Investment management services in Laguna Niguel, CA
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Orange County Property Management Firm
● OpenOrange County Property Management Firm is a reputable real estate agency located at 30100 Crown Valley Parkway, Laguna Niguel, California, United States. If you're looking for professional property management services to minimize vacancies and ensure quality tenants, look no further. With over 27 years of experience, our team is dedicated to providing top-notch service for residential properties in Orange County. Contact Martin at 949-254-4721 for a FREE rental analysis and discover how we can help you. Trust us to handle all your property management needs and enjoy peace of mind knowing your investment is in good hands. Visit our website for more information on the services we offer.
30100 Crown Valley Pkwy, Laguna Niguel, CA 92677, United States -
Krug Financial Services
● OpenKrug Financial Services is a trusted finance institution located in Laguna Niguel, California. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Krug Financial Services is here to help. Visit us at 30472 Almira to learn more about how we can help you secure your financial future.
30472 Almira, Laguna Niguel, CA 92677, United States -
KNR Consulting Group & Wealth Management
● ClosedKNR Consulting Group & Wealth Management is a leading finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. Our team of experienced professionals specializes in providing comprehensive financial planning and wealth management services to individuals and businesses. With a focus on personalized solutions and strategic investment strategies, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you in navigating the complexities of the financial world.
28202 Cabot Rd # 445, Laguna Niguel, CA 92677, United States -
Simpson Capital Management
● OpenSimpson Capital Management is a leading finance institution located at 30872 Calle Barbosa in Laguna Niguel, California, United States. With a focus on providing top-tier investment management services, Simpson Capital Management is dedicated to helping clients achieve their financial goals through strategic planning and expert advice. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of satisfaction and success. Trust Simpson Capital Management to guide you towards a secure financial future.
30872 Calle Barbosa, Laguna Niguel, CA 92677, United States -
APL Wealth Management Group, Inc.
● ClosedAPL Wealth Management Group, Inc. is a finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. They offer a truly integrated approach to financial planning, with a focus on helping individuals and couples navigate the financial complexities of divorce. As a Certified Divorce Financial Analyst, Adam Liquori provides expert guidance to clients, helping them understand their current financial situation and plan for their future. The team at APL Wealth Management Group works closely with clients to create personalized financial plans and stays actively involved as life stages change. They prioritize giving back to the community and are dedicated to serving their clients with integrity and professionalism.
28202 Cabot Rd #300, Laguna Niguel, CA 92677, United States -
U.S. Bank – Wealth Management Banker: Steven Solis
● ClosedU.S. Bank's Wealth Management Banker, Steven Solis, provides personalized financial services and expertise to clients in Laguna Niguel, California. Located at 27211 La Paz Road, Steven Solis offers tailored wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, U.S. Bank's Wealth Management Banker is dedicated to helping clients navigate the complexities of financial planning and investment strategies. Contact Steven Solis today to learn more about how he can help you secure your financial future.
27211 La Paz Rd, Laguna Niguel, CA 92677, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. Our financial advisors believe in creating customized, goals-based strategies for each unique client, regardless of their financial situation. We prioritize client service and satisfaction, helping individuals identify personal and professional goals and creating financial strategies to meet those objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning tools, and technological resources to help you reach your financial and life goals. Our advisors are dedicated to providing individually customized investment approaches and wealth management advice. With our training, mentoring, and technology resources, we aim to support the financial aspects of your life and help you build a rewarding career in wealth management.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Larry R Schneider - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLarry R Schneider - Financial Advisor at Ameriprise Financial Services, LLC, located at 28202 Cabot Road in Laguna Niguel, California, offers a wide range of financial services to meet the needs of individuals and businesses. Larry R Schneider holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Larry R Schneider's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are an individual looking to plan for your financial future or a business owner seeking investment opportunities, Larry R Schneider can provide personalized financial advice tailored to your specific needs. Contact Larry R Schneider - Financial Advisor at Ameriprise Financial Services, LLC for comprehensive and professional financial services.
28202 Cabot Rd #300, Laguna Niguel, CA 92677, United States -
Halbreich Financial Advisory Group - Ameriprise Financial Services, LLC
● ClosedHalbreich 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.
28202 Cabot Rd #300, Laguna Niguel, CA 92677, United States -
Farsad Professional Services
● OpenFarsad Professional Services is a finance institution located at 23872 Pipit Court in Laguna Niguel, California, United States. Our team of experienced professionals offers a wide range of financial services to individuals and businesses, including financial planning, investment management, tax preparation, and more. With a commitment to providing personalized and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
23872 Pipit Ct, Laguna Niguel, CA 92677, United States -
SDCCU Laguna Niguel Branch
● ClosedWelcome to SDCCU Laguna Niguel Branch, your trusted partner in banking and finance located conveniently on Golden Lantern in the heart of Laguna Niguel, California. As a leading financial institution, we are dedicated to providing our community with exceptional banking services, including a full-service ATM and personalized financial solutions designed to meet your unique needs. At SDCCU Laguna Niguel, we offer a comprehensive range of services, from everyday banking transactions and savings accounts to loans and investment advice. Our friendly and knowledgeable staff is committed to delivering outstanding customer service, ensuring you have a seamless and rewarding banking experience.
Golden Lantern, Laguna Niguel, California 92677, United States -
Gerard Lifestyle Real Estate | Property Management | Berkshire Hathaway HomeServices California Properties
● OpenWelcome to Gerard Lifestyle Real Estate | Property Management | Berkshire Hathaway HomeServices California Properties, your premier destination for luxury and coastal real estate in South Orange County. Located at the prestigious 2 Ritz Carlton Drive in Dana Point, California, we specialize in representing the exquisite communities of Dana Point, Laguna Niguel, and the surrounding coastal areas. At Gerard Lifestyle Real Estate, we believe in building lasting relationships based on trust and integrity. Led by Mike Gerard, our team is dedicated to providing unparalleled service and expertise, ensuring that your real estate experience is seamless and rewarding. Whether you are browsing for homes online, contemplating a purchase or sale, or simply exploring this vibrant region, we are here to support you every step of the way.
2 Ritz Carlton Drive, Dana Point, California 92629, United States -
Envision Capital Group LLC
● ClosedEnvision Capital Group LLC is a finance institution located at 29982 Ivy Glenn Drive in Laguna Niguel, California. They offer a range of financial services including lending, investment management, and financial consulting. With a team of experienced professionals, Envision Capital Group LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to secure a loan, grow your investments, or receive expert financial advice, Envision Capital Group LLC is here to assist you every step of the way.
29982 Ivy Glenn Dr 1st Floor, Laguna Niguel, CA 92677, United States -
Dave Jackson - State Farm Insurance Agent
● ClosedDave Jackson - State Farm Insurance Agent is a trusted insurance agency located at 27101 Aliso Creek Road in Aliso Viejo, California. Conveniently situated behind 24 Hour Fitness on Journey and Aliso Creek, our team has been serving the community since 1987. We take pride in protecting families with a range of insurance options including auto, home, renters, life, health, and business insurance. In addition to serving Aliso Viejo, we also cater to neighboring communities such as Laguna Niguel, Laguna Hills, and Laguna Beach, as well as the entire state of California. Whether you prefer to contact us by phone, text, email, or in person, we are available to assist you with your insurance needs.
27101 Aliso Creek Rd UNIT 126, Aliso Viejo, CA 92656, United States -
JL Group llc
● ClosedJL Group LLC is a reputable institution located at 30025 Alicia Parkway in Laguna Niguel, California, United States. Our company specializes in providing a wide range of professional services, including financial consulting, investment management, and business development. With a team of experienced professionals, we strive to deliver top-notch solutions tailored to meet the unique needs and goals of our clients. Whether you are an individual looking to secure your financial future or a business seeking to optimize your operations, JL Group LLC is here to help you achieve success. Contact us today to learn more about how we can assist you in reaching your financial objectives.
30025 Alicia Pkwy #327, Laguna Niguel, CA 92677, United States -
Merrill Lynch Financial Advisor Ernest F Martinez
● ClosedMerrill Lynch Financial Advisor Ernest F Martinez, located at 28202 Cabot Road, Laguna Niguel, California, United States, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. With a focus on relationships, trust, and experience, the team at Merrill Lynch strives to provide personalized advice and integrated financial solutions. Senior Vice President and Senior Financial Advisor Ernest Martinez has been in the industry since 1991 and is qualified to manage clients' portfolios with a customized approach to Wealth Management. By offering Retirement Planning, Wealth Transfer, Insurance, and Lending services, the institution aims to build a solid financial foundation for its clients. With a commitment to understanding clients' needs and aspirations, the team at Merrill Lynch works to design and implement personalized plans to help clients achieve their financial objectives while managing investment risk. Through ongoing communication and adjustments to financial approaches, Merrill Lynch strives to help clients stay on track and adapt to changes in their lives and the market. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Ernest F Martinez is dedicated to helping clients live their best financial lives.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
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 -
Merrill Lynch Financial Advisor Andre Julian
● ClosedMerrill Lynch Financial Advisor Andre Julian is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. With over 20 years of experience in the investment industry, Andre Julian offers concise financial solutions to business owners, high-net worth individuals, and families based on their unique needs and goals. As a former business owner and CFO, he understands the complexities of the market and focuses on proper portfolio allocation strategies rather than individual market picks. Andre holds various certifications and degrees, including the Certified Investment Management Analyst® designation and a CRPC designation. He believes in a disciplined wealth management process tailored to each client's specific situation. With Merrill Personal Wealth Analysis™, Andre and his team can build and document personalized plans centered around client goals. They prioritize building strong client relationships based on trust and personalized service. By understanding each client's individual goals and priorities, they can create customized financial approaches to help achieve what matters most. The team at Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives, providing personalized investment strategies and access to comprehensive financial solutions. With a focus on education and collaboration, they aim to help clients reach their financial goals and stay on track, regardless of market fluctuations. Contact Merrill Lynch Financial Advisor Andre Julian to start building a personalized financial strategy today.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Susan D. Marshall | CLU , ChFC
● ClosedSusan 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.
30100 Town Center Drive O-192, Laguna Niguel, CA 92677, United States -
The Collier Buri Group at Morgan Stanley - Morgan Stanley
● OpenThe Collier Buri Group at Morgan Stanley is a leading finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. Specializing in wealth management, investment advisory services, and financial planning, our team of experts at Morgan Stanley is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to provide our clients with the best possible financial solutions to secure their future.
28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, United States -
The Balog Group - Morgan Stanley
● OpenThe Balog Group at Morgan Stanley is a prestigious finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. With a team of experienced professionals, they provide a wide range of financial services to help clients achieve their goals. From investment planning to wealth management, The Balog Group is dedicated to providing top-notch financial solutions tailored to each individual's needs. Trust in their expertise and experience to navigate the complexities of the financial world and secure a prosperous future.
28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, United States -
Merrill Lynch Financial Advisor Michael S. Sussman
● ClosedMerrill 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.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Coastal Wealth Inc.
● ClosedCoastal Wealth Inc. is a leading finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. Our team of experienced financial experts is dedicated to providing tailored wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure your financial future, Coastal Wealth Inc. is here to help. Contact us today to learn more about our comprehensive financial services and how we can assist you in building and preserving your wealth.
28202 Cabot Rd Suite 260, Laguna Niguel, CA 92677, United States -
Merrill Lynch Financial Advisor Jonathan Chang
● ClosedMerrill Lynch Financial Advisor Jonathan Chang is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. They are known for their exemplary client service and have been featured in Forbes rankings such as "Best-in-State Wealth Management Teams" and "Best-in-State Next-Generation Wealth Advisors". The team at Merrill Lynch Wealth Management, led by Jonathan Chang, focuses on personalized financial planning tailored to each client's goals and priorities. They offer services such as Merrill Personal Wealth Analysis™ to build a personalized plan centered on the client's aspirations. With access to the global resources of Merrill and Bank of America, the team is committed to building strong client relationships based on trust and personalized service.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Merrill Lynch Financial Advisor Mitch Dunn
● ClosedMitch Dunn is a dedicated Financial Advisor with Merrill Lynch in Laguna Niguel, California. With a focus on business owners, senior executives, and their families, Mitch works closely with his clients to understand their financial goals and help them achieve their ambitions. With a background in alternative investments and a strong commitment to client service, Mitch offers personalized advice and tailored strategies to help clients make the most of their wealth. Mitch holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification and is a Senior Portfolio Advisor at Merrill Lynch. His expertise covers a wide range of financial areas, including portfolio design, retirement planning, legacy planning, and charitable giving. By uncovering efficiencies and maximizing opportunities, Mitch strives to enhance his clients' lives and help them reach their financial objectives.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Merrill Lynch Financial Advisor Terry J Beauchamp
● ClosedMerrill Lynch Financial Advisor Terry J Beauchamp is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager located at 28202 Cabot Road, Laguna Niguel, California, United States. Terry specializes in working with affluent individuals and business owners to create a personalized "Family Blue Print" to help clients pursue their financial goals. With over 20 years of experience in Financial Services, Terry holds an MBA from the University of Redlands and is a qualified Portfolio Manager who can provide traditional advice and guidance, as well as build and manage personalized investment strategies. He works closely with clients to determine their goals, risk tolerance, and investment time frames before structuring any recommendations. Terry's team offers services such as cash management strategies, asset management, financial strategies, trust and estate planning, retirement planning, and more. By focusing on the client's aspirations and encouraging open communication, Terry aims to help clients achieve their financial objectives and manage investment risk effectively. With access to the resources of Merrill Lynch and Bank of America, Terry and his team are dedicated to building strong client relationships based on trust and personalized service. Whether you are an existing client or looking for a new financial advisor, Terry welcomes the opportunity to help you create a personalized financial plan tailored to your goals.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Trusted Financial Advisors
● ClosedTrusted Financial Advisors, located at 30101 Town Center Drive in Laguna Niguel, California, is a finance institution led by Certified Financial Planner® Gary Miller. With over 30 years of investment experience, the team at Trusted Financial Advisors has navigated through various market conditions and economic challenges. They offer services in Investment Management and Financial Planning, ensuring that clients have a clear and well-defined financial strategy in place. The institution provides valuable insights and advice on the latest business news and market trends, helping clients make informed investment decisions. With a focus on building trust and long-term relationships with their clients, Trusted Financial Advisors is committed to providing personalized and comprehensive financial solutions.
30101 Town Center Dr, Laguna Niguel, CA 92677, United States -
Edward Jones - Financial Advisor: Noel Todd, CEPA®
● OpenEdward Jones - Financial Advisor: Noel Todd, CEPA® is a trusted finance institution located at 30131 Town Center Drive in Laguna Niguel, California. As a Certified Exit Planning Advisor, Noel Todd offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and attention to detail, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning and investment management. Visit us today to see how we can help you secure a brighter financial future.
30131 Town Center Dr Suite 145, Laguna Niguel, CA 92677, United States -
Merrill Lynch Financial Advisor Sean H Balkhi
● ClosedMerrill Lynch Financial Advisor Sean H Balkhi is a seasoned professional with over 20 years of experience in wealth management. Located at 28202 Cabot Road, Laguna Niguel, California, United States, Sean works with a diverse clientele across California and 15 other states. His expertise lies in crafting customized financial strategies tailored to individual goals and objectives. Sean's background as a former mechanical engineer with the Department of Defense gives him a unique perspective on market dynamics and investment analysis. He is dedicated to providing clients with transparent and personalized financial solutions, ensuring that their best interests are always the top priority.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. Our team of experienced financial advisors provides personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we strive to empower individuals and businesses to make informed decisions about their finances. Trust Morgan Stanley Financial Advisors to provide expert guidance and support for all your financial needs.
28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677, United States
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