Legal services for families in Newport Beach, California
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Parineh Law, APC
● OpenParineh Law, APC is a reputable law firm located at 1101 Dove Street in Newport Beach, California, United States. Specializing in various legal services, the experienced team at Parineh Law, APC is dedicated to providing top-notch representation and personalized attention to each client. From family law to business litigation, the firm offers a wide range of legal expertise to meet the needs of individuals and businesses alike. With a commitment to excellence and a track record of successful outcomes, Parineh Law, APC is a trusted choice for anyone in need of legal assistance in the Newport Beach area.
1101 Dove St #245, Newport Beach, CA 92660, United States -
Curry Psychology Group
● ClosedCurry Psychology Group, located at 200 Newport Center Drive in Newport Beach, California, is a leading institution for therapy and psychological assessment in Orange County. Our team of seasoned therapists is dedicated to providing high-quality mental health care rooted in science, compassion, and heart for adults, children, couples, and families. We believe in listening to our clients with full attention and providing them with the tools they need to make real and lasting change in their lives. From psychological evaluations to expert testimony for legal matters, we offer a wide range of services to support our clients on their journey to emotional well-being. Our therapists are not only experts in the field of psychology but also caring individuals who are committed to helping you live a life full of love, happiness, and fulfillment. Don't waste another moment feeling stuck - contact Curry Psychology Group today to start your journey towards a brighter future.
200 Newport Center Dr, Newport Beach, CA 92660, United States -
Phelps Law Group
● OpenPhelps Law Group is a reputable legal institution located at 23 Corporate Plaza Drive in Newport Beach, California. With a team of experienced attorneys, we specialize in a wide range of legal services including corporate law, real estate law, family law, and estate planning. Our dedicated team is committed to providing high-quality legal representation and personalized attention to each client. Contact us today for expert legal advice and representation.
23 Corporate Plaza Dr, Newport Beach, CA 92660, United States -
Margot Nelson Attorney at Law
● ClosedMargot Nelson Attorney at Law is a reputable law firm located at 1280 Bison Avenue in Newport Beach, California. Specializing in various areas of law, including criminal defense, family law, and personal injury cases, Margot Nelson is a highly experienced and dedicated attorney who provides top-notch legal services to her clients. With a strong track record of successful cases and a commitment to achieving the best possible outcomes for her clients, Margot Nelson Attorney at Law is a trusted choice for anyone in need of legal representation in the Newport Beach area.
1280 Bison Ave, Newport Beach, CA 92660, United States -
SGVB LAW
● ClosedSGVB LAW is a prestigious law firm located at 3501 Jamboree Road in Newport Beach, California. Our team of experienced and dedicated lawyers specialize in a wide range of legal services, including business law, real estate law, family law, and more. With a commitment to excellence and a track record of success, SGVB LAW is the go-to choice for individuals and businesses seeking top-notch legal representation. Trust us to advocate for your rights and provide expert guidance through even the most complex legal matters. Contact us today to schedule a consultation and see how we can help you achieve your legal goals.
3501 Jamboree Rd, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Samuel (Sam) Miller
● OpenBank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Osaic Wealth
● OpenOsaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
3070 Bristol St #500, Costa Mesa, CA 92626, United States -
Bank of America Private Client Advisor Michael A Poole
● OpenBank of America Private Client Advisor Michael A Poole is located at 500 Newport Center Drive in Newport Beach, California, United States. As a finance institution, we offer personalized strategies to meet the financial needs, goals, and best interests of individuals, families, businesses, and institutions. With over 200 years of experience, we help clients manage significant wealth, preserve legacies, plan for growth, and navigate the complexities of the financial landscape. Join us for the latest insights on Mondays and Fridays at 2:00 PM EST. Please note that by visiting our website, you may be directed to FINRA’S BrokerCheck. We strive to provide valuable information about products and services through relationship-based ads and online behavioral advertising. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Bank of America Private Bank is committed to serving our clients' best interests and providing innovative solutions in a constantly evolving world.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Blake DeBoer
● OpenBank of America Private Client Advisor Blake DeBoer, located at 500 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to serving high-net-worth individuals, families, and institutions. As a Vice President and Private Client Manager, Blake works closely with clients to design and implement customized strategies to help achieve their financial goals. With a client-centered approach, Blake offers a range of investment, wealth structuring, and specialized credit and banking services. Committed to building lasting relationships, Blake prioritizes diligence, service, and responsiveness. With a background in business administration and a strong commitment to community involvement, Blake DeBoer brings a personalized touch to his work at Bank of America Private Bank. The institution has a rich history of helping clients manage significant wealth for over 200 years, drawing on personalized approaches and resources to meet the financial objectives of individuals, families, businesses, and institutions. Bank of America Private Bank values innovation in a constantly changing world, focusing on providing disciplined financial strategies and bridging generations.
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 -
Bank of America Private Client Advisor Jing Jin
● OpenBank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs. Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Zahira (Zyda) Martinez
● OpenBank of America Private Client Advisor Zahira (Zyda) Martinez is a Senior Vice President and Private Client Manager located at 500 Newport Center Drive in Newport Beach, California. With over two decades of financial experience, Zyda works with high-net-worth clients such as business owners, entrepreneurs, professionals, and retirees to provide customized financial strategies including investment management, trust and estate planning, credit and lending, and private philanthropy. Zyda values building deep relationships with her clients and strives to identify opportunities to make their financial lives less challenging. She believes in the team approach at Bank of America Private Bank and uses her extensive knowledge to help clients achieve their financial goals. In her free time, Zyda is actively involved in philanthropy and enjoys traveling, yoga, cooking, and spending time with her family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. Bank of America Private Bank has a rich history of helping clients manage their wealth and achieve their financial objectives. They prioritize their clients' goals and provide disciplined financial strategies to navigate the complexities of the financial landscape. While investing involves risk, the team at Bank of America Private Bank is dedicated to providing innovative solutions to meet the evolving needs of their clients. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Matt Brunwin
● OpenMerrill Lynch Private Wealth Advisor Matt Brunwin, located at 520 Newport Center Drive, Newport Beach, California, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. With a focus on delivering straightforward advice and meaningful outcomes, the institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs. The team of private wealth advisors at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a goals-based wealth management approach that puts clients at the center of every personalized strategy. The institution is committed to providing highly personalized one-on-one service, working with individuals, families, business owners, and executives to help achieve their financial goals. The philosophy at Merrill Private Wealth Management centers on delivering meaningful outcomes to clients by understanding their desired lifestyle goals and developing strategic plans to achieve them.
520 Newport Center Dr 19 floor, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Nazanin Saidi
● OpenBank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
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 -
Baum Construction & Development
● ClosedWelcome to Baum Construction & Development, your trusted partner for home remodeling and construction in Long Beach, California. Located at 2900 Fidler Avenue, Long Beach, CA 90815, we are a premier general contractor and home goods store committed to transforming your living space into the home of your dreams. Led by Michael A. Baum, an award-winning remodeler and author of the best-selling book "Sawdust to Satisfaction," our team is dedicated to delivering exceptional quality and service. With years of experience and a 5-star rating from satisfied homeowners, we pride ourselves on our craftsmanship, reliability, and transparent pricing.
2900 Fidler Avenue, Long Beach, California 90815, 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 -
Coldwell Banker Realty
● ClosedWelcome to Coldwell Banker Realty, your trusted real estate agency located at 27111 Camino De Estrella, Dana Point, California. Our Dana Point/San Clemente/San Juan Capistrano office proudly serves the vibrant communities of San Clemente, Dana Point, Capistrano Beach, San Juan Capistrano, and Monarch Beach, among others. With a commitment to excellence, we offer remarkable residential and commercial real estate services that cater to a diverse range of needs. Nestled in the heart of Orange County, our office is surrounded by breathtaking ocean views, emerald green hillsides, and charming horse properties. Whether you're drawn to the bustling beachfront lifestyle of Dana Point or the quaint old-world charm of San Juan Capistrano, our area offers a unique blend of elegance and casual living. Locals and visitors alike enjoy the vibrant shops and restaurants on Avenida Del Mar in San Clemente and the scenic beauty of Dana Point Harbor.
27111 Camino De Estrella, Dana Point, California 92624, United States
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