Jorey Bernstein Private Wealth Management

Insurance Online Services, Inc., located in Newport Beach, CA, specializes in providing a variety of insurance options, including auto, home, business, and life insurance. The company is recognized for its high customer satisfaction ratings, consistently earning scores of 4.9 out of 5 stars on platforms like Google and Facebook. The firm utilizes advanced technology to streamline the insurance comparison process, allowing clients to evaluate rates from top-rated carriers efficiently. Their dedicated team of licensed agents is committed to delivering exceptional customer service by aiding clients in finding optimal coverage and securing competitive rates quickly. Generated from the website

Margaret Baldwin, CRPC, Senior Vice President and Financial Advisor with D.A. Davidson, is a Chartered Retirement Planning CounselorSM offering wealth planning that includes a wide range of financial solutions and services. She was selected by Forbes as one of America's Top 200 Women Advisors 2017.