TOP 30 Investing in real estate in Newport Beach, California
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Zusho Venture Partners, LLC
● OpenZusho Venture Partners, LLC is a finance institution located at 120 Newport Center Drive in Newport Beach, California, United States. Since 2006, we have been actively involved in startups and corporate restructuring across a diverse range of industries including IT, Entertainment, Real Estate, International Trade, and NPOs. Our goal is to facilitate change, increase productivity, and boost profit margins for our clients. We not only address their short-term needs but also empower them to independently grow and succeed by sharing internal knowledge and wisdom. Please note that new clients and investments are considered by referral only.
120 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 Shane Boex
● OpenBank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Daniel Henry - RBC Wealth Management Financial Advisor
● ClosedDaniel Henry - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Daniel Henry provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, Daniel Henry and his team strive to provide exceptional service and expertise to their clients. Whether you are looking to invest, plan for retirement, or manage your assets, Daniel Henry - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world and secure your financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Structure Funding
● OpenStructure Funding is a leading finance institution located at 120 Newport Center Drive in Newport Beach, California. Specializing in providing structured funding solutions, our expert team offers a wide range of financial services to meet the unique needs of our clients. Whether it's financing for real estate projects, business expansion, or personal investments, Structure Funding is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and a reputation for reliability, we strive to deliver tailored funding options that cater to each client's specific requirements. Trust Structure Funding for all your finance needs and experience the difference with our personalized approach to financing.
120 Newport Center Dr #19, Newport Beach, CA 92660, United States -
1031Trader
● Closed1031Trader is a reputable institution located at 2901 West Coast Highway in Newport Beach, California. Our team of experienced professionals specializes in facilitating 1031 exchanges for clients looking to defer capital gains taxes on their real estate investments. We provide expert guidance and personalized solutions to help investors navigate the complexities of these transactions with ease. With our dedication to customer service and commitment to excellence, 1031Trader is the trusted partner you can rely on for all your 1031 exchange needs.
2901 West Coast Hwy #200, Newport Beach, CA 92663, United States -
247 Tax
● Closed247 Tax is a comprehensive financial institution located at 220 Newport Center Drive in Newport Beach, California. Our team of experts specialize in accounting, finance, law, and real estate, providing a one-stop solution for all your financial needs. Whether you need tax preparation, investment advice, legal guidance, or assistance with buying or selling property, our experienced professionals are here to help. Trust 247 Tax to provide personalized and efficient service to help you achieve your financial goals.
220 Newport Center Dr suite 11-233, Newport Beach, CA 92660, United States -
JCM Property Solutions
● OpenWelcome to JCM Property Solutions, your trusted real estate partner located in the heart of Long Beach, California. Situated at 353 Newport Avenue, Long Beach, CA 90814, we specialize in providing comprehensive real estate services tailored to meet your unique needs. Whether you're buying, selling, or investing in properties, our dedicated team of experienced professionals is here to guide you every step of the way. We pride ourselves on our deep knowledge of the local market, personalized service, and commitment to ensuring a seamless real estate experience. Discover the difference with JCM Property Solutions, where your property dreams become reality. Contact us today to learn more about how we can assist you in achieving your real estate goals.
353 Newport Avenue, Long Beach, California 90814, United States -
Jennifer Thomas
● ClosedWelcome to Jennifer Thomas Real Estate, your trusted partner in navigating the vibrant housing market of Huntington Beach, California. Located at 16875 Algonquin Street, our agency is dedicated to providing personalized and professional real estate services to meet all your buying, selling, and investment needs. With a deep understanding of the local market and a commitment to excellence, Jennifer Thomas and her team offer tailored solutions and expert guidance to help you achieve your real estate goals. Whether you're a first-time homebuyer, looking to relocate, or seeking investment opportunities, our knowledgeable and friendly staff are here to assist you every step of the way. Discover the difference with Jennifer Thomas Real Estate, where your dream home is just a step away. Contact us today to begin your journey in the beautiful community of Huntington Beach.
16875 Algonquin Street, Huntington Beach, California 92649, United States -
RE/MAX Fine Homes Canaday Group
● ClosedWelcome to RE/MAX Fine Homes Canaday Group, your premier real estate agency located in the heart of Laguna Beach, California. Situated at 32392 Coast Highway, our team is renowned as the #1 RE/MAX Team in Orange County and stands among the most successful real estate teams globally. With over $2 billion in closed sales, we bring unmatched expertise, energy, and enthusiasm to every real estate transaction. At Canaday Group, we pride ourselves on our commitment to delivering exceptional service, characterized by speed, professionalism, and an unparalleled understanding of the Orange County real estate market. Our team’s dedication goes beyond just buying and selling homes; we strive to make a positive impact, as demonstrated by our support for the Children’s Miracle Network.
32392 Coast Highway, Laguna Beach, California 92651, United States
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