Jorey Bernstein Private Wealth Management

Insurance Online Services, Inc., located in Newport Beach, CA, specializes in providing a variety of insurance options, including auto, home, business, and life insurance. The company is recognized for its high customer satisfaction ratings, consistently earning scores of 4.9 out of 5 stars on platforms like Google and Facebook. The firm utilizes advanced technology to streamline the insurance comparison process, allowing clients to evaluate rates from top-rated carriers efficiently. Their dedicated team of licensed agents is committed to delivering exceptional customer service by aiding clients in finding optimal coverage and securing competitive rates quickly. Generated from the website

Located in Newport Beach, CA, Raymond James is a financial services firm specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, and investment research to align with client-specific goals. With a strong emphasis on prudent risk management, their decades of experience enable them to guide clients through intricate financial landscapes with detailed analysis and personalized care. Raymond James, with a global presence and a community-centric ethos, is dedicated to providing attentive, meaningful, and objective-based solutions. They focus on empowering clients to grow, protect, and efficiently transfer their financial resources. By offering specialized assistance and opportunities for financial growth, Raymond James stands out for its commitment to delivering tailored guidance and fostering financial success for its diverse clientele. Generated using this brand's available information

Margaret Baldwin, CRPC, Senior Vice President and Financial Advisor with D.A. Davidson, is a Chartered Retirement Planning CounselorSM offering wealth planning that includes a wide range of financial solutions and services. She was selected by Forbes as one of America's Top 200 Women Advisors 2017.