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Clark Estate Services is an organization dedicated to assisting California, Arizona, Colorado,Washington, Michigan, and Florida individuals and groups in helping to achieve their financial, retirement savings, and estate planning goals. Our services (and those of our referral partners) can assist you in choosing the successful path to reach those goals. We only offer these services to individuals, families, and groups in Southern California, and the Central Coast area of California, as well as the states of Arizona, Colorado,Washington, Michigan, and Florida.

I acknowledge that I am a resident of one of the states listed above.

"A broker/dealer, investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator."

Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC.  To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of


Clark Estate Services is not an affiliate of NEXT Financial Group, Inc.



Registered office address:
872 N. Snow Goose Street
Orange, CA 92869-1928

(877) 64-TRUST

(714) 639-6435 VOICE
(714) 639-1141 FAX
(714) 269-2625 CELL

At Clark Estate Services, we treat our clients with courtesy and integrity. We believe in the three ethical pillars of our firm:




We can assist you with timely and thoughtful ideas that can put you on a course to financial freedom. Our years of experience and notable expertise help you know that your financial future is in good hands.

We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective.

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