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TOP 30 Financial independence in El Cajon, CA
5 results found
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Jason Barney, ChFC, EA Wealth Alliance Tax & Financial Services, LLC
Jason Barney, ChFC, EA Wealth Alliance Tax & Financial Services, LLC is a finance institution located at 1870 Cordell Court, El Cajon, California, United States. We offer personalized investment guidance tailored to each client's unique goals, helping them shift their focus from managing money to living their best life. Our team of qualified professionals provides friendly and personal assistance with all financial matters. As a Registered Investment Advisor and through Independent Financial Group's Broker Dealer, we offer fee and commission-based wealth management and planning services. Clients can enjoy superior service and access to proprietary financial planning software. Our team members, including native South African Kevin and investment analyst Michael, are dedicated to helping clients achieve their financial goals. Contact us today to speak with one of our financial advisers and learn more about our services.
Independent Tax Counselors
Independent Tax Counselors is a reputable institution located at 2523 Fletcher Parkway in El Cajon, California. Specializing in accounting and finance, our team of experienced professionals provides expert advice and guidance on tax-related matters. Whether you are an individual or a business owner, we are here to help you navigate the complexities of the tax system and maximize your financial well-being. Trust Independent Tax Counselors to provide you with personalized and reliable service to meet all your tax needs.
Sola Salon Studios
Sola Salon Studios in El Cajon, California offers beauty professionals the opportunity to rent a salon suite and take their career to the next level. Our salon suites are fully equipped with everything you need to start your own business, providing you with independence and flexibility to express your creativity and maximize your financial potential. Whether you're a hairstylist, nail technician, makeup artist, or any other beauty expert, we have the ideal salon space waiting for you. Our salon studios are thoughtfully designed with high-end amenities and located conveniently off the 8 freeway, making it easy for your clients to reach you. With over 20,000 industry-leading beauty professionals and more than 650 locations nationwide, Sola Salon Studios is committed to providing a safe and inclusive space with unparalleled support to set you up for success in the beauty industry. Contact us today to start your journey to salon ownership at Sola Salon Studios in El Cajon.
Wealth Alliance Tax & Investment Services
Wealth Alliance Tax & Investment Services is a financial institution located at 1870 Cordell Court in El Cajon, California, United States. Specializing in accounting and finance, we offer personalized investment guidance tailored to each client's unique goals. Our team of qualified professionals provides friendly and personal assistance with all areas of financial affairs. Headquartered near Del Mar, California, Wealth Alliance offers fee and commission-based wealth management and planning services, operating as both a Registered Investment Advisor and through Independent Financial Group’s Broker Dealer. Clients benefit from our proprietary financial planning software and superior service. Our founder, Kevin, graduated magna cum laude with a Bachelor of Arts in Accounting from the University of San Diego. Michael, another team member, assists with investment modeling and analysis. If you would like to speak with one of our financial advisers or check our background on FINRA’s Broker Check, please contact us. Wealth Alliance, LLC is a CA Registered Investment Advisor, offering advisory services, while securities are offered through Independent Financial Group, LLC (IFG). We are licensed to sell securities and offer advisory services in several states. Member FINRA/SIPC.
TransAtlantic Investment Partners
TransAtlantic Investment Partners is a finance institution located at 1920 North Marshall Avenue, El Cajon, California, United States. Founded in 2015, the institution offers investment advice and guidance for international families in the U.S. The Principal Partner has extensive investment experience and the institution provides Investment Advisory, Brokerage, and Insurance Services. The firm operates independently, offering customized portfolio management and advice to clients without corporate hierarchy influence. Affiliated with Insigneo Advisory Services LLC and Insigneo Securities LLC, TransAtlantic Investment Partners has access to top custodian firms and a network of Trust and Insurance partners. The Managing Partner, James Jiao, has over 30 years of experience in Private Banking and Wealth Management. The institution strives to provide unparalleled investment opportunities and value to clients. Please note that TransAtlantic Investment Partners operates as the Doing Business As entity for James Jiao's securities and investment advisory activities, and is not a broker-dealer or investment advisor itself. For more information, please visit their website.
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