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TOP 30 Comprehensive financial advisory in Laguna Niguel, CA
6 results found
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Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes
Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.
Merrill Lynch Financial Advisor Michael S. Sussman
Merrill Lynch Financial Advisor Michael S. Sussman, located at 28202 Cabot Road, Laguna Niguel, California, is a reputable finance institution that prides itself on providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" in 2022 and 2023, the institution offers personalized wealth management services to help clients feel secure throughout their lifetime. The team at Merrill Lynch aims to understand each client's unique wealth situation in order to tailor a personalized plan centered on their goals and aspirations. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service.
SummitStone Financial Group
SummitStone Financial Group is a leading finance institution located at 28202 Cabot Road in Laguna Niguel, California. With a strong reputation for providing expert financial services, SummitStone offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at SummitStone is dedicated to providing personalized and comprehensive financial guidance. Trust SummitStone Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.
Halbreich Financial Advisory Group - Ameriprise Financial Services, LLC
Halbreich Financial Advisory Group - Ameriprise Financial Services, LLC is a reputable finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. With a team of experienced financial advisors, they offer a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Halbreich Financial Advisory Group is dedicated to helping you achieve financial success.
Susan D. Marshall | CLU , ChFC
Susan D. Marshall | CLU , ChFC is a finance, health, and insurance agency located in Laguna Niguel, California, United States. If you want to live life on your terms, both before and during retirement, this is the place to be. With expert financial guidance, you can make your dreams a reality. Whether you need help with asset allocation, investment management, risk reduction, tax planning, long-term care, or creating multiple income streams, Susan D. Marshall has got you covered. As an Investment Advisor Representative and Life/Health Agent, Susan provides comprehensive financial strategies for retirement, health, and life insurance options. She specializes in helping business owners, families, and women achieve financial independence and security. With over 1,000 clients served, Susan has the experience and knowledge to guide you towards a secure financial future. "Protecting Your Future with Tax-Free Long-Term Care" is a top priority at this institution, addressing the concerns of many individuals over 50. Learn about paying for long-term care expenses without draining your finances and why you shouldn't rely solely on Medicare or Medicaid. Charisa French and Lea Ann, with their expertise and experience, are valuable assets to the team, ensuring meticulous attention to detail and effective marketing strategies.
Jean S. Doyle, CPA
Jean S. Doyle, CPA is a reputable accounting and finance institution located at 8 Westgate in Laguna Niguel, California, United States. With years of experience and expertise in the field, Jean S. Doyle offers a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Clients can trust in the professionalism and dedication of the team at Jean S. Doyle, CPA to provide accurate and reliable financial solutions tailored to their specific needs.
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