Diversified Investment Strategies

Bank of America in Dana Point, CA offers a range of financial services, including banking, credit cards, home loans, and auto loans tailored to meet the needs of both individuals and small businesses. The institution emphasizes convenience through its mobile banking app, allowing customers to manage their finances on-the-go with features like customizable alerts and secure access using fingerprint or Face ID. In addition to standard banking services, Bank of America provides options like Preferred Rewards, which can lead to significant savings on fees and interest rates for eligible members. With a focus on customer support, the bank facilitates appointments for those seeking personalized assistance in navigating their financial decisions. 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.

The combination of integrity, contract and local expertise enables me to get results on a consistent basis for my clients. Whether you are looking to buy or sell your home, I look forward to partnering with you in the pursuit of your real estate goals. Call or text me at 949.424.4354.