MG&A Wealth PR

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MG&A Wealth PR — overview

About

Established in 1984, MG&A Wealth PR is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, portfolio management, investment management, insurance analysis, tax considerations, estate, retirement, and lifestyle planning. The wealth manager advises individuals, pension & profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

MG&A Wealth PR - known decision makers (7)

Position	Location	Asset Class
Managing Partner & Director of Wealth Management	San Juan Capistrano, US	RE
President, Chief Executive Officer & Chief Compliance Officer	San Juan Capistrano, US	RE
Senior Wealth Advisor	San Juan Capistrano, US	RE
Senior Wealth Advisor	San Juan Capistrano, US	RE
Vice President & Chief Operations Officer	San Juan Capistrano, US	RE

Showing 5 of 7 known decision makers MG&A Wealth PR

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