Long term insurance solutions in Costa Mesa, CA
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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 -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located at 2775 Mesa Verde Drive East in Costa Mesa, California, United States. Specializing in long-term care planning, the institution offers expert guidance and personalized solutions to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners is dedicated to providing comprehensive services and innovative strategies to protect and secure the financial well-being and health of its clients.
2775 Mesa Verde Dr E, Costa Mesa, CA 92626, 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 -
Stephanie Shields - Thrivent
● ClosedStephanie Shields - Thrivent is a financial institution located at 959 South Coast Drive, Costa Mesa, California, United States. Our mission is to help our clients define and achieve financial success so they can make a positive impact in their lives and communities. With decades of experience in personal finance, we are dedicated to creating personalized financial plans that align with the unique goals and dreams of each family we serve. Our comprehensive advice and financial strategies are designed to provide clarity and confidence as you work towards your financial aspirations. At Thrivent, we believe that money is a tool, not a goal. We are driven by a higher purpose and committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. As a member of Thrivent, you become part of a community that looks out for each other and strives to live more meaningful lives.
959 S Coast Dr, Costa Mesa, CA 92626, United States -
Beacon Wealth Team
● ClosedBeacon Wealth Team, located at 2900 Bristol Street in Costa Mesa, California, is a finance institution that offers comprehensive wealth management services beyond just stocks and bonds. They specialize in helping business owners maximize the value of their companies through a Value Acceleration Process and the Value Builder System. By improving their Value Builder Score, clients can potentially receive higher acquisition offers. With a team of experienced professionals, Beacon Wealth Team provides premium services for business owners looking to sell their businesses. They conduct surveys to assess the owner, the company, and the market, and offer strategies tailored to meet long-term financial goals while considering risk tolerance.
2900 Bristol St Building B, Suite 300, Costa Mesa, CA 92626, United States -
Michael A Darany, CFP , EA
● ClosedMichael A Darany, CFP, EA is a reputable institution located at 3070 Bristol Street in Costa Mesa, California, United States. Specializing in accounting, finance, health, and insurance services, this institution offers expert guidance and assistance to individuals and businesses seeking to navigate the complexities of financial management. With a team of experienced professionals, including Certified Financial Planners and Enrolled Agents, Michael A Darany provides personalized solutions tailored to meet the unique needs of each client. Whether you are looking to secure your financial future, optimize your tax strategy, or protect your assets with the right insurance coverage, this institution is dedicated to helping you achieve your goals with confidence and peace of mind.
3070 Bristol St #500, Costa Mesa, CA 92626, United States
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