Financial tips in San Diego, CA
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The Svelling Group By Fathom Realty | San Diego Real Estate
● ClosedThe Svelling Group By Fathom Realty is a leading real estate agency located in Jamul, California. Specializing in San Diego real estate, our team of experienced agents is dedicated to providing top-notch service to our clients. Whether you are buying, selling, or investing in property, we are here to guide you through the process with expertise and professionalism. Visit us at 3096 Jamul Highlands Road and let us help you achieve your real estate goals.
3096 Jamul Highlands Rd, Jamul, CA 91935, United States -
Sage Financial Planning
● ClosedSage Financial Planning, located at 4654 Idaho Street in San Diego, California, is an accounting and finance institution dedicated to helping early and mid-career professionals understand and improve their financial situations. With a focus on creating realistic plans to achieve future goals, Sage Financial aims to reduce financial stress and anxiety, allowing clients to focus on what truly brings them joy in life. As a Registered Investment Advisor with the State of California, Sage Financial offers personalized financial advice and guidance to help clients make informed decisions about their money. Led by Shannon Fleener, CFP®, the team at Sage Financial is committed to working alongside clients to help them design the life of their dreams.
4654 Idaho St, San Diego, CA 92116, United States -
Sustainable Financial Planning
● OpenSustainable Financial Planning is a finance institution located at 6265 Greenwich Drive in San Diego, California, United States. Our mission is to provide individuals and businesses with comprehensive financial planning services that prioritize sustainability and ethical investing. Our team of experienced financial advisors works closely with clients to develop personalized strategies that align with their values and long-term goals. We are committed to promoting responsible financial practices that support environmental and social well-being, ensuring a secure and prosperous future for generations to come.
6265 Greenwich Dr STE 100, San Diego, CA 92122, United States -
Merrill Lynch Financial Advisor Maria De. J. Aguilar
● ClosedMerrill Lynch Financial Advisor Maria De. J. Aguilar is a dedicated finance institution located at 701 B Street, San Diego, California, United States. The team at this institution is committed to understanding your values and goals in order to help you manage your assets effectively. Maria Aguilar Julian, a First Vice President and Senior Financial Advisor, brings over 20 years of experience in the financial services industry to provide personalized wealth management planning to high net worth families and business owners. She works closely with clients to analyze their financial situations and create comprehensive strategies for asset allocation, retirement planning, college planning, and insurance. Maria lives in Chula Vista with her family and enjoys spending quality time with them. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team believes that every relationship begins with a conversation to understand your goals and priorities. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they can create a personalized financial plan tailored to your individual needs and aspirations. The institution offers a range of services to help you pursue your financial goals, whether it's planning for retirement, saving for a home, or passing on wealth to future generations.
701 B St 24th Floor, San Diego, CA 92101, United States -
Sensible Financial Planning San Diego
● ClosedSensible Financial Planning San Diego, located at 600 B Street in San Diego, California, is a finance institution dedicated to providing financial advice tailored to your individual needs. Our team goes beyond just looking at your stock portfolio - we consider every aspect of your financial situation to create a comprehensive plan that aligns with your goals and lifestyle. From managing your assets and investments to minimizing tax exposure and planning for retirement, we ensure that your financial future is secure. At Sensible Financial, we stay up-to-date on the latest financial trends and strategies, including different methods of investing in TIPS and navigating the complexities of Medicare. Our team of experts is constantly growing and evolving, with new employees joining us regularly to enhance our knowledge and expertise.
600 B St Suite 300, San Diego, CA 92101, United States -
San Diego Financial Advisor - Platt Wealth Management
● ClosedLocated at 3838 Camino Del Rio North in San Diego, California, Platt Wealth Management is a leading financial advisor specializing in empowering clients to achieve their financial goals and dreams. With a focus on personalized strategies tailored to individual needs, the team at Platt Wealth Management takes the time to truly understand each client's priorities and concerns. Whether it's planning for retirement, navigating the stock market, or creating a portfolio that grows over time, Platt Wealth Management offers a comprehensive range of wealth management services and investment strategies. By working closely with clients to develop financial options that provide peace of mind, the team at Platt Wealth Management helps families lead their best lives.
3838 Camino Del Rio N Unit 365, San Diego, CA 92108, United States -
Merrill Lynch Financial Advisor Niels Mohler
● ClosedMerrill Lynch Financial Advisor Niels Mohler, located at 12830 El Camino Real, Suite 300, San Diego, California, United States, is a trusted institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, the advisors at Merrill Lynch are committed to helping clients achieve their financial goals. With access to the global resources of Merrill, the team at Merrill Lynch is comprised of experienced individuals who focus on understanding each client's unique needs and priorities. Through conversations and personalized financial planning, Merrill Lynch aims to help clients pursue their goals, whether it be planning for retirement, saving for a home, funding education, or passing on wealth to future generations.
12830 El Camino Real Suite 300, San Diego, CA 92130, United States -
Merrill Lynch Financial Advisor Matthew Van Meeteren
● ClosedMerrill Lynch Financial Advisor Matthew Van Meeteren, located at 12830 El Camino Real, San Diego, California, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Van Meeteren and his team of experienced professionals are committed to building strong client relationships based on trust and personalized service. As a Wealth Management Client Associate and Resident Director Assistant, Matthew Van Meeteren focuses on understanding your priorities, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can help you develop a financial approach that aligns with your goals and preferences.
12830 El Camino Real, San Diego, CA 92130, United States -
Todd Volkart - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTodd Volkart is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 4655 Executive Drive in San Diego, California. With a focus on personalized financial planning and investment strategies, Todd helps clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Todd Volkart is committed to providing expert guidance and support every step of the way. Contact Todd Volkart today to start planning for a more secure financial future.
4655 Executive Dr Ste #300, San Diego, CA 92121, United States -
Edward Jones - Financial Advisor: Adam A Vance
● OpenEdward Jones - Financial Advisor: Adam A Vance is a reputable finance institution located at 3838 Camino Del Rio North in San Diego, California. As a trusted financial advisor, Adam A Vance provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Adam A Vance is dedicated to providing expert guidance and support to clients in the San Diego area.
3838 Camino Del Rio N UNIT 375, San Diego, CA 92108, United States -
Merrill Lynch Financial Advisor Joshua Rayburn
● OpenMerrill Lynch Financial Advisor Joshua Rayburn is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. They offer banking and financing services through Bank of America, N.A. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they evolve over time. They take the time to understand you, ask smart questions, and develop a comprehensive financial strategy to help you pursue your personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions, drawing from their experience and the best thinking of Merrill. Get the latest investment insights, tips, and strategies to help you live your best financial life. With a focus on understanding your unique needs and financial situation, Merrill Lynch Financial Advisor Joshua Rayburn can help you create a financial approach that reflects your personality and priorities. Let them work with you to achieve your goals and stay on track, regardless of market fluctuations.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
Merrill Lynch Financial Advisor Donna M Luna de la Fuente
● ClosedMerrill Lynch Financial Advisor Donna M Luna de la Fuente is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. They believe in helping clients achieve financial success by understanding their individual goals and preferences. Drawing upon research in behavioral finance, they use the Investment Personality Assessment to customize financial approaches. Their mission is to understand each client's unique needs and priorities, creating a personalized financial strategy. With a team of experienced professionals and access to global resources, they offer comprehensive financial solutions tailored to each client. Services include personalized investment strategies, financial planning, and ongoing support to help clients achieve their goals. They offer a range of certifications, including Accredited Asset Management Specialist™ and Certified Financial Planner™, ensuring expert guidance. Merrill Lynch also provides investment insights, tips, and strategies to help clients navigate the financial markets. They emphasize the importance of understanding the risks involved in investing and recommend consulting legal and tax advisors before making financial decisions. With a focus on personalized service and building strong client relationships, Merrill Lynch Financial Advisor Donna M Luna de la Fuente is dedicated to helping clients achieve their financial goals.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
Merrill Lynch Financial Advisor Laura A Pomeroy
● ClosedMerrill Lynch Financial Advisor Laura A Pomeroy, located at 11811 Bernardo Plaza Court, San Diego, California, United States, is dedicated to helping clients achieve their financial goals. Through personalized investment strategies and comprehensive financial solutions, Merrill Lynch aims to understand each client's unique needs, priorities, and financial situation. The institution believes in building strong client relationships based on trust and personalized service, with a commitment to putting clients first every day. With access to the global resources of Merrill, clients can benefit from a tailored financial approach designed to help them pursue their personal financial goals while managing investment risk. The team of talented and experienced individuals at Merrill Lynch is committed to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life. By offering services such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to help clients stay on track and adapt their financial approach as their life and goals change over time. The institution also provides certifications such as Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™) to ensure clients receive expert financial advice. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients are encouraged to consult their legal and/or tax advisors before making any financial decisions. With a focus on personalized service and a commitment to understanding each client's individual needs, Merrill Lynch Financial Advisor Laura A Pomeroy strives to help clients achieve their financial goals and build a secure financial future.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
P M Tax & Financial Services
● ClosedP M Tax & Financial Services is a reputable accounting and finance institution located at 11777 Bernardo Plaza Court in San Diego, California. Our experienced team of professionals offers a wide range of services including tax preparation, financial planning, and bookkeeping. We are dedicated to providing personalized and reliable solutions to meet the unique needs of our clients. Whether you are an individual or a business owner, you can trust P M Tax & Financial Services to help you achieve your financial goals. Contact us today to schedule a consultation.
11777 Bernardo Plaza Ct # 202, San Diego, CA 92128, United States -
Capital One Café
● ClosedCapital One Café is a unique institution located at 4311 La Jolla Village Drive in San Diego, California. This innovative space combines the convenience of a bank with the cozy atmosphere of a café. Customers can enjoy delicious food and beverages while taking care of their banking needs. With a focus on financial education and community engagement, Capital One Café is more than just a place to manage your money - it's a destination for socializing, learning, and enjoying great food. Whether you're looking to grab a quick bite, meet with a financial advisor, or simply relax with a cup of coffee, Capital One Café has something for everyone.
4311 La Jolla Village Dr Suite #m2235 Suite #M2235, San Diego, CA 92122, United States -
Walmart
● OpenWalmart is a one-stop shop located at 4840 Shawline Street in San Diego, California. This institution is a clothing store, department store, electronics store, food market, furniture store, grocery store, hardware store, home goods store, and more. With a wide variety of products available, Walmart offers something for everyone, making it a convenient destination for all your shopping needs.
4840 Shawline St, San Diego, CA 92111, United States -
Goodwill Retail Store and Donation Center
● ClosedWelcome to the Goodwill Retail Store and Donation Center located at 4220 Balboa Avenue in San Diego, California. Our institution is not just a store, but a place where you can make a difference in the community. Our mission is to provide employment and training opportunities to people with disabilities and other barriers to employment. We offer a variety of items for sale including books, clothing, furniture, and home goods. All of our programs and services are provided at no cost to San Diego County residents. Our friendly staff is here to help you find what you need, whether you prefer to shop in person or online, in English or Spanish.
4220 Balboa Ave, San Diego, CA 92117, United States -
InsufficentFun
● ClosedInsufficientFun is a trendy clothing store located at 1201 University Avenue in the vibrant city of San Diego, California. Our store offers a unique selection of stylish and affordable clothing for men and women, perfect for those looking to add a pop of fun to their wardrobe. From casual everyday wear to statement pieces for special occasions, InsufficientFun has something for everyone. Visit us today and discover your new favorite fashion finds!
1201 University Ave, San Diego, CA 92103, United States -
Shell
● OpenShell is a well-known institution located at 3535 India Street in San Diego, California. This versatile establishment offers a range of services including ATM facilities, a convenience store, financial services, delicious food options, a reliable gas station, and a variety of items available for purchase in their store. Whether you need to fill up your tank, grab a quick snack, or take care of your banking needs, Shell has you covered with their convenient location and top-notch services.
3535 India St, San Diego, CA 92103, United States -
Kory Robertson - State Farm Insurance Agent
● ClosedKory Robertson - State Farm Insurance Agent is a reputable insurance agency located at 5915 Calle Real in Goleta, California, United States. Conveniently situated in the Zodo's parking lot, across the street from the new Rusty's Pizza, we are here to serve the insurance needs of the Goleta and Santa Barbara community. As your local State Farm Agent, Kory Robertson has been providing excellent service since January 2012. With an MBA from San Diego State University, Kory and his team are dedicated to helping you with your auto, home, and life insurance needs. Whether you prefer to call, email, or text, we are here to assist you in English and Spanish.
5915 Calle Real D, Goleta, CA 93117, United States -
Tracey Rivera Insurance Agency Inc. - State Farm Insurance
● ClosedTracey Rivera Insurance Agency Inc. is a State Farm Insurance agency located at 1239 Palm Avenue in Imperial Beach, California. Tracey Rivera has been a State Farm Agent since 2001 and has been working with State Farm since 1989. She is a second generation State Farm Agent and a San Diego native, with a B.A. in Business Management from the University of Phoenix. Tracey has received numerous awards and is actively involved in various boards and committees in the community. The agency offers a range of insurance products, including health insurance. Tracey Rivera Insurance Agency also provides information on GAP insurance, auto maintenance tips, home improvement strategies, and pet insurance options. They prioritize protecting the personal information of their clients and provide accessibility options for those using screen readers.
1239 Palm Ave, Imperial Beach, CA 91932, United States -
My Travel Benefit
● OpenMy Travel Benefit is a travel agency located at 7777 Girard Avenue in San Diego, California, United States. We offer travel inspiration, tips, stories, videos, special offers, and travel opportunities exclusively for members of the Travel Benefits - Luxurist Travel. Nicosia, the largest city on the island of Cyprus, is rich in history and culture, making it a popular destination for travelers. The city has been continuously inhabited for over 4,500 years and has been the capital of Cyprus since the 10th century. Nicosia is not only the political and administrative center of the Republic of Cyprus, but also serves as the island's financial capital and main international business center. The Cyprus Museum and the Ethnological Museum are must-visit attractions in Nicosia, showcasing the rich archaeological and cultural heritage of the city. Join us at My Travel Benefit for a unique and unforgettable travel experience to Nicosia and beyond.
7777 Girard Ave, La Jolla, CA 92037, United States -
Diana Tracy - State Farm Insurance Agent
● ClosedDiana Tracy - State Farm Insurance Agent is a well-established insurance agency located at 4403 Manchester Avenue in Encinitas, California. With over 40 years of experience in the industry, Diana Tracy is the most experienced State Farm Agent in the area. The agency prides itself on providing superior service to its customers, offering professional, courteous, and prompt assistance. The team of 6 professionals at Diana Tracy - State Farm Insurance Agent has a combined experience of over 75 years, ensuring that customers receive expert advice and support for all their insurance needs. In addition to offering auto, home, life, and small business insurance, the agency also provides valuable resources and tips for handling various insurance-related situations, such as dealing with flood damage to your car or driving on rural roads. The team is dedicated to helping customers prepare for and protect their future by providing quality products and remarkable service.
4403 Manchester Ave STE 102, Encinitas, CA 92024, United States -
J.R. Tolver - State Farm Insurance Agent
● ClosedJ.R. Tolver - State Farm Insurance Agent is an insurance agency located at 9663 Tierra Grande Street in San Diego, California. Situated behind 24 Hour Fitness on Miramar Rd at the Intersection of Kearny Villa and Tierra Grande, this institution offers a variety of services to help individuals meet their financial goals. From calculating the number of months needed to repay a home equity line of credit to providing tips on low-waste living and rural road driving safety, they are dedicated to helping their community. Whether you need assistance with managing everyday risks, recovering from the unexpected, or realizing your dreams, the team at J.R. Tolver - State Farm Insurance Agent is here to help. They offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association.
9663 Tierra Grande St Ste 103, San Diego, CA 92126, United States -
EastLake Agency - State Farm
● ClosedEastLake Agency - State Farm is located at 891 Kuhn Drive in Chula Vista, California. This insurance agency, headed by the Bruce Anderson Insurance Agency, offers a range of insurance services including car insurance, renter insurance, life insurance, and more to residents in the EastLake area of Chula Vista and surrounding neighborhoods such as Bonita, Lemon Grove, and Spring Valley. The agency is conveniently situated near Kohl's and Target, making it easily accessible to the community. With a team of experienced professionals who are fluent in both English and Spanish, the Anderson Agency is committed to meeting the insurance and financial needs of San Diego's Hispanic residents. Whether you are in need of auto insurance, home insurance, life insurance, condo insurance, motorcycle insurance, boat insurance, renters insurance, or business insurance, the Anderson Agency is here to assist you in creating a personalized insurance plan tailored to your specific needs. The agency also provides tips and resources on safe driving practices, home maintenance, retirement planning, and more. Get in touch with the Bruce Anderson Insurance Agency today for a free insurance quote and let them help you protect what matters most.
891 Kuhn Dr #103, Chula Vista, CA 91914, United States -
King Credit Services INC
● ClosedKing Credit Services INC is a finance institution located at 888 Prospect Street in San Diego, California, United States. Our team of experienced case analysts and advisors work personally with you throughout the credit repair process. We collaborate with credit bureaus and creditors to challenge negative report items that impact your credit score. Our goal is to maximize your score so you can achieve your financial goals, and we also provide education on how to maintain excellent credit in the long term. Trust King Credit Services INC to help you on your journey to financial success.
888 Prospect St Suite 200, La Jolla, CA 92037, United States -
Exel
● OpenExel is a prestigious institution located at 960 Sherman Street in San Diego, California, United States. We pride ourselves on providing top-notch education and training in a variety of fields. Our experienced faculty and staff are dedicated to helping students reach their full potential and achieve their academic and career goals. With a focus on excellence and innovation, Exel is committed to providing a supportive and enriching learning environment for all students. Join us at Exel and unlock your potential for success.
960 Sherman St, San Diego, CA 92110, United States -
Monte De Piedad® Pawn Shop
● ClosedMonte De Piedad® Pawn Shop is a finance and jewelry store located at 329 East San Ysidro Boulevard, San Diego, California, United States. One of the easiest options to obtain a quick loan is to visit the best pawn shop and offer a valuable item in good condition in order to get the necessary money to solve an economic problem or start your own investment project. Many people fear using this type of resource due to fear of being scammed or not being able to pay the installments to recover the item placed as collateral in the pawn shop. It is important to not exceed the loan deadline, as failure to make payments on time may result in the pawn shop taking ownership of the item and selling it. Make sure to have a contract or document to legalize the process before handing over any items. Visit our online jewelry store to find watches, earrings, necklaces, bracelets, and more. Visit one of our many branches to experience the quality pawn loan service that Monte De Piedad offers. Follow us to stay updated on items for sale and special events. Click on the provided links for useful tips and to stay connected with Monte De Piedad. Explore the easy and secure way to purchase items on our online auction page.
329 E San Ysidro Blvd, San Ysidro, CA 92173, United States -
Dan Cassel - Trinity Mortgage
● ClosedDan Cassel - Trinity Mortgage is a reputable finance and real estate agency located in San Diego, California. With a prime location at 11622 El Camino Real, this institution offers expert mortgage services to help clients secure their dream homes or investment properties. Whether you are a first-time homebuyer or looking to refinance, Dan Cassel and his team are dedicated to providing personalized solutions tailored to your unique needs. Trust Trinity Mortgage to guide you through the loan process with professionalism and integrity, making your real estate goals a reality.
11622 El Camino Real # 100, San Diego, CA 92130, United States -
Moneda
● OpenMoneda is a prestigious finance institution located at 840 17th Street in San Diego, California. Known for its expertise in financial services, Moneda offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, Moneda has a team of experienced professionals ready to assist you. With a commitment to excellence and a dedication to customer satisfaction, Moneda is a trusted partner for all your financial needs.
840 17th St, San Diego, CA 92101, United States
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