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WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.
As a Personal Financial Representative in Costa Mesa, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
Personal Insurance: Home, Auto, Renter's, Schedule Property, Motorcycle, Watercraft, Umbrella, and Health. Commercial Insurance: General Liability, Excess Liability, Business Auto Coverage, Professional Liability, Directors & Officers, Employment Practice Liability, Workers Compensation, Property Coverage, Builders Risk Life Insurance: Term, Universal, Whole, Variable, Annuities Employee Benefits: Health, Vision, Dental, Disability, Voluntary Benefits
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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
