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Home > Financial Planner Directory > California > Newport Beach > John J. Kostic, Jr., CFP®

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John J. Kostic, Jr., CFP®

Helix Wealth Partners, Inc.

3300 Irvine Ave
Suite 320 C
Newport Beach, CA 92660
Phone: (949) 660-7297
Fax: (949) 660-7298

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Estate Planning
Investment Management
Employee Benefits
Insurance
Life Planning
Retirement
Long-term Care

How Planner Charges

Combination Fee/Commission

Considerations: I have been told that I am easy to talk to and can explain complex ideas in simple to understand language. If you have financial concerns, let's meet and find the right solution.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.