Wealth management in Laguna Beach, CA
11 results found
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WCM Investment Management
● ClosedWCM Investment Management is a finance institution located at 281 Brooks Street in Laguna Beach, California, United States. Our investment philosophy is centered around intentional cultures focused on simple, achievable goals, which are reflected in our organizational ethos. We aim to generate long-term, sustainable excess returns for our clients through innovation, employee incentives aligned with client objectives, and a flat power structure that promotes meritocracy and debate. We offer equity investment advisory services for a diverse range of clients, including corporations, individuals, funds, plans, endowments, and foundations. Our original equity research forms the basis for our goal of achieving long-term excess returns. As an independent asset management firm, we are driven by a spirit of broad-based employee ownership and operate as a profitable, financially sound company with no debt. Explore our institutional and investor class mutual funds on our website for more information.
281 Brooks St, Laguna Beach, CA 92651, United States -
Neo Build Foundation Manhattan Beach
● OpenWelcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.
1138 Highland Avenue, Manhattan Beach, California 90266, United States -
Michael McVicker - State Farm Insurance Agent
● ClosedMichael 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 -
Duttenhoffer David
● OpenDuttenhoffer David is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Duttenhoffer David is known for its expertise in investment strategies, wealth management, and financial planning. Clients can expect personalized attention and tailored solutions to help them achieve their financial goals. Trustworthy and reliable, Duttenhoffer David is a go-to institution for all your financial needs.
1100 S Coast Hwy # 210, Laguna Beach, CA 92651, United States -
Brian Carruthers and Associates
● ClosedBrian 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
● ClosedMerrill 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 -
The Zandbergen Group
● ClosedThe Zandbergen Group, located at 32322 Coast Highway in Laguna Beach, California, is a finance institution operating under Axxcess Wealth Management, LLC. Registered with the SEC, The Zandbergen Group offers advisory services through its experienced professionals, including Bart A. Zandbergen and Letitia S. Berbaum. With a focus on providing personalized financial solutions, The Zandbergen Group is committed to helping clients achieve their financial goals.
32322 Coast Hwy 1, Suite D, Laguna Beach, CA 92651, United States -
Edward Jones - Financial Advisor: Diane E Wegener
● ClosedEdward 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 -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 265 Ocean Avenue in Laguna Beach, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial market. Visit their office in Laguna Beach to learn more about how they can assist you in reaching your financial goals.
265 Ocean Ave, Laguna Beach, CA 92651, United States -
Rancho Alipaz
● ClosedWelcome to Rancho Alipaz, a serene 55 manufactured home community in the heart of historic San Juan Capistrano, California. Nestled amidst scenic mountains, valleys, and caressed by gentle ocean breezes, our community offers an unparalleled coastal retirement lifestyle. Situated at 32371 Alipaz Street, our location provides easy access to the vibrant downtown district, renowned beaches, and the picturesque cities of Laguna Beach, Dana Point, and San Clemente. Rancho Alipaz is more than just a place to live; it's a community where neighbors become friends. Our residents enjoy a wide array of amenities designed to keep you as active or relaxed as you desire. Challenge friends to a game of billiards in our welcoming clubhouse, unwind in our refreshing heated pool, or soak in the hot tub. For those who enjoy outdoor activities, our putting green offers a fun way to stay engaged.
32371 Alipaz Street, San Juan Capistrano, California 92675, United States
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