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Managed Asset Companies
- Financial Services
- Newport Beach, CA
About this business
Founded in 1994 and Incorporated in 1996, the company is dedicated to insuring our clients' financial security, and that of their heirs, through the benefits of Specialized, Guaranteed Insurance Products. Prior to making recommendations (if any), our Licensed Agents conduct a Needs Assessment. Because this involves the sharing of confidential information, our Agents sign a "Confidentiality and Non-Disclosure" document to protect our clients' interests. The Agents are never aggressive; but rather Professional, Knowledgable, a... read more
Location details
20151 SW Birch St, Ste 100, Newport Beach, CA, 92660, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 1:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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