Citibank

JMB Financial Managers, based in Irvine, CA, specializes in providing tailored financial advice for business owners, independent contractors, and those with an entrepreneurial spirit. Founded by an entrepreneur for entrepreneurs, the firm offers services such as retirement planning, college cost planning, and investment management to help clients maximize their financial opportunities. With a focus on understanding the unique needs of their clients, JMB Financial Managers is committed to building long-lasting relationships and adapting to their clients' changing financial situations. The firm's expertise extends to various sectors, including commercial real estate, medical devices, and high-performing corporate employees, ensuring a comprehensive approach to wealth management. Generated from the website

Raymond James & Associates Inc, nestled in Irvine, CA, is a reputable financial services provider specializing in bespoke wealth management services, investment banking, asset management, and capital market solutions. Tailoring their offerings to suit the needs of individuals, businesses, and municipalities, they excel in providing comprehensive financial planning, portfolio advisory strategies, and investment research. Through a client-centric approach, Raymond James & Associates Inc delivers specialized assistance, meticulously crafted to align with the unique goals of each client, ensuring a personalized touch in every financial decision. Boasting a wealth of experience, Raymond James & Associates Inc places a strong emphasis on meticulous risk management practices, empowering clients to navigate intricate financial landscapes with confidence. Their commitment to nurturing growth, safeguarding assets, and facilitating seamless financial transitions is underlined by a global presence paired with a community-focused ethos. By offering attentive, purposeful, and objective-driven solutions, Raymond James & Associates Inc stands out as a trusted partner in steering clients towards financial success with tailored guidance and unwavering dedication. Generated using this brand's available information