TOP 30 Legacy management in Irvine, California

30 results found

Mike Valiente - Legacy & Wealth Financial Advisors is a finance institution located in Irvine, California, United States. They specialize in financial planning, investments, insurance, and retirement services. With a focus on protecting their clients' interests and demonstrating honesty, good faith, and fair dealing, they provide professional insights and life experience to help clients plan for the next 20-plus years. Whether it's navigating retirement, managing inheritances, or making strategic financial decisions, their team of experts offers personalized advice and guidance. With a commitment to fiduciary duties, they aim to help clients achieve their long-term financial goals. Contact Michael Valiente Financial Advisor at (949) 529-1655 or visit their office at 300 Spectrum Center Dr., Suite 400 for expert financial advice and planning.

True Legacy Wealth Management, LLC is a finance institution located at 15520 Rockfield Boulevard in Irvine, California, United States. They are a Financial Advisor that specializes in using research and data to assist business owners in planning for retirement and creating a lasting legacy for future generations. True Legacy Wealth Management is a part of the Wealth Teams Alliance and can be contacted at 949-438-0397 or [email protected].

Centerpoint Financial Management LLC is a reputable finance institution located at 7700 Irvine Center Drive in Irvine, California, United States. Our team of experienced financial experts is dedicated to providing top-notch financial management services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust Centerpoint Financial Management LLC to provide you with personalized and professional financial solutions tailored to your individual needs.

Clearview Wealth Management, LLC is a full-service Wealth Management Firm located in Irvine, California. Our team of experienced CERTIFIED FINANCIAL PLANNER TM professionals is dedicated to making a difference in the lives of our clients by providing exceptional financial and investment planning services. We offer independent and ongoing financial advice, customized investment management strategies, tax planning, and insurance solutions to help clients maximize their resources and achieve their life goals. As a registered investment adviser, we are committed to helping our clients navigate the complexities of wealth management and retirement planning. Visit us at 4 Venture, Irvine, California to learn more about how we can help you secure your financial future.

The Life and Legacy Group at Morgan Stanley is a leading finance institution located at 1901 Main Street in Irvine, California. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their legacy for future generations. With a commitment to excellence and a focus on personalized service, we strive to provide innovative solutions tailored to each individual's unique needs. Trust The Life and Legacy Group at Morgan Stanley to guide you towards a secure and prosperous financial future.

Wyper Wealth Management is a leading finance institution located at 17671 Irvine Boulevard in Tustin, California, United States. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

BML Wealth Management, located at 2 Park Plaza in Irvine, California, is a finance and insurance agency dedicated to helping individuals achieve their ideal retirement. Our team of professionals can assist you in creating a comprehensive strategy using a variety of investment and insurance products and services tailored to your specific needs and concerns. Our mission is to help you feel confident in your financial future by preserving, saving, and growing your hard-earned assets. We offer The Retirement Fingerprint®, a customized written plan that focuses on five key areas of your financial life: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. By addressing these areas, we can help you realize your retirement dreams and ensure you have the best plan in place for a secure future.

Aspiriant Wealth Management is a leading independent finance institution located at 7700 Irvine Center Drive in Irvine, California, United States. We specialize in empowering forward-thinking families to achieve their dreams and create a lasting legacy. Our team of talented and passionate professionals, including firm owners, are dedicated to providing personalized wealth management services with a tax-conscious strategy rooted in accounting principles. Our meticulous and thoughtful financial planning process is designed to help clients clarify their financial goals and dreams, and create a clear path to achieving them. With our globally diversified, value-oriented investment approach, we aim to provide a sense of calm and stability while working towards long-term financial success.

Brian Wilverding is an Associate Manager at Ameriprise Financial Services, LLC, located at 2 Park Plaza in Irvine, California, United States. Brian holds several 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and continuing education, Brian is dedicated to providing comprehensive financial solutions for his clients.

Confluence Wealth Management Group - Ameriprise Financial Services, LLC is a leading finance institution located at 780 Roosevelt in Irvine, California, United States. Specializing in wealth management, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Confluence Wealth Management Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Private Wealth Management at U.S. Bank in Irvine, California, is dedicated to helping individuals and families achieve their financial goals. Our team has extensive experience working with business owners, corporate executives, and modern families to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision. Additionally, we are actively involved in giving back to the community through various charitable organizations. Our services include financial planning, investment products, and insurance options. Visit us to discover the best strategies for growing your business and managing your finances while supporting others. Please note that U.S. Bank does not offer insurance products directly, but they are available through our affiliate, U.S. Bancorp Investments. Contact us for personalized advice tailored to your unique financial situation.

TRC Financial is an independent insurance agency located in Irvine, California, United States. With a focus on life, disability, and long-term care insurance, we help our clients protect their wealth and preserve their legacies. Our experienced team specializes in structuring and administering large life insurance portfolios for entrepreneurs, affluent families, and institutions. We have decades of experience in underwriting and managing custom insurance solutions for our clients, offering proprietary products not available in the retail market. As an independent firm, we provide unbiased advice to our clients and their advisors, with direct access to insurance carrier products and designs. Our long-standing relationships with clients are built on trust and exceptional service. We offer innovative benefit plans and investment accounts to help clients achieve tax-deferral on investment gains and transfer wealth to future generations.

Win Street Financial is a premier financial institution located in Irvine, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with personal finance, we are here to help. Visit us at 300 Spectrum Center Drive to see how we can assist you in reaching your financial goals.

New York Life Insurance Company, located at 2020 Main Street in Irvine, California, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan to protect your legacy. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs, ensuring your financial security and peace of mind. Their commitment to diversity, responsibility, and service is reflected in their workforce, which is more than one-half female and one-third people of color. Additionally, the institution is dedicated to giving back to communities through charitable giving, volunteer hours, and philanthropic initiatives.

The Law Office of Bradley N. Etter, APC is a prestigious institution located at 5 Peters Canyon Road in Irvine, California, United States. Specializing in tax and estate planning solutions for individuals and families, the Etter Law Group offers expert legal advice on strategies to help clients meet their goals and objectives. With a focus on building long-lasting relationships and providing exceptional client service, the attorneys at Etter Law Group are dedicated to helping clients live and leave a legacy on their own terms. In addition to tax and estate planning, the institution also offers legal services in entity choice decisions for new or existing businesses, including the preparation of all necessary documents. With decades of combined experience, the attorneys at Etter Law Group are able to recommend cutting-edge strategies tailored to each client's unique circumstances and goals.

Generational Equity is a leading, full-service M&A advisory firm located at 300 Spectrum Center Drive in Irvine, California. Specializing in finance, they offer premier business services that accelerate success for privately-held businesses. Their comprehensive suite of advisory services includes Strategic Growth Consulting, Exit Planning Services, Business Valuation, Value Enhancement Strategies, M&A Services, and Wealth Management. Generational Equity's experienced professionals guide business owners through the entire M&A process, helping them develop and implement strategic growth plans to maximize value. Their client-centric approach ensures that each client's future is at the heart of everything they do. With a focus on protecting, preparing, and guiding clients along the path to exiting for maximum value, Generational Equity helps business owners build their business valuation and exit their company at the right time for the optimal price.

Benefit Financial Services Group (BFSG, LLC) is a boutique finance institution located at 2040 Main Street in Irvine, California, United States. At BFSG, we invest to support your life today, your goals for tomorrow, and your life’s legacy. Our team guides you through each waypoint on the journey of life, prioritizing sharing the rationale and data that backs up each recommendation we make. We go the extra mile to deliver a platinum client experience, giving you peace of mind in the advice and action you receive. We have solutions for individuals, families, successful privately owned businesses, and institutions looking to enhance their retirement plans and endowments. Our focus is on optimizing all facets of wealth management strategy for uniquely successful individuals and families. For retirement plan sponsors, we aim to empower employees to save more toward a meaningful retirement.

Pacifica Wealth Advisors is a finance institution located at 9870 Research Drive in Irvine, California, United States. Specializing in retirement planning and managing sudden wealth, Pacifica Wealth Advisors has been helping clients navigate financial transitions for nearly three decades. Lead advisor Robert Pagliarini, who holds a PhD in financial and retirement planning, is dedicated to putting clients' best interests first as a Real Fiduciary. With a focus on serving Sudden Wealth™ recipients, Pacifica Wealth Advisors helps individuals go from confused to confident in their financial decisions. The institution does not receive commissions or financial incentives and is nationally recognized for its financial expertise. With a team of experienced financial planners and investment managers, Pacifica Wealth Advisors offers a free 9-day investment course to educate clients on essential investing principles. Choose Pacifica Wealth Advisors for fiduciary financial planning services that prioritize your financial well-being.

Harmon Street Advisors Inc is a finance institution located at 15707 Rockfield Boulevard in Irvine, California, United States. With a focus on providing expert financial advice and solutions, Harmon Street Advisors Inc offers a range of services to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, the experienced team at Harmon Street Advisors Inc is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Andrew Hong is a trusted finance institution located at 100 Spectrum Center Drive in Irvine, California, United States. With a focus on providing expert financial advice and guidance, Andrew Hong and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Andrew Hong offers personalized solutions tailored to your individual needs. Trust in their expertise and experience to navigate the complex world of finance and secure your financial future.

Infinite Wealth Financial & Insurance Services, located in Irvine, California, is a finance institution dedicated to helping clients achieve financial clarity and prosperity. Using measurable financial milestones, the team at Infinite Wealth creates a roadmap tailored to each client's unique goals and dreams. With a focus on redefining the road to wealth, the institution believes in leveraging opportunities and realizing inner abundance to achieve exterior financial success. Led by licensed agent Alex Agahi, who offers insurance through New York Life and other independent companies, Infinite Wealth provides comprehensive financial planning and investment management services. From retirement planning to establishing a family legacy, the team at Infinite Wealth is committed to acting as a trusted advisor throughout each client's lifetime. By helping clients envision a life of true abundance, the institution aims to create a financial roadmap that goes beyond numerical goals and prepares clients for whatever life may bring.

Atomi Financial Group, located at 20 Executive Park in Irvine, California, is a fee-based wealth adviser offering retirement planning, investment, insurance, and tax reduction solutions. Unlike other financial services firms, Atomi Financial Group follows an endowment-style investment philosophy and provides comprehensive financial planning and insurance solutions tailored to each client's unique needs. In addition to investment management, Atomi Financial Group offers services such as financial planning, legacy planning, real estate investing, tax-mitigation investments, and a range of insurance solutions. The firm has a team of professionals who collaborate to create holistic financial solutions encompassing estate planning, investment strategies, insurance needs, philanthropic goals, and life planning.

U.S. Bank - Private Wealth Advisor: Blake Nakamura is a prestigious financial institution located at 18300 Von Karman Avenue in Irvine, California. As a private wealth advisor, Blake Nakamura offers personalized financial planning and investment services to high-net-worth individuals and families. With a focus on building and preserving wealth for future generations, U.S. Bank provides comprehensive financial solutions tailored to each client's unique needs and goals. Trustworthy and experienced, Blake Nakamura and the team at U.S. Bank are dedicated to helping clients achieve their financial aspirations and secure their financial future.

OC Wealth Advisors is a leading finance institution located at 3200 El Camino Real in Irvine, California, United States. We specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families build and preserve their wealth for the long term. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Rene Martinez - Thrivent is a finance institution located at 49 Discovery in Irvine, California, United States. We specialize in providing financial services and guidance to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping clients make informed decisions about their investments, retirement planning, and insurance needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Rene Martinez - Thrivent is here to help you every step of the way.

Derek Greer - Financial Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 2 Park Plaza in Irvine, California, United States. With a focus on providing personalized financial planning and investment services, Derek Greer helps clients navigate their financial goals and secure their financial future. With a commitment to integrity and excellence, Derek Greer and his team at Ameriprise Financial Services, LLC are dedicated to helping clients achieve financial success and peace of mind.

Brundage, Pearl & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2 Park Plaza, Irvine, California, United States. If you have questions or would like a complimentary initial consultation, feel free to get in touch. The team at Brundage, Pearl & Associates is dedicated to working closely with you to create a customized financial plan to help you achieve your goals. We uphold a high standard of professionalism and service to ensure a meaningful client experience. Our firm is committed to diversity, inclusion, and creating a better future for all. Ameriprise Financial Services has been honored for its support of the military community and commitment to disability inclusion. Our financial advisors are registered in certain U.S. states, and we cannot guarantee future financial results. Let's meet to discuss your financial priorities and how personalized advice can help you reach your goals. Visit our website for more information on our services and accolades.

Ameriprise Financial: Pezza Leonard is a finance institution located at 2 Park Plz in Irvine, California, United States. Each Ameriprise advisor at this location has "Top areas of focus" to help align with your financial goals. You can review the backgrounds, credentials, and experience of the advisors to find the best fit for your needs. Fill out the "Request consultation" form to connect with your desired advisor, who will then reach out to schedule a complimentary initial consultation. Let Ameriprise Financial: Pezza Leonard help you plan for a secure financial future.

Lee T. Reams & Associates is a reputable financial planning firm located at 3300 Irvine Avenue in Newport Beach, California. With a team of experienced professionals, they provide comprehensive financial services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, Lee T. Reams & Associates offers personalized solutions tailored to each client's unique needs. Their dedication to excellence and commitment to client satisfaction sets them apart as a trusted partner in financial planning.

Welcome to Dreamcatcher Remodeling, your premier general contractor located at 609 Deep Valley Drive, Rolling Hills Estates, California. With a proud legacy of over 25 years and four generations of family ownership, we are dedicated to transforming homes throughout Orange County and the Greater Los Angeles area into beautiful, functional living spaces. From design to construction, we collaborate with homeowners to create stunning remodels that reflect their vision and lifestyle. Our comprehensive range of services includes backyard upgrades, deck installations, room additions, ADU homes, whole home remodels, pool installations, concrete driveways, kitchen remodels, and bathroom remodels. Whether you're dreaming of a serene backyard oasis or a state-of-the-art kitchen, our expert team is here to bring your ideas to life.