BCC Capital Partners

YHC Wealth Management, located in Newport Beach, CA, is a unique financial advisory firm that prioritizes building genuine relationships with their clients. With a team of experienced professionals, they offer a range of services tailored to the specific needs of business owners, families, medical professionals, widows and widowers, and retirees. Their comprehensive approach includes estate planning, tax planning, retirement planning, insurance, long-term care, succession planning, and life fulfillment resources. As a separate entity owned and operated by YHC Wealth, they are affiliated with Raymond James Financial Services, Inc. Their client-centric philosophy ensures that their process is designed to suit the individual, going beyond just managing portfolios. With a commitment to providing added value, YHC Wealth Management strives to be different from traditional financial offices, offering a personalized experience that connects clients to a supportive family-like environment.Generated from the website

Salomon Smith Barney is a financial services firm based in Irvine, CA, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and investment strategies, the company aims to help individuals and businesses achieve their financial goals. Generated from their business information

Securities America is a financial services firm based in Irvine, CA, specializing in investment advisory services and wealth management solutions for individuals and businesses. With a focus on providing personalized financial strategies, Securities America aims to help clients navigate the complexities of the financial markets and achieve their long-term goals. Generated from their business information