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Retirement Planning Newport Beach | Miramontes Capital
4701 Teller Avenue, Newport Beach, California, United States
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About the Retirement Planning Newport Beach | Miramontes Capital
Miramontes Capital in Newport Beach, California, is your go-to institution for retirement planning. Our family office prides itself on simplicity and transparency, offering expert guidance to help you achieve financial success. With strategic solutions tailored to your growth needs, we will work with you to create a customized financial plan that aligns with your retirement goals. Our Registered Investment Adviser status ensures that you receive top-notch advisory services. Partner with us and embark on the journey to the best years of your life. Visit us at 4701 Teller Avenue, Newport Beach, CA, for a confident financial plan that will set you on the path to a secure retirement.
Photos of Retirement Planning Newport Beach | Miramontes Capital
4701 Teller Ave, Newport Beach, CA 92660, United States
Opening hours of Retirement Planning Newport Beach | Miramontes Capital
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Retirement Planning Newport Beach | Miramontes Capital
"Mike Remington has been working with our company investments as well as my personal portfolio for over 10 years. Some of the things I appreciate about Mike: * He is first and foremost about the client. He always makes sure my employees understand what their options are and how their choices can impact their bottom line. Many of my employees are minimum wage earners with limited education and he always takes time with them. * Mike is passionate about investing. He knows what he is talking about beyond the basic stuff I could read on my own. If he doesn't know an answer, he finds out and gets back to me. * Mike manages a special needs trusts for us. He really goes above and beyond to make sure this investment portfolio is right for the person's needs. * Mike is available to me at my convenience. However, he is also just as available to my employees who have very small portfolios. He will go to them at times that work for them. * Mike has recommended a wide range of products to people I know. He helped my elderly mother invest in a very different way than he did with my company and guided my children in different ways based on their lifestyle and goals. He shares his strategies willingly and loves to teach people WHY he is recommending certain things."
"Sid, Ariana and the entire Miramontes Capital team are top-notch, which makes their company and services superb. I highly recommend them to people who wish to optimize their wealth while receiving true customer service. Miramontes Capital offers thoughtful financial advice, and they really take the time to understand people’s goals in order to help them maximize their investments – rather than provide a “one-size-fits all” approach like some companies do. The staff respond to clients in a timely manner, and they truly have the expertise to help people develop portfolios that grow nicely and will provide them with the security of a comfortable future for themselves and their loved ones. Kudos to the Miramontes Capital crew for making a profound difference for their clients."
"I highly recommend Miramontes Capital for investors focused on maximizing and safeguarding their retirement assets. Miramontes Capital has a special focus on helping people navigate and transition into retirement so they can enjoy the next phase of life. The team at Miramontes Capital maintains a high level of customer service and communication with their clients!"
"Miramontes Capital is a wonderful place to work. The entire team genuinely cares about helping people prepare for retirement. There is no one better at helping people transition into retirement than Sid Miramontes."
"I've worked with Sid for over a year now and highly recommend Miramontes Capital for those transitioning into retirement. His team is disciplined, the investment strategy is sound and they build a completely concierge customer experience that is second to none."
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