Coastal Wealth

Royal Alliance, now operating as Osaic Securities, provides a wide range of investment and advisory services through Osaic Wealth Inc., a registered broker-dealer and investment adviser that is a member of FINRA and SIPC. The firm collaborates with various independent entities and marketing names to offer diverse products and services tailored to the needs of its clients. The company's advisory services are offered through a network of firms, including Triad Advisors LLC and Securities America Inc., ensuring a broad spectrum of solutions in wealth management. Royal Alliance emphasizes transparency and encourages clients to utilize resources such as FINRA’s BrokerCheck to learn more about the professional history of their financial professionals. Generated from the website

Raymond James Financial Services in San Juan Capistrano, CA, specializes in serving successful families in South Orange County, offering a range of financial services including asset allocation management, insurance, annuities, mutual funds, stocks, bonds, financial planning, tax planning, college planning, retirement planning, and estate planning. Their team of experienced financial advisors at Raymond James San Juan Capistrano provides personalized investment strategies to help clients diversify their investments and achieve their financial goals, with a focus on telecommunications, life events, and effective charitable giving.Generated from the website

Welcome to Merrill Lynch in Laguna Niguel, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.