Creating financial goals in Laguna Beach, California
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Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes
● ClosedMerrill 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.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Wally Shao - State Farm Insurance Agent
● ClosedWally Shao - State Farm Insurance Agent is an insurance agency located at 25 Mauchly, Irvine, California, United States. Conveniently situated near Costco and Irvine Metro Stations, our office is open Monday through Friday from 9 am to 6 pm. With a rich history dating back to the 1980s, we have proudly represented State Farm and earned a reputation for exceptional insurance options. Our licensed professionals are dedicated to creating personalized insurance plans to meet your individual needs. We serve individuals, families, and businesses throughout Orange County, including cities such as Irvine, Tustin, Laguna, Newport Beach, and Lake Forest. Our team members are graduates of esteemed institutions and active members of the community, with a strong commitment to providing excellent customer service. We offer a wide range of insurance products, including Auto, Homeowners, Life, Health, and Commercial insurance.
25 Mauchly #334, Irvine, CA 92618, United States -
UC College Advisors
● OpenUC College Advisors is a premier educational institution located at 2075 Capistrano Avenue in Laguna Beach, California. Our team of experienced advisors is dedicated to helping students navigate the college admissions process and achieve their academic goals. We offer personalized guidance and support to students as they prepare for college applications, standardized tests, and interviews. Our comprehensive services include assistance with creating a strong college application, selecting the right schools, and securing financial aid. At UC College Advisors, we are committed to empowering students to reach their full potential and succeed in their academic pursuits.
2075 Capistrano Ave, Laguna Beach, CA 92651, United States
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