North County Group

Portnoff Financial, located in the Mission Ridge Business Center in Mission Viejo, specializes in risk-management investments known as "Life Settlements" using clients' insurance policies. With a team of over five consultants, they assist investors in navigating the investment process. Established for more than five years, Portnoff Financial is dedicated to providing expert guidance and support to clients seeking to explore the world of Life Settlement investments. Generated from their available business information

LPL Financial in Aliso Viejo is the top choice for independent financial advisors seeking investment and business solutions nationwide. With cutting-edge tools, technology, and resources, LPL empowers advisors and their clients to achieve success in the financial industry. Generated from their website's infomation

Our wealth ideology is heavily rooted in our investment principles, which form the basis of each of our clients’ portfolios. We develop low-cost and globally diverse portfolios while focusing on asset allocation and active balancing of risks and returns. We understand that successful investing is not an overnight feat – it takes time, determination and consistency to achieve long-term results. Our investment strategies are built with this in mind, designed to evolve with regular re-balancing. Simply put, our plans go the distance in achieving the success that stands the test of time