Brosnan & Associates

Morgan Advisory Group is an independent boutique insurance advisory firm located in Corona del Mar, CA, specializing in the design, implementation, and management of life insurance portfolios for affluent families, family offices, and privately held businesses. The firm is committed to providing objective and effective advice tailored to meet the unique needs of its clients and their advisors. With a focus on the complexities of business succession and liquidity issues, Morgan Advisory Group collaborates closely with owners, executives, and shareholders to ensure comprehensive management of life insurance solutions. Their dedication to excellence is evidenced by their continuous effort to enhance client experiences through innovative products and advanced technology. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Assured Capital is a financial services firm based in Newport Beach, CA, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Assured Capital aims to help clients achieve their long-term financial goals through strategic investment strategies and risk management. Generated from their business information