Lifeplans Financial

Located in the picturesque Newport Beach CA financial advisor McNamara Brian Peter offers expert guidance to help clients navigate their financial journeys. With a focus on personalized strategies and client satisfaction he aims to empower individuals and families to achieve their financial goals in a vibrant coastal community. Generated from this place's information

McNamara, Brian Peter, located in Newport Beach, CA, specializes in wealth management and financial planning, offering trusted guidance and comprehensive solutions tailored to individual needs. With a team of 1,500 financial advisors, they emphasize a holistic approach to help clients protect and grow their wealth while navigating life's uncertainties with confidence. As a wholly owned subsidiary of New York Life, a Fortune 100 company with over 175 years of history, McNamara provides personalized strategies that align with clients' financial goals. Their advisors focus on creating customized wealth management and protection solutions, empowering clients to take control of their financial future and achieve their dreams. Generated from the website

Miramontes Capital LLC, located in Irvine, CA, offers a comprehensive suite of financial services designed for business owners, retirees, medical professionals, and CPA professionals. With over 25 years of experience, the firm specializes in strategic solutions encompassing wealth management, estate planning, tax strategies, and customized financial planning tailored to individual client needs. The dedicated team at Miramontes Capital focuses on simplifying financial planning through transparent communication and personalized support. They provide regular portfolio reviews and work closely with clients to develop strategies that enhance financial freedom and secure futures, ensuring that individuals can enjoy their retirement with confidence and peace of mind. Generated from the website