Investing in Newport Beach, CA
30 locations found near Newport Beach
View Map8:30AM - 9PM
20241 SW Birch St Ste. 200, Newport Beach
Investing
Investing
9AM - 4:30PM
610 Newport Center Dr #200, Newport Beach
Investing
“Wonderful company to handle your wealth management and great staff. Thanks Bob, Ela, Tricia and Angelique for all you do. We have been with FRG for 12 awesome years and are very pleased with the results.”
Investing
“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”
Investing
“This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.”
Investing
“First time at this bank and branch, needed to make a deposit for a client, and I was impressed how clean the place was, and how professional and fast the employee who helped me with the transaction was”
8:30AM - 5:30PM
260 Newport Center Dr #404, Newport Beach
Investing
“I have had the pleasure of working with Mortgage Vintage on a variety of deals. Every deal was completed quickly, efficiently and with effective communication.Michael Veal has been my point of contact on every loan and I would highly advise working with him. It doesn't matter if you are a broker or borrower, if your loan amount is $50,000 or $5,000,000, Michael Veal goes above and beyond with impeccable attention to detail.”
Investing
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
Investing
“Thank you Jasmine for helping me get a new card! She is very professional and kind. I had my wallet stolen a couple of days ago, and had a new card made on site. Plus theres always free cookies and coffee which is always nice.”
Open 24 hours
500 Newport Center Dr, Newport Beach
Investing
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
Investing
“I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his assistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!”
Investing
“Bob Voorhees and the whole team at the Voorhees Wealth Management Group are amazing. I trust Bob with all my investments and he provides top notch advice. Financial planning can be very complicated and risky, Bob takes the time to fully explain his strategy based on my individual goals and has never take a cookie-cutter approach to my finances. I’ve never been so comfortable and trusting of a financial planner.”
8AM - 4:30PM
307 Marine Ave #8, Newport Beach
Investing
“Absolutely 100% five stars, if I could give them six stars I would. The two ladies at this particular location are so nice. We stopped in set up a couple 2019 IRA's set up a couple 2020 IRA's and threw some money into a couple different accounts. Today you don't need someone to purchase your stocks, today you don't need someone to handle your investments because the truth is it's very easily done online but there's something nice about calling a professional and getting advice, getting some direction and also making sure everything you want done is done right. If you're looking to be a day trader and this company is not for you but if you're looking for some long-term investments and top of the line professional service then you found the right place.”
9:00 AM - 5:00 PM
4590 MacArthur Blvd, Newport Beach
Investing
“I've visited this branch twice in the last couple months for notary services at the advice of my mother's WF Advisors. Scott Otto was super quick and friendly each time. I'm not a member of WF, and still no charge since papers were for my mom's IRA account. Easy to make an appointment online. Impressed.”
“It has been one year since my initial review of this group and my positive feeling has been justified. Scott Sutcliffe is my professional advisor and his team has been very helpful in moving my account from UBS to WF. My annual fees have fallen. Access online is easy. All team members are easy to reach. Any questions I've had concerning investment issues are well resolved and responded to. The old UBS team was good, but my new team seems even better. I'm not yet ready to give 5 stars at the one year mark, but will follow up within the coming year as required.A larger team is not always a responsive one. When I had my account at Morgan Stanley Smith Barney I had a huge team with nobody really able to answer questions except one low placed clerk. Needless to say, glad I'm not with them any more.”
Investing
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“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”
Investing
8:30AM - 5PM
610 Newport Center Dr Suite 300, Newport Beach
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