TOP 10 Wealth management advice in Laguna Beach, CA
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Michael McVicker - State Farm Insurance Agent
● OpenMichael McVicker - State Farm Insurance Agent is a reputable insurance agency located at 384 Forest Avenue in beautiful Laguna Beach, California. Led by Michael McVicker, who has a wealth of experience in economics and risk management from his time at Standard Chartered Bank, this agency offers a wide range of insurance products including Homeowners, Auto, Business, Life, Marine, and Umbrella policies. Michael and his wife Lauren are dedicated to serving the community and are committed to expanding their services to neighboring states such as Nevada, Arizona, and Oregon. With a passion for connecting with others, Michael not only provides top-notch insurance coverage but also enjoys spreading love and joy, especially during special occasions like Valentine's Day. Whether you need advice on insurance coverage or tips for making the most out of your Valentine's Day plans, Michael is here to help.
384 Forest Ave Ste 19A, Laguna Beach, CA 92651, United States -
Brian Carruthers and Associates
● OpenBrian Carruthers and Associates is a leading finance institution located in Laguna Beach, California. Our team of experienced professionals provides expert financial advice and services to help our clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, we are here to assist you every step of the way. Visit us at 301 Forest Avenue to learn more about how we can help you secure your financial future.
301 Forest Ave, Laguna Beach, CA 92651, United States -
Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes
● OpenMerrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Edward Jones - Financial Advisor: Diane E Wegener
● OpenEdward Jones - Financial Advisor: Diane E Wegener is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. As a trusted financial advisor, Diane E Wegener provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Edward Jones - Financial Advisor: Diane E Wegener is dedicated to helping individuals and families secure their financial future.
1100 S Coast Hwy #219, Laguna Beach, CA 92651, United States -
Piper Jaffray & Co
● OpenPiper Jaffray & Co is a renowned finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. With a strong reputation for providing top-notch financial services, Piper Jaffray & Co offers a wide range of investment banking and asset management services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking for investment advice, wealth management solutions, or assistance with mergers and acquisitions, Piper Jaffray & Co is committed to delivering exceptional service and expertise to meet your needs.
1100 S Coast Hwy # 300, Laguna Beach, CA 92651, United States
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