TOP 30 Event planning services in Newport Beach, California
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Merrill Lynch Private Wealth Advisor Diane M Coon
● OpenThe Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Keith E Robinson
● ClosedMerrill Lynch Financial Advisor Keith E Robinson is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a focus on managing your wealth based on a deep understanding of your financial picture, Keith can help create a flexible strategy tailored to your specific goals. As a part of the Merrill Lynch Wealth Management team, Keith and his experienced colleagues provide personalized service and access to investment insights to help you pursue your financial objectives. By participating in the community and volunteering with local organizations, Keith embodies the Merrill tradition of building strong client relationships based on trust. Through the Merrill Personal Wealth Analysis™, Keith can help you develop a personalized plan centered on your goals and aspirations. With a focus on understanding your investment preferences and financial goals, Keith works with you to create a financial approach that reflects your personality and priorities. Whether you are planning for retirement, saving for a major life event, or considering wealth transfer, Keith is dedicated to helping you achieve your financial goals. By regularly reviewing and adjusting your financial approach, Keith aims to keep you on track to reach what matters most to you. With a commitment to putting you first, Keith and his team at Merrill Lynch Wealth Management are dedicated to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Greg J. Nugent
● ClosedMerrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Justin B. Lacey
● ClosedMerrill Lynch Financial Advisor Justin B. Lacey, located at 520 Newport Center Drive in Newport Beach, California, offers insights, observations, and ideas to help clients achieve their financial goals. With a background in accounting and extensive experience in finance, Justin provides personalized wealth management services to executives, business owners, professionals, and their families. Using a planning-based approach, Justin works with clients to identify their financial goals, assess their current financial situation, and develop strategies to manage risk and prepare for the future. He is committed to serving his clients' best interests and provides unbiased recommendations tailored to their individual needs.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
HomeBreeze
● OpenHomeBreeze is a reputable plumbing institution located at 1080 Park Newport in Newport Beach, California. We are proud to serve a wide range of counties in Southern California, including Los Angeles, Orange, Riverside, San Bernardino, Ventura, Santa Barbara, and San Luis Obispo. Our team of skilled plumbers is dedicated to providing top-notch services to ensure that your home is comfortable and functioning properly. Whether you need a simple repair or a complete plumbing overhaul, HomeBreeze is here to help. Trust us to keep your home breezy and your plumbing running smoothly.
1080 Park Newport, Newport Beach, CA 92660, United States -
Brett Halpin - State Farm Insurance Agent
● ClosedWelcome to Brett Halpin - State Farm Insurance Agent, your trusted local insurance agency located at 5011 Argosy Avenue, Huntington Beach, California. With a deep-rooted connection to Southern California and a genuine commitment to the community, Brett Halpin is dedicated to providing personalized insurance solutions that protect what matters most to you. As a devoted husband and father, Brett understands the significance of safeguarding your family and valuable assets. With years of experience in the insurance industry, coupled with a background as a tennis professional, Brett brings a unique blend of dedication, insight, and service excellence to his clients. His intimate understanding of the local area allows him to tailor insurance recommendations to meet the specific needs of residents in Huntington Beach, Costa Mesa, Westminster, and Newport Beach.
5011 Argosy Avenue, Huntington Beach, California 92649, United States
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