Waddell & Reed Inc

Chicago Financial Services is a residential mortgage banker dedicated to helping clients achieve homeownership and financial stability. With a focus on providing flexible solutions, they streamline the mortgage process and ensure prompt completion of transactions without the bureaucratic hurdles found in larger institutions. Their team of experienced Loan Officers specializes in home purchasing and refinancing options, offering valuable mortgage tools and calculators for a comprehensive understanding of costs. Committed to exceptional customer service, they guide borrowers through each step of the mortgage process while delivering competitive rates and sound financial advice. Generated from the website

Royal Alliance, now operating as Osaic Securities, provides a wide range of investment and advisory services through Osaic Wealth Inc., a registered broker-dealer and investment adviser that is a member of FINRA and SIPC. The firm collaborates with various independent entities and marketing names to offer diverse products and services tailored to the needs of its clients. The company's advisory services are offered through a network of firms, including Triad Advisors LLC and Securities America Inc., ensuring a broad spectrum of solutions in wealth management. Royal Alliance emphasizes transparency and encourages clients to utilize resources such as FINRA’s BrokerCheck to learn more about the professional history of their financial professionals. Generated from the website

Welcome to Merrill Lynch in Laguna Niguel, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.