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TOP 30 Risk management solutions in Newport Beach, CA
68 results found
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Koru Risk Management
Koru Risk Management, located in Newport Beach, California, is not just your average risk management institution. We redefine risks by prioritizing transparency, integrity, and creativity in everything we do. Our commitment to open communication, trust, and innovative solutions sets us apart as your trusted partner in safeguarding your future. With a focus on supporting non-profit and community-based charitable organizations, we prioritize enhancing the well-being, inclusion, and essential services for our community's most vulnerable members. Our industry-specific insurance offerings are designed to help you manage risk, protect assets, and promote growth, no matter your industry or size.
Orion Risk Management Insurance Services
Orion Risk Management Insurance Services is a leading insurance agency located at 1800 Quail Street in Newport Beach, California. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for coverage for your home, auto, business, or other assets, we are here to help. With a focus on risk management, we strive to protect our clients from potential financial losses and provide peace of mind. Contact us today to learn more about how we can assist you with your insurance needs.
NWM GROUP- Newport Wealth Management Group
NWM Group- Newport Wealth Management Group is a leading institution in the fields of accounting, finance, and insurance agency. Located at 17011 Beach Boulevard in Huntington Beach, California, United States, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you need help with tax planning, investment management, or insurance coverage, our experienced professionals are here to assist you every step of the way. Trust NWM Group to help you achieve your financial goals and secure your future.
Martin Klein - RBC Wealth Management Financial Advisor
Martin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.
Compak Asset Management
Compak Asset Management is a leading finance institution located at 1801 Dove Street in Newport Beach, California, United States. With a focus on providing expert asset management services, Compak Asset Management offers tailored investment solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized advice and strategies to maximize returns and minimize risks for our clients. Trust Compak Asset Management to help you navigate the complex world of finance and secure your financial future.
Rockefeller Capital Management
Rockefeller Capital Management, located at 23 Corporate Plaza in Newport Beach, California, is a renowned finance institution with a rich history dating back over seven generations of serving the Rockefeller family. Offering individualized service for families, individuals, institutional investors, and corporations, we strive to provide innovative financial solutions tailored to each client's unique needs and objectives. With a commitment to integrity and a focus on generating insights and outcomes that set us apart in the investment community, Rockefeller Capital Management seeks to pioneer the future of financial services. Our team of experienced senior investment bankers provides independent, strategic business advice to private and public companies, delivering a level of service that goes beyond traditional offerings.
Brashears & Newendorp Insurance Agency
Brashears & Newendorp Insurance Agency, located at 3020 De La Vina Street in Santa Barbara, California, offers personalized insurance solutions for your peace of mind. They believe in tailoring insurance to fit your unique needs, whether it's for your home, business, boat, or even private plane. With a focus on synchronized risk management, Brashears & Newendorp takes the time to understand your lifestyle and craft customized policies that evolve with your changing needs. Specializing in marine, aviation, and construction insurance, Brashears & Newendorp ensures that you are protected in every aspect of your life. With a dedication to exceeding client expectations for honesty, service, consistency, and value, they only represent top-rated carriers to provide the best coverage possible.
Javier Misiego - State Farm Insurance Agent
Javier Misiego - State Farm Insurance Agent is a reputable insurance agency located at 227 20th Street in Newport Beach, California. Serving clients in California, Utah, Arizona, and Oregon, Javier and his team are dedicated to meeting all your insurance needs. With a focus on reducing costs and providing personalized service, they offer a wide range of insurance options including auto, home, business, and life insurance. Javier Misiego, a Spaniard/American licensed in multiple states, is passionate about helping clients protect what matters most to them. His team is multilingual, professional, and knowledgeable, ensuring that every client receives personalized attention and the best insurance solutions for their unique needs. As a proud supporter of various community organizations, Javier Misiego - State Farm Insurance Agent is committed to giving back and making a positive impact in the local area.
Brashears Insurance
Brashears Insurance is a trusted insurance agency located in Newport Beach, California. With a focus on personalized insurance solutions, Brashears and Newendorp strive to provide tailored protection for your unique needs. Whether you are looking for marine insurance, risk management for your business, or comprehensive coverage for your home, Brashears & Newendorp has you covered. With over 30 years of experience in assessing ocean marine risk and a deep understanding of the aviation industry, their team of experts is dedicated to exceeding their client's expectations for honesty, service, consistency, and value. They represent A rated carriers to ensure the best coverage based on individual needs. Whether you are in California, Alaska, Hawaii, or nationwide, Brashears & Newendorp Insurance Brokers will match you to the best available insurance. Trust in Brashears Insurance for all your insurance needs and experience the peace of mind that comes with comprehensive coverage.
UNIGLOBE Travel Center
UNIGLOBE Travel Center, located in Newport Beach, California, is a leading travel agency that has been in business for over 28 years. With a focus on providing support and mentorship to travel professionals, UNIGLOBE offers a range of programs tailored to every step of your journey in the travel industry. Whether you are a new advisor looking to enter the travel industry, a seasoned leisure advisor looking to grow your business, or an experienced GDS advisor seeking a veteran team for support, UNIGLOBE has a program for you. With access to top-tier commissions, coaching, and mentoring, UNIGLOBE is dedicated to helping you succeed as a travel advisor.
Redwood West
Redwood West is a premier real estate agency located at 2250 Newport Boulevard in the vibrant city of Newport Beach, California. With a team of experienced and dedicated professionals, we specialize in helping clients buy, sell, and rent residential and commercial properties in the beautiful West Coast region. Our personalized approach and attention to detail ensure that every client receives top-notch service and expert guidance throughout the real estate process. Whether you are looking for your dream home or seeking to invest in a lucrative property, Redwood West is here to help you achieve your real estate goals. Contact us today to learn more about our services and how we can assist you in navigating the competitive real estate market in Newport Beach and beyond.
Vital Data Technology Inc
Vital Data Technology Inc is a leading technology company located at 800 Newport Center Drive in Newport Beach, California. Specializing in data management solutions, Vital Data Technology Inc offers cutting-edge software and services to help businesses streamline their operations and make informed decisions. With a team of experienced professionals, the company is dedicated to providing innovative solutions that meet the unique needs of each client. Whether you are looking to improve data security, enhance data analysis capabilities, or optimize data storage processes, Vital Data Technology Inc has the expertise and resources to help you achieve your goals. Contact us today to learn more about how we can help your business thrive in the digital age.
Resolute Financial and Insurance Services
Resolute Financial and Insurance Services is a comprehensive finance, health, and insurance agency located at 260 Newport Center Drive in Newport Beach, California, United States. Our dedicated team of professionals is committed to providing personalized solutions to meet our clients' financial and insurance needs. Whether you are looking for retirement planning, investment strategies, health insurance, or risk management services, we are here to help you navigate the complexities of the financial world and secure your future. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
One Benefit Health Svc
One Benefit Health Services is a reputable health insurance agency located at 3737 Birch Street in Newport Beach, California. We are dedicated to providing top-notch health insurance services to individuals and families in the area. Our team of experienced professionals is committed to helping clients find the best health insurance plans that suit their needs and budget. Whether you are looking for individual coverage or a group plan for your business, we are here to assist you every step of the way. Contact us today to learn more about the benefits of choosing One Benefit Health Services for your insurance needs.
Alera Group Orange County
Alera Group Orange County is a leading finance, health, and insurance agency located at 1500 Quail Street in Newport Beach, California. Our team of experts is dedicated to providing comprehensive and personalized solutions to meet the unique needs of our clients. Whether you are looking for financial planning, health insurance, or risk management services, Alera Group Orange County is here to help. Contact us today to learn more about how we can assist you in achieving your goals and securing your future.
Novamar Insurance
Novamar Insurance Group is a leading insurance agency located at 1950 West Coast Highway in Newport Beach, California, United States. Specializing in yacht insurance, our team of experts has extensive experience in marine insurance and boating, ensuring that we can provide the best coverage options for our clients. We have strong relationships with domestic and international underwriters, allowing us to offer competitive premiums and tailored solutions to meet each individual's unique needs. Our proprietary programs, such as the Mexican Vessel Liability Program, provide comprehensive coverage for those cruising in Mexican waters at lower premiums.
Maxwell Insurance Agency
Maxwell Insurance Agency is a trusted insurance agency located at 120 Tustin Avenue in Newport Beach, California. As a leading provider of insurance services in the United States, Maxwell Insurance Agency offers a wide range of coverage options to meet the needs of individuals, families, and businesses. With a team of experienced and knowledgeable insurance professionals, clients can expect personalized service and expert guidance in selecting the right insurance policies for their specific needs. Whether you are looking for auto, home, life, or business insurance, Maxwell Insurance Agency is committed to providing reliable coverage and exceptional customer service. Contact us today to learn more about how we can help protect what matters most to you.
Chase Bank
Chase Bank, located at 551 Newport Center Drive in Newport Beach, California, is a full-service financial institution offering a range of banking and finance services. Whether you need assistance with managing cash flow, obtaining credit solutions, or handling payroll, the team of business professionals at Chase Bank is ready to help. They also provide online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank is dedicated to helping clients achieve their financial goals while managing market risks. J.P. Morgan Wealth Management, a division of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment service for qualified clients, offering a range of deposit accounts subject to approval.
Mike Ferraro Jr. - State Farm Insurance Agent
Mike Ferraro Jr. - State Farm Insurance Agent is a trusted insurance agency located at 3700 Campus Drive in Newport Beach, California. As a third-generation State Farm Insurance Agent, Mike Ferraro Jr. follows in the footsteps of his grandfather and father, who have served the community for decades. The agency offers a range of insurance products including homeowners, renters, life, small business, and auto insurance. Mike Ferraro Jr. is dedicated to providing top-level customer service and upholding the values of honesty and integrity that have been passed down through his family. With a background in professional sports and a passion for helping others, Mike is committed to helping individuals and families protect their assets and loved ones.
Law Offices of Craig Redler
The Law Offices of Craig Redler, located at 333 Bayside Drive in Newport Beach, California, offers comprehensive estate planning and asset protection services to help individuals and businesses safeguard their assets and secure their financial future. With over twenty years of experience in estate planning, Attorney Craig Redler specializes in developing personalized strategies to manage and mitigate potential litigation risks. By creating a customized estate plan, you can ensure that your loved ones are protected and that your financial wishes are carried out in the event of disability or death. In addition to traditional estate planning services, Craig Redler also offers asset protection planning to help safeguard your assets from potential lawsuits, claims, and other unforeseen events. By taking proactive steps to protect your assets, you can minimize the risk of losing your hard-earned property in a ruinous lawsuit. With a focus on personalized service and tailored solutions, Craig Redler works closely with clients to develop comprehensive estate, tax, and financial plans that meet their individual needs and goals.
Bank of America Private Client Advisor Samuel (Sam) Miller
Bank 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.
Canterbury Consulting Inc.
Canterbury Consulting Inc. is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. With a team of experienced financial experts, Canterbury Consulting Inc. offers a wide range of financial services including investment management, wealth planning, and risk management. Clients can expect personalized and innovative solutions to help them achieve their financial goals. With a strong track record of success, Canterbury Consulting Inc. is a trusted partner for individuals and businesses looking to secure their financial future.
Merrill Lynch Financial Advisor Denise M Turner
Merrill Lynch Financial Advisor Denise M Turner is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Merrill is proud of their advisors who have received recognition for exemplary client service. Denise Turner can help create a flexible financial strategy tailored to your specific needs, with access to investment insights from Merrill and banking solutions from Bank of America. She believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be created. Denise focuses on understanding your priorities, family, and goals to develop a financial approach that evolves with you over time. By utilizing the Investment Personality Assessment, she can customize your financial approach to align with your investing preferences. Regular check-ins and adjustments to your financial approach help you stay on track towards achieving your financial goals. Denise's mission is to understand you and create a personalized plan to manage, grow, and preserve your wealth. Working together, she can help you achieve your financial aspirations and manage investment risk effectively. With access to Merrill's investment insights and Bank of America's banking solutions, Denise is dedicated to helping you address your financial needs and reach your goals.
Merrill Lynch Financial Advisor Tawni T. T. Nguyen
Merrill Lynch Financial Advisor Tawni T. T. Nguyen, located at 520 Newport Center Drive, Newport Beach, California, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Tawni can help you pursue your financial goals through personalized wealth management strategies. Tawni believes in understanding your goals and priorities to create a flexible plan that adapts to changing market conditions. By participating in the community and volunteering, Tawni follows the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, Tawni can help you build a personalized plan centered on your goals. With a focus on understanding your aspirations and priorities, Tawni works to design and implement a plan to help you manage, grow, and preserve your wealth for the future. By utilizing the Investment Personality Assessment, Tawni can customize a financial approach that aligns with your investing preferences and goals. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve what matters most to you. Tawni Nguyen is registered to do business in multiple states and is dedicated to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Merrill Lynch Financial Advisor Vivian L Chang
Merrill Lynch Financial Advisor Vivian L Chang is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Vivian can assist in creating a flexible strategy tailored to today's ever-changing market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, Vivian works to help you pursue your goals through personalized wealth management strategies. Vivian follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals and aspirations. By starting with a conversation, Vivian can identify and prioritize your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education.
Merrill Lynch Financial Advisor Adela M Grech
Merrill Lynch Financial Advisor Adela M Grech is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Adela can help create a flexible strategy tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Adela exemplifies the Merrill tradition of serving the community. With Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on your goals and aspirations. Adela focuses on what matters most to you - family, goals, and priorities - and helps you navigate through life's changes. By getting to know you personally and understanding your financial goals, Adela can design a customized approach to help you pursue financial success. With access to investment insights and banking solutions, Adela works with you to develop an approach to address your financial needs. The goal is to help you achieve your aspirations and manage investment risk. Through regular check-ins and adjustments to your financial approach, Adela ensures you stay on track to reach your goals. As a Merrill Lynch Wealth Management Advisor, Adela provides personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Get the latest investment insights, tips, and strategies to live your best financial life with Adela Grech.
Merrill Lynch Financial Advisor Marcus S Alexander
Merrill Lynch Financial Advisor Marcus S Alexander, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to building and maintaining strong relationships with clients. Marcus Alexander is accessible, knowledgeable, and experienced, passionate about helping clients make important financial decisions. With a deep understanding of each client's financial picture, personalized wealth management strategies are created to help clients pursue their goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can devise potential strategies to grow, preserve, and distribute their wealth. Marcus Alexander believes in understanding each client's unique goals and priorities, offering personalized plans to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment, Marcus can customize financial approaches based on individual preferences and goals. Regular check-ins and adjustments are made to financial approaches to reflect changes in clients' lives and the financial markets. The ultimate goal is to help clients achieve their financial aspirations and turn their goals into reality.
Osaic Wealth
Osaic 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.
Merrill Lynch Financial Advisor Lucian Ursan
Merrill Lynch Financial Advisor Lucian Ursan, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to managing your wealth with a deep understanding of your financial picture. With a focus on your goals and priorities, Lucian Ursan can create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Lucian Ursan believes in actively participating in the community and volunteers with local organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™, centered on your goals and aspirations. By getting to know you and your family, Lucian Ursan helps you make informed decisions and trade-offs to reach meaningful financial goals. Through the Investment Personality Assessment, your investing preferences are refined to create a customized financial approach. Your financial plan is regularly updated to reflect changes in your life and goals. Lucian Ursan's mission is to understand you and what matters most to you, designing a personalized plan to help you pursue financial goals while managing investment risk. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. Let Lucian Ursan and Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of your life and build a customized investment approach to reach your goals. With a dedicated one-on-one relationship, personalized investment strategies from Merrill, and comprehensive financial solutions from Bank of America, you can achieve your financial aspirations.
Alpha Growth PLC
Alpha Growth PLC is a leading finance institution located at the prestigious address of 23 Corporate Plaza in Newport Beach, California, United States. With a strong focus on delivering innovative financial solutions, Alpha Growth PLC offers a wide range of services to help clients achieve their financial goals. Whether it's investment management, wealth planning, or risk management, our team of experienced professionals is dedicated to providing top-notch service and expertise. Trust Alpha Growth PLC to help you navigate the complexities of the financial world and secure a prosperous future.
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