Legacy wealth planning in Laguna Niguel, CA
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Fortin Law Group
● ClosedThe Fortin Law Group is a full-service estate planning law office located at 28202 Cabot Road, Laguna Niguel, California. Specializing in California Estate Planning Services in Orange County, the firm is dedicated to providing Peace of Mind to clients and their families. With a commitment to personal service, the Fortin Law Group offers legal life legacy planning from a holistic approach. Services include the preparation of a Revocable Living Trust, Wills, Advanced Healthcare Directives, Power of Attorney, and more. The firm also offers a Legal Legacy Wealth Planner to consolidate all assets in one place for convenience. Additionally, clients have the option to add a Pet Protection Plan to their trust and designate long-term guardians for their children. Founded by attorney Kelly, the Fortin Law Group is dedicated to helping clients navigate the complexities of estate planning and ensuring their wishes are fulfilled. With a focus on personalized service and ongoing support, the firm is committed to providing comprehensive legal solutions tailored to each client's unique needs and goals.
28202 Cabot Rd #300, 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 -
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 -
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
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