debit your checking account tomorrow but post the payment tonite to avoid paying late fees on your mortgage. Please call Wells Fargo Home Mortgage Customer Service at (800) 734-4028. REMEMBER we can always help you with your Refinance or Home Purchase through our sister company, LONE TREE FUNDING & MORTGAGE (www.lonetreefunding.com) where we can always obtain lower wholesale rates (not the higher retail rates you get when you walk into a bank branch).
  • Oppenheimer Funds - To access your investments held at Oppenheimer Funds directy please click on the above link. If you have not obtained your login and password information, please contact Oppenheimer directly at (800) 835-7305.
  • To View Your Credit Score: Go to www.Equifax.com - To view your credit score (which we strongly recommend you monitor) go to each of the 3 credit bureaus and order your credit score AND your credit report. Also, any of the 3 credit bureaus can order a Tri-Merge Credit Report and Scores for you, as well as set you up with a monthly credit monitoring services. TransUnion is 1 of the Big 3 Credit Bureaus. Equifax is the 2nd, and Experian is the 3rd.
  • To View Your Credit Score: Go to www.Experian.com - To view your credit score (which we strongly recommend you monitor) go to each of the 3 credit bureaus and order your credit score AND your credit report. Also, any of the 3 credit bureaus can order a Tri-Merge Credit Report and Scores for you, as well as set you up with a monthly credit monitoring services. TransUnion is 1 of the Big 3 Credit Bureaus. Equifax is the 2nd, and Experian is the 3rd.
  • To View Your Credit Score: Go to www.TransUnion.com (or TrueCredit.com) - To view your credit score (which we strongly recommend you monitor) go to each of the 3 credit bureaus and order your credit score AND your credit report. Also, any of the 3 credit bureaus can order a Tri-Merge Credit Report and Scores for you, as well as set you up with a monthly credit monitoring services. TransUnion is 1 of the Big 3 Credit Bureaus. Equifax is the 2nd, and Experian is the 3rd.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.