TOP 30 Senior financial assistance in Newport Beach, California

6 results found

Merrill Lynch Financial Advisor Nick McCutcheon 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. Nick McCutcheon can help create a flexible strategy tailored to your needs in today's ever-changing market conditions. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. Nick McCutcheon follows the Merrill tradition of community involvement, volunteering with local organizations. He offers the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Backed by Merrill's global resources, his team is dedicated to establishing strong client relationships based on trust and personalized service.

Reverse Mortgage Advisor - C2 Financial is a finance institution located at 237 South La Esperanza, San Clemente, California, United States. As a licensed provider of reverse mortgage services, we aim to educate and provide expert advice to help you make informed decisions about your retirement goals. Our services are available in Arizona, California, Colorado, Florida, Idaho, New Mexico, Oregon, Texas, and Washington. Please note that the material on our website is not provided or approved by HUD or FHA, and should not be considered a substitute for legal, tax, or financial advice. It is important to consult with qualified professionals for additional guidance. Our team is committed to helping you navigate the complexities of reverse mortgages and ensure that you meet all requirements to avoid default.

Merrill Insurance Services, Inc. is an insurance agency located at 31302 Avenida Madrid, San Juan Capistrano, California, United States. Specializing in analyzing Medicare Choice options, Merrill Insurance Services offers personalized one-on-one assistance in selecting the right plan for each individual. With a focus on long-term partnerships, the team at Merrill Insurance Services works with clients annually to update or change their Medicare plans as needed. Serving the communities of San Juan Capistrano, Newport Beach, and Trabuco Canyon, Merrill Insurance Services has earned a reputation for their experienced and up-to-date knowledge, as well as their exceptional personal service. Clients commend Stephen Merrill for his guidance and expertise in navigating the complex world of insurance plans, ensuring peace of mind and security for their healthcare needs. Whether you are new to Medicare or looking to make changes to your current plan, Merrill Insurance Services is a trusted partner in finding the right solution for you.

Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

NRM Real Estate Advisors is a real estate agency located at 115 22nd Street in Newport Beach, California, United States. Our team is dedicated to assisting clients in vision, strategy, and implementation. We understand that each client is unique, so we work closely with them to develop a tailored strategy that empowers them to achieve their goals and enhance sustainable success. With decades of experience and a commitment to innovation, we provide innovative approaches to real estate solutions. Our team prides itself on maintaining ongoing relationships with clients, providing senior level leadership, and delivering measurable results. Our success is reflected in the numerous referrals and repeat engagements we receive from satisfied clients.

Bank 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.