Business market value in Newport Beach, CA
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Daydream
● ClosedDaydream is a unique institution located at 864 West 16th Street in Newport Beach, California. This versatile space combines a cafe, clothing store, food market, restaurant, and store all under one roof. Whether you're looking for a cozy spot to enjoy a cup of coffee, a place to shop for trendy clothing and accessories, or a delicious meal to satisfy your cravings, Daydream has something for everyone. Come and escape into a world of possibilities at Daydream.
864 W 16th St, Newport Beach, CA 92663, United States -
Beasy Insurance Services
● ClosedBeasy Insurance Services is a locally owned and operated insurance agency located in Newport Beach, California. We offer affordable and reliable insurance options in multiple states, including Arizona, California, Idaho, Missouri, Montana, Nevada, Oregon, Texas, and Washington. Our experienced staff works with a variety of reputable insurance companies to provide personalized coverage for both personal and business needs. Whether you need auto insurance in Newport Beach, homeowner insurance, or business insurance, we have you covered. Our team is dedicated to helping you find the right coverage at the best price. We treat our customers like family and are here to assist with any questions, claims, or coverage adjustments.
5 Upper Newport Plaza Dr Suite 207, Newport Beach, CA 92660, United States -
UNIGLOBE Travel Center
● OpenUNIGLOBE Travel Center, located in Newport Beach, California, is a leading travel agency that has been in business for over 28 years. With a focus on providing support and mentorship to travel professionals, UNIGLOBE offers a range of programs tailored to every step of your journey in the travel industry. Whether you are a new advisor looking to enter the travel industry, a seasoned leisure advisor looking to grow your business, or an experienced GDS advisor seeking a veteran team for support, UNIGLOBE has a program for you. With access to top-tier commissions, coaching, and mentoring, UNIGLOBE is dedicated to helping you succeed as a travel advisor.
4540 Campus Dr Suite 127, Newport Beach, CA 92660, United States -
LSH Insurance Services Inc
● ClosedLSH Insurance Services Inc, located at 22651 Lambert Street in Lake Forest, California, is a top health insurance agency offering affordable group health plans from the nation's best insurance companies. With over 30 years of experience, we specialize in providing low-cost small group health insurance for businesses of all sizes in California. Our professional and knowledgeable team is dedicated to offering personalized coverage solutions to meet the needs of employers and attract quality employees. We pride ourselves on our reputation for providing value and excellent customer service in Orange County and throughout Southern California. Whether you are a large corporation or a small business, we can help you find the best group insurance package to maintain a competitive edge in the market. Contact us today for a customized quote and see how we can help you offer the best health package at an affordable price to retain and attract top talent. We proudly serve all of California, including Anaheim, Irvine, Long Beach, Newport Beach, and more. Trust LSH Insurance Services Inc for simple and fast individual and family health insurance solutions.
22651 Lambert St #107b, Lake Forest, CA 92630, United States -
Merrill Lynch Financial Advisor Adam Levi
● ClosedMerrill Lynch Financial Advisor Adam Levi, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to helping individuals, families, and small business owners manage their assets and liabilities. Adam Levi, a member of the Merrill Lynch team since 2015, holds a B.A. in Economics from the University of California, Riverside, and an MBA from UCLA Anderson School of Management. With a focus on understanding your values and life goals, Adam Levi works with clients to develop personalized financial plans that evolve with your changing needs and priorities. Through one-on-one conversations and personalized investment strategies, Adam Levi aims to help clients pursue their financial goals and build a legacy for future generations. As a member of the CFA Institute and the CFA Society of Los Angeles, Adam Levi brings a wealth of knowledge and experience to help clients navigate market volatility and make informed financial decisions. With access to the resources of Merrill and Bank of America, Adam Levi can provide comprehensive financial solutions tailored to your individual needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Adam Levi is committed to helping you achieve your financial goals and live your best financial life.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Boyer Financial Services Inc
● ClosedBoyer Financial Services Inc, located at 4063 Birch Street in Newport Beach, California, is a finance institution that prioritizes the well-being of its clients above all else. With a personalized approach to financial planning and investment management, Boyer Financial Services aims to guide individuals towards achieving their financial goals. As a family-owned firm founded by former athletes, the institution values integrity, preparation, and execution in all aspects of business. With over 40 years of combined experience, the team at Boyer Financial Services offers a wide range of financial planning services, including retirement, estate, tax, insurance, business, and education planning. Partnered with LPL Financial, the institution provides clients with access to leading technology and expertise in the financial services industry. Through a 3-pillar approach to wealth management, Boyer Financial Services ensures that clients' needs are always put first, regardless of market fluctuations. With a focus on personalized solutions and a commitment to client success, Boyer Financial Services is dedicated to helping individuals achieve financial well-being and security.
4063 Birch St #200, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Michael J Williams
● ClosedMerrill Lynch Financial Advisor Michael J Williams, located at 520 Newport Center Drive in Newport Beach, California, offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Michael can help you navigate changing market conditions and achieve your financial objectives. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built to help you pursue your aspirations, whether it's saving for retirement, funding education, or passing wealth to future generations. By understanding your investment personality and goals, Michael can develop a financial approach that aligns with your values and helps you manage, grow, and preserve your wealth. With a focus on ongoing communication and adjustments to your financial approach as needed, Michael is committed to helping you stay on track to achieve what matters most to you. As a Certified Financial Planner, Michael is registered to do business in multiple states and offers comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Michael J Williams to start planning for your future today.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Alan Epperson
● OpenBank of America Private Client Advisor Alan Epperson, located at 500 Newport Center Drive in Newport Beach, California, is a finance institution that specializes in working with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Senior Vice President Alan Epperson leads a team of seasoned professionals who provide services in private banking, investment management, lending, legacy planning, trust administration, real estate advisory, philanthropy, and other financial services. With over 30 years of experience, Alan Epperson and his team aim to create personalized strategies that meet the needs, goals, and best interests of their clients. Bank of America Private Bank has a history of over 200 years in helping clients manage significant wealth, offering personalized approaches and resources to achieve financial objectives. The institution values innovation and strives to help clients navigate evolving markets and financial complexities. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making any financial decisions.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Jing Jin
● OpenBank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs. Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Peter M Wernemar
● ClosedMerrill Lynch Financial Advisor Peter M Wernemar is located at 520 Newport Center Drive in Newport Beach, California, United States. Peter Wernemar, a Senior Vice President and Senior Financial Advisor, brings over two decades of experience in the financial services industry. Originally from Sweden, Peter came to the US on a tennis scholarship and holds a B.A. in Business from Elon University. He specializes in providing quality wealth management advice for high net-worth clients, focusing on wealth transfer, asset allocation, liquidity needs, and credit lending. Peter believes in keeping things simple and straightforward, tailoring individualized financial strategies to help clients achieve their long-term goals. He values building strong client relationships based on trust and personalized service, with a team dedicated to providing top-notch financial advice. Through Merrill Lynch Wealth Management, Peter offers personalized financial planning centered on clients' goals and priorities, helping them navigate life changes and market fluctuations. With a commitment to understanding each client's unique needs and aspirations, Peter aims to simplify the complexities of investing and guide clients towards their financial goals. Partnering with Merrill Lynch means gaining access to comprehensive financial solutions from Bank of America, ensuring a personalized and effective investment approach tailored to each client's individual circumstances and ambitions.
520 Newport Center Dr, Newport Beach, CA 92660, United States
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