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About Courtlandt Group

About Courtlandt Founded in 1995 and based in Newport Beach, California, Courtlandt is a group of professional companies delivering a multi-disciplinary approach to retirement planning for the real estate investor. Our services include real estate advisory, securities brokerage, and financial planning. We provide additional services through affiliates and our network of independent companies, including insurance, annuities, tax, and estate planning. The Courtlandt Group of Companies The Courtlandt Group focuses on the retirement and legacy planning needs of individuals and families. The Courtlandt Group operates several business lines registered and licensed to provide its clients with a comprehensive wealth management approach. Our companies include Courtlandt Realty, a California Real Estate Brokerage, Courtlandt Securities Corporation, a registered Securities Broker-Dealer, Member FINRA SIPC and Courtlandt Insurance Services, a California Life and Annuity Agency. To learn more about Courtlandt, please visit our website: courtlandtgroup.com. What investment services and advice can you provide me? We offer securities, real estate, insurance, and annuities to individual investors through our group of companies and offer investment advisory, tax, and estate planning services through our network of independent companies and trusted experts in these fields. What educational tools do I have available to me? We commit to investor education by hosting live events, online webinars, and webpages. To access free educational tools such as whitepapers and case studies, visit us online at courtlandtgroup.com or by calling 800-994-7094.

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