Edward Jones Investments

John Halperin is a Senior Vice President of Wealth Management at UBS Financial Services, specializing in advising athletes and entertainers. With an extensive background in financial planning, he offers a personalized approach that combines strategic access to UBS's resources and a focus on the unique financial complexities faced by high-achieving professionals. Halperin's team is dedicated to providing comprehensive financial solutions that encompass liquidity needs, longevity planning, wealth transfer strategies, and life transition planning. Recognized multiple times as one of Forbes' Best-in-State Wealth Advisors, he brings a wealth of experience and insights tailored to simplify the financial landscapes of clients navigating dynamic personal and professional goals. Generated from the website

Located in Brea, CA, Edward Jones Investments - Brandon Dunn is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial goals. Specializing in investment management, retirement planning, estate planning, and education savings programs, they provide tailored solutions to meet the unique needs of each client. Their team of financial advisors, available nationwide, focuses on cultivating strong relationships with clients, offering consultations and continuous support to guide them through life's various stages. At Edward Jones Investments - Brandon Dunn, the emphasis lies on personalized care, ensuring that clients receive individualized attention and customized strategies rather than a one-size-fits-all approach. By prioritizing thoughtful planning and client-focused service, they make comprehensive financial planning accessible to a diverse range of investors. Whether clients are planning for retirement, managing investments, or preparing for future milestones, Edward Jones Investments - Brandon Dunn is committed to providing the guidance and support needed to navigate the complexities of financial decision-making. Generated using this brand's available information

LPL Financial is a financial services company based in Brea, CA, specializing in providing investment and wealth management services to clients. With a focus on personalized financial planning and investment strategies, LPL Financial aims to help individuals and businesses achieve their financial goals through tailored solutions. Generated from their business information