Sperry van Ness

Newport Investment Associates is a financial services firm based in Irvine, CA, specializing in investment management and advisory services for individual and institutional clients. The company offers a range of investment strategies tailored to meet the unique financial goals and risk profiles of their clients. With a team of experienced professionals, Newport Investment Associates provides personalized financial solutions and strives to deliver consistent, long-term investment performance. Their commitment to transparency and client-centric approach sets them apart in the competitive financial services industry. Generated from their business information

Estate Plan Inc, located in Irvine and Laguna Beach, CA, specializes in comprehensive estate planning, probate, and trust administration services. Led by State Bar Certified Specialist Leslie Daff and her daughter Katie Daff, the firm is recognized for its expertise in navigating complex estate-related legal matters across multiple California counties. The firm offers a wide range of services, including the creation of wills and trusts, business law guidance, and preparation of federal estate tax returns. With accolades from various legal directories and publications, Estate Plan Inc is committed to providing clients with the highest level of professional and ethical representation in estate planning and administration. Generated from the website