Melody Pacheco Financial Professional at New York Life

Signature Legacy Wealth Advisors at UBS Financial Services Inc. in Newport Beach, CA, is dedicated to fostering long-term client relationships through tailored financial advice and quality service. The team believes in the importance of understanding clients' goals and concerns to provide customized wealth management strategies that evolve as their needs change. Led by industry veterans Douglas Cosgrove and Jon T. Dunavold, the advisors at Signature Legacy Wealth emphasize a holistic approach to financial planning, incorporating liquidity, longevity, and legacy strategies. With a commitment to excellence and community involvement, they aim to be the primary source of financial guidance for their clients. Generated from the website

Visit our office today located in Newport Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

James Mitchell - New York Life Insurance, situated in Newport Beach, CA, is a trusted destination for insurance and financial services. For over a century, this established company has been a cornerstone of the industry, offering a wide array of solutions ranging from life insurance to retirement strategies and investment planning. Catering to individuals, families, and businesses, they specialize in ensuring financial security and planning across different life stages. Emphasizing robust client relationships, James Mitchell - New York Life Insurance pairs expert financial advice with a diverse product portfolio tailored to evolving financial needs and aspirations. Renowned for its stability and dependability, this company stands out as one of the nation's premier mutual life insurance providers, serving customers with unwavering commitment and excellence. Generated using this brand's available information