Riordan Lewis & Haden

Securities America is a financial services firm based in Irvine, CA, specializing in investment advisory and brokerage services for individual and institutional clients. The company offers a range of financial products and services to help clients achieve their investment goals and secure their financial future. Generated from their business information

Cohen Financial, led by the esteemed Mark Cohen, is a prominent mortgage brokerage based in Irvine, California, specializing in both residential and commercial loan programs. With over 37 years of industry experience and a commitment to delivering unparalleled value, the firm is recognized as the #1 mortgage broker in the nation, particularly in the realm of jumbo and non-QM loans. The team's dedication to client success is evident in their proactive approach to challenging loans, ensuring that borrowers receive personalized service and optimal financing solutions. With a strong reputation built on extensive expertise and aggressive rates, Cohen Financial stands out as a trusted partner for those navigating the mortgage landscape in Southern California. Generated from the website

Edward Jones Investments, situated in Irvine, CA, stands as a financial services firm that specializes in assisting individuals, families, and small businesses in achieving their investment objectives and financial planning requirements. Their services are centered around delivering personalized guidance, placing a significant emphasis on tailored solutions encompassing investment management, retirement and estate planning, and education savings programs. This establishment boasts a network of dedicated financial advisors spread across the nation, highlighting their commitment to fostering strong advisor-client relationships through consultations and continuous support to aid clients in preparing for the various stages of life. At Edward Jones Investments in Irvine, CA, the focus lies on providing individualized client care by crafting customized strategies rather than offering a one-size-fits-all, transactional experience. By making thoughtful planning easily accessible to a diverse range of investors, this firm prides itself on its unique approach to financial services. Clients can expect a warm and collaborative environment where their specific needs and goals are attentively addressed, reflecting Edward Jones' dedication to offering tailored financial solutions that cater to the distinct requirements of each client they serve. Generated using this brand's available information