Power Gateway Investment Co Ltd

My Retirement Lifeguard is a team of qualified financial professionals dedicated to helping individuals and families achieve their ideal retirements. Led by CEO Gregg Lancer, a seasoned expert in the financial services industry, they specialize in creating strategies that protect income for life and provide creative recommendations to fit their clients' needs. With a trusted network of professionals and strategic partners, they offer a broad portfolio of products and services, including wealth building, wealth management, and legacy estate planning services. Supported by financial administrative assistant Kristi Lancer, who has been by Gregg's side for almost 30 years, they provide holistic support to their clients, helping them not only financially but also in areas such as health issues and family legacy planning. With their expertise and commitment to their clients' well-being, My Retirement Lifeguard ensures that retirees and soon-to-be retirees are never swimming alone in their financial journey.Generated from the website

Located in San Juan Capistrano, CA, Edward Jones - Financial Advisor: Brian P Walsh is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial goals. Specializing in personalized guidance, the firm focuses on tailored solutions in investment management, retirement and estate planning, and education savings programs. With a commitment to fostering strong advisor-client relationships, their team of dedicated financial advisors offers consultations and continuous support to help clients navigate life's various stages. At Edward Jones - Financial Advisor: Brian P Walsh, the emphasis lies on individualized client care and crafting customized strategies rather than a one-size-fits-all approach. By prioritizing thoughtful planning over generic, transactional experiences, they ensure that a diverse range of investors can access comprehensive financial planning services. With a nationwide presence, the firm stands out for its dedication to making strategic planning accessible and beneficial for clients looking to secure their financial future. Generated using this brand's available information

Capital Financial Consultants Group, located in San Juan Capistrano, CA, is a boutique wealth management firm dedicated to providing personalized financial planning strategies tailored to individual needs and life milestones. Their comprehensive approach includes life planning, investment management, tax planning, and estate planning, ensuring clients are prepared for both expected and unexpected events. With a focus on understanding clients' values and family dynamics, Capital Financial Consultants aims to create a roadmap to financial security and success. Their services encompass goal planning, risk management, and retirement planning, allowing clients to take control of their financial futures with confidence. Generated from the website