Jones, David Agt

Select Portfolio Management is a registered investment advisory firm based in Aliso Viejo, CA, offering integrated wealth management services to individuals, families, and business owners. With a team of experienced professionals, they provide comprehensive planning and personalized strategies to help clients achieve their financial goals and preserve their wealth. Through their Advisor Managed Portfolios, Select Portfolio Management tailors investment solutions based on each client's risk tolerance, while their Financial Goal Planning Services utilize the latest technology to actively involve clients in the planning process. Committed to transparency and client education, they also offer a quarterly newsletter and a resource library with informative articles on managing wealth. As registered investment advisors, they adhere to strict privacy policies and are members of FINRA and SIPC.Generated from the website

Southern California-based Independent Insurance Agency representing multiple A-Rated home, auto and business insurance companies.

State Farm, established in 1922, is a prominent insurance provider in Aliso Viejo, CA, offering a comprehensive range of coverage options including auto, homeowners, renters, motorcycle, and life insurance. The company emphasizes personalized service through dedicated agents, helping customers create tailored insurance plans that cater to their individual needs and provide substantial savings through various discounts. Committed to community and environmental responsibility, State Farm goes beyond insurance by engaging in initiatives that strengthen local relationships and promote sustainability. With over 91 million policies in force and a robust digital platform for management and claims, State Farm continues to innovate and adapt to meet the evolving demands of its clients. Generated from the website