Newton One Advisors, LLC Employee Directory
InsuranceUnited States2-10 Employees
Newton One, LLC is a Life Insurance Advisory firm for affluent clients and their advisors in the areas of risk management, wealth transfer and business succession planning. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Newton One is independently owned and operated. CA Insurance License #6001993 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. We were founded on the premise that advocacy and independence are paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world.
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