📍 4675 Macarthur Ct Suite 1170 Ste 1170, Newport Beach, CA, 92660
📞 949-809-2600
At TIAA-CREF, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether we’re helping clients plan retirement, save for college or provide financial protection for loved ones - that mission guides all we do. Call today to schedule an appointment in Newport Beach, CA to speak with a financial advisor.
📍 4695 Macarthur Ct Suite 1000 Ste 1000, Newport Beach, CA, 92660
📞 949-660-1717
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
📍 7545 Irvine Center Dr, Irvine, CA, 92602
📞 949-483-0293
🌐 www.tfciloan.com
By owning a vehicle with a wholesale value of $3350, you can pre-qualify for a collateral loan. Loans start at $2600 with no pre-payment penalty. Apply.
📍 7545 Irvine Center Dr #200, Irvine, CA, 92618
📞 949-464-7299
🌐 www.modernwealth.com
Modern Wealth is Orange County's premier wealth management firm. We are focused on providing financial advice through life's milestones. We offer a comprehensive wealth management solution, including retirement planning, portfolio planning and portfolio management, estate planning, asset management, and asset allocation.
📍 7700 Irvine Center Dr Ste 630, IRVINE, CA, 92618
📞 949-453-7660
📍 8001 Irvine Center Dr, Irvine, CA, 92618
📞 949-480-1168
🌐 www.3pointefinancial.com
As a Registered Investment Advisor, John develops and implements safe money strategies utilizing over twenty years of industry experience. He provides guidance on principal protection, business succession planning, income planning, tax planning, charitable giving, estate planning. Prior to private practice, John served as Regional Vice President to Fortune 500 companies such as Pacific Life, Delaware Investments, Lincoln Financial Group, and Conseco where he managed two $100 million dollar territories and was the solutions expert to thousands of financial advisors.
📍 7700 Irvine Center Dr Ste 800, Irvine, CA, 92618
📞 949-753-2865
📍 8105 Irvine Center Dr 9th Fl, Irvine, CA, 92618
📞 949-272-5700
🌐 www.weydertwealth.com
Weydert Wealth Management, LLC is a fee-only registered investment advisory firm located in Irvine and Mission Viejo, California. Our mission is to create and protect the ideal environment for you to live a life of increased significance. Our quotes and contributions regularly appear in The Wall Street Journal, The New York Times, US News & World Report, BusinessWeek, The Chicago Tribune, Smart Money, Kiplinger's Personal Finance and many others. We specialize in providing portfolio management and retirement income planning solutions to a select group of retirees and small business owners who understand the value of a scientific approach to money management. We believe in education, not speculation. Our clients typically have at least $1,000,000 in net worth or $150,000 in annual income. We typically charge a flat-fee retainer based on either net worth or portfolio size starting at under 1%. For smaller clients we provide review services on a reduced fee or pro bono basis as an alternative to the broker-dealer world. Our academically rigorous investment philosophy takes advantage of the dimensions of risk that drive market returns and takes the guesswork out of investing. We use economic science not hunches or guesses to capture what the market has to offer so that you can sleep better at night as you move toward your goals. It all begins with education. The following exchange between the Orange County Register and Nobel-Prize winning economist Daniel Kahneman summarizes the vast body of investment research that we use to educate clients: "Question: So investors shouldn't delude themselves about beating the market? Answer: They're not going to do it. It's just not going to happen." By coordinating the matrix of issues that make up your financial plan we reduce taxes, control risk, and improve risk-adjusted returns, while also removing you from the high-cost, transaction-based world of the broker-dealer. In many cases, our world-class wealth management services cost tens of thousands of dollars less each year than the opaque, transaction-based model used at banks and brokerages. If you're interested in cutting through the data-overload, conflicting opinions, and confusing advice that dominate the media... if you want help simplifying your life and replacing misinformation with real solutions, then contact us to learn more about how we can help you finally be at ease with your money.
📍 8105 Irvine Center Dr Ste 150, Irvine, CA, 92618
📞 949-341-0156