Edward Jones - Financial Advisor: Pete Peterson

Mark Pappas Financial Insurance Services Inc., located in Foothill Ranch, CA, is led by Mark Pappas, an experienced Investment Advisor Representative with a career that began in 1988. The firm specializes in establishing long-term client relationships and offers a range of investment management services, including personalized Asset Allocation Plans tailored to individual goals and risk tolerance. As a partner of LPL Financial, the firm provides objective financial advice without proprietary products, ensuring a transparent fee-based relationship. Their offerings include tools for managing long-term investment goals, such as IRAs and 401(k) plans, while also emphasizing ongoing investment management to help clients grow and protect their wealth. Generated from the website

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