Shawn Dewane - Raymond James

Strategic Wealth Partners has over 30 years of experience working with clients, helping clients achieve their financial goals and protecting their assets by providing Retirement Planning, Estate Planning and College Planning & Funding solutions to clients in Newport Beach, Ca and surrounding areas.

The Norton Group - Raymond James, nestled in Costa Mesa, CA, is a distinguished financial services establishment renowned for its tailored wealth management solutions, investment banking expertise, and asset management acumen. Catering to a diverse clientele encompassing individuals, businesses, and municipalities, this firm excels in offering comprehensive financial planning services, portfolio advisory strategies, and specialized assistance designed to align with each client's unique financial objectives. With a strong emphasis on prudent risk management practices and a commitment to providing personalized attention, The Norton Group - Raymond James stands out for its dedication to helping clients navigate intricate financial landscapes with insightful analysis and customized support. Boasting a global reach while maintaining a community-centric ethos, this esteemed company prides itself on delivering attentive, impactful, and objective-driven financial solutions to foster growth, safeguard assets, and facilitate efficient wealth transfer. Generated using this brand's available information

Primerica Financial Services in Costa Mesa, CA, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial decision-making. With a focus on personalized financial needs analysis and a commitment to doing what's right for their clients, Primerica aims to help middle-income families achieve financial freedom. Their unity, people-first philosophy, and recognition for excellence in the industry make them a trusted partner in guiding individuals towards their financial goals. Generated from the website