TOP 10 Independent advisors in San Diego, California

The Artists Business Management Group - San Diego, located at 5973 Avenida Encinas, Carlsbad, California, is a premier accounting and finance institution serving entertainment professionals in the Los Angeles area for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG offers customized plans to ensure financial health and stability for clients in the entertainment and artist industry. Led by Larry Lerner, the experienced team at ABMG provides industry-leading consulting, tax, and advisory services, as well as assistance with IRS representation, business restructuring, estate planning, bookkeeping, retirement planning, and IRS audit mediation. With a commitment to high-quality work and accurate results, ABMG is dedicated to helping clients achieve financial success and security in a rapidly changing business landscape. Visit our offices in Woodland Hills, Carlsbad, and Thousand Oaks for expert financial services tailored to your needs.

TaxPlus San Diego is a leading accounting and finance institution located at 4340 Genesee Avenue in San Diego, California. With the recent tax reforms brought about by the Tax Cuts and Jobs Act, coupled with the complexities of state laws, our expert guidance can help you navigate the ever-changing tax landscape. Our services include tax planning to reduce your income tax burden, mitigate taxes, and eliminate tax anxiety. We can help you understand your personal and business tax compliance requirements to create efficiencies and avoid costly agency notices.

San Diego Tax Professionals is a reputable accounting and finance institution located at 6050 Santo Road in San Diego, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, planning, or representation, our experts are here to help. Trust San Diego Tax Professionals for all your accounting and finance needs.

Legacy Park Advisors is a premier accounting and finance institution located at 750 B Street in San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on building lasting legacies for our clients, we offer comprehensive financial planning, investment management, and tax preparation services. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liability, Legacy Park Advisors is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Innovative Tax & Wealth Strategies Fix IRS Problems San Diego is a leading institution in San Diego, California, specializing in accounting and finance services. Located at 8765 Aero Drive, they offer expert solutions to help individuals and businesses resolve IRS issues and optimize their wealth management strategies. With a team of experienced professionals, they provide innovative and customized tax planning and wealth management solutions to meet the unique needs of their clients. Whether you are facing tax problems or looking to grow your wealth, Innovative Tax & Wealth Strategies is here to help you achieve your financial goals.

Welcome to King Home Team, led by the renowned real estate professional Tina King, located at 325 Carlsbad Village Drive, Carlsbad, CA 92008. With over 29 years of experience, Tina King has successfully assisted more than 2000 buyers and sellers in San Diego and Riverside County. As a top listing agent and market expert, Tina is celebrated for her strong negotiation skills and responsiveness to client needs, ensuring a seamless and world-class experience for both buyers and sellers. Whether you're buying your dream home or selling your current property, Tina and her team are dedicated to guiding you through every step of the real estate process. Known for their professionalism and integrity, the King Home Team excels in handling all types of transactions, including unique properties and complex timelines. They are equipped to manage all loan types and cater to both local and out-of-area moves, as well as non-owner-occupied properties.

Goodwill Retail Store and Donation Center, located at 6127 Lake Murray Boulevard in La Mesa, California, is more than just a clothing and home goods store. Our mission is to provide employment and training opportunities to individuals with disabilities and other barriers to employment. We are a 100 percent local and not-for-profit organization, offering programs and services at no cost to all San Diego County residents. At our institution, you can find meaningful work opportunities with chances to grow and learn. Our one-on-one career advising sessions are available in person or online, in English or Spanish, daily. Meet with a Goodwill Community Employment Center Career Advisor for free job search assistance and attend our soft skill workshops, such as Job Application, Resume Builder, and Workplace Communication, to enhance your career prospects.

Goodwill Retail Store and Donation Center is a clothing and home goods store located at 3713 Avocado Boulevard in La Mesa, California. Our mission is to provide employment and training opportunities to people with disabilities and other barriers to employment. We are 100 percent local and not-for-profit, offering all of our programs and services at no cost to residents of San Diego County. At our institution, you can find meaningful work with opportunities to grow and learn. We offer one-on-one assistance, both in person and online, in English or Spanish. Meet with a Goodwill Community Employment Center Career Advisor for free job search assistance and participate in our soft skill workshops to enhance your job readiness.

Goodwill Retail Store and Donation Center, located at 3817 Plaza Drive in Oceanside, California, is a unique institution that offers a variety of services and opportunities. As a clothing store and home goods store, we provide a wide range of products at affordable prices. What sets us apart is our mission to provide employment and training opportunities to people with disabilities and other barriers to employment. Our programs and services are offered to all San Diego County residents at no cost. Whether you are looking for meaningful work, career growth, or job search assistance, our team of dedicated professionals is here to help. Our one-on-one, in person or online consultations are available in both English and Spanish.

Sharon Mehlman is an innovative and experienced immigration attorney located at 4350 La Jolla Village Drive in San Diego, California. She is a nationally renowned thought leader in immigration law, specializing in employment-based immigration. Sharon is known for her creative legal strategies, government liaison work, and expertise in worksite enforcement and compliance matters. With a BA in Political Science from the University of Massachusetts, Amherst and a JD from the University of San Diego, Sharon works with individuals and employers to develop innovative legal solutions. She has a strong background in handling matters for large corporate clients, allowing her to create competitive and compliant in-house immigration programs.

Wolfgang Financial and Insurance Agency, located at 28765 Single Oak Drive in Temecula, California, is your partner in achieving financial freedom. Start your journey today by scheduling a meeting to discuss your retirement goals and dreams. Our process will help you turn those dreams into actionable steps, and we will monitor your plan to ensure it stays on track throughout your retirement. As an independent agency, we offer a wide array of products and services to help meet your specific financial needs. Whether you are planning for retirement, considering long-term care options, or looking into Medicare, we are here to guide you every step of the way.

Big Sky Medicare, located at 8895 Towne Centre Drive in San Diego, California, is an insurance agency that serves as a liaison between individuals and the health care industry. With a focus on integrity, transparency, and education, Big Sky Medicare works with clients to identify the ideal health care plan that provides maximum value for their investment. Whether in-person or online, the agency offers personalized solutions and a relationship with a trusted advisor who is an industry expert. As an independent agency appointed with multiple top insurance carriers, Big Sky Medicare researches insurance options based on clients' needs rather than pushing one specific product. This client-centered approach ensures that each individual receives a tailored solution that meets their objectives without any additional fees for using the agency's broker services.

Falcon West Insurance Brokers, located at 2525 Camino del Rio South in San Diego, California, is a premier insurance agency specializing in designing insurance programs for business and personal liabilities, property, and worker’s compensation. With over 40 years of experience, our friendly and knowledgeable staff has earned the trust of thousands of customers by crafting custom coverage solutions tailored to their needs. As an independent agency with offices in both San Diego and Minneapolis, we work with clients nationwide to address their insurance challenges and provide personalized service. Our team of experts offers advice on the proper insurance coverages to protect your assets and manage risks, ensuring your peace of mind. At Falcon West, we prioritize building personal relationships with our clients and always strive to act in their best interests. Contact us today to learn more about how we can help you manage your insurance needs effectively.

David Winter, Bankers Life Agent is an insurance agency located at 16855 West Bernardo Drive in San Diego, California. As a trusted agent of Bankers Life, we specialize in providing insurance solutions to help individuals and families protect their financial future. Our team is dedicated to providing personalized service and guidance to help our clients make informed decisions about their insurance needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial well-being.

Bernardo Vasquez - State Farm Insurance Agent is a trusted insurance agency located at 460 Third Avenue, Chula Vista, California, United States. Our office is conveniently located half a block North of H Street, across the street from KFC. We are available 24/7 to serve the Chula Vista and San Diego communities with a wide range of insurance products including auto, life, and health insurance. Our experienced team is dedicated to providing the highest level of service and building lasting relationships with our clients. Whether you prefer face-to-face meetings, phone consultations, or online assistance, we are here to help protect your family, assets, and lives. Stop by our office to meet our team, including licensed team member Wendy who is bilingual in English and Spanish, and customer service representative Kat who can also assist in both languages. We offer a variety of insurance and financial services to meet your needs. Contact us today for a personalized quote or visit our website for more information. Remember to protect your personal information and consult with a tax or legal advisor for advice on your individual circumstances.

Silvia Calderon is a renowned finance institution located at 4630 Border Village Road in San Diego, California, United States. With a strong reputation for excellence in financial services, Silvia Calderon offers a wide range of solutions to meet the needs of individuals and businesses alike. From wealth management to investment strategies, their team of experts is dedicated to helping clients achieve their financial goals. Visit Silvia Calderon today to experience top-notch financial services and personalized guidance.

California Brokerage Insurance Associates is a trusted and local insurance agency located at 355 K Street in Chula Vista, California. Our experienced staff is dedicated to providing personalized service to every customer, whether it's for auto insurance, home insurance, business insurance, or life insurance. We work with top insurance companies to offer comprehensive coverage options at affordable rates. As a leading insurance broker in San Diego, we prioritize customer satisfaction and strive to find the best insurance solutions for your specific needs. Whether you need coverage for your personal vehicle, commercial fleet, home, or business, we have the expertise to guide you through the process.

Wealth Analytics Retirement Planning is a finance institution located at 12730 High Bluff Drive in San Diego, California, United States. Our team of experts specializes in providing personalized retirement planning services that utilize wealth analytics to help our clients achieve their financial goals for retirement. Whether you are just starting to plan for retirement or looking to optimize your current retirement strategy, our experienced advisors are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing a comfortable and financially stable retirement.

Trilogy Financial Services is a finance institution located at 12520 High Bluff Drive in San Diego, California. With a focus on providing comprehensive financial planning and wealth management services, Trilogy Financial Services helps clients achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, the team at Trilogy Financial Services is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Safeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.

The Law Office of H. Charles Gorian, located at 29995 Technology Drive in Murrieta, California, is a trusted institution specializing in criminal defense. Lead attorney Chuck Gorian has over twenty-five years of experience and a proven track record of successful outcomes for clients facing a wide range of criminal charges. From DUIs to homicide, Gorian has the knowledge and insight to develop a strategic legal defense tailored to each case. Known for his personable approach and dedication to his clients, Chuck Gorian is committed to fighting for justice and protecting the rights of those accused of crimes. With a focus on building strong relationships with clients and colleagues, Gorian ensures that each case is handled with care and attention to detail.

MGM Capital Group is a leading finance institution located at 4370 La Jolla Village Drive in San Diego, California, United States. Specializing in financial services, MGM Capital Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, MGM Capital Group is dedicated to providing personalized and innovative financial strategies tailored to each client's unique needs. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, MGM Capital Group is committed to helping you succeed.

Better APC is a reputable institution located at 2031 Commercial Street in San Diego, California. We pride ourselves on providing high-quality services to our clients, including accounting, tax preparation, and financial consulting. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on accuracy, efficiency, and personalized attention, Better APC is committed to delivering superior results for our clients. Contact us today to learn more about how we can help you succeed financially.

F&E LLP is a leading financial services institution located at 6020 Cornerstone Court West in San Diego, California, United States. With a team of experienced professionals, F&E LLP offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how F&E LLP can help you manage and grow your wealth.

The La Jolla Institute For Wealth Management is a prestigious finance institution located at 7946 Ivanhoe Avenue in San Diego, California, United States. With a focus on providing personalized financial solutions, the institute offers expert wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the experienced professionals at the La Jolla Institute For Wealth Management are dedicated to helping you secure your financial future.

Farmers Insurance - Laurie Sloan Kotecki is an insurance agency located at 1012 South Coast Highway, Oceanside, California, United States. At the Laurie Sloan Kotecki Agency, they take pride in providing great insurance to the people of Oceanside, San Diego County, and the state of California. With a background in small business ownership of over 65 years, they offer a range of insurance options including home, auto, business, and life insurance. The agency is committed to ensuring that clients are properly protected no matter what challenges life may bring. Laurie Sloan Kotecki, the owner, has a wealth of experience as a former small business owner and performer, allowing her to understand and address the unique needs of her clients. Customer service is a top priority at the agency, with a focus on making sure clients are properly covered and can rest easy knowing their insurance needs are met. Whether you are a new homeowner, starting a business, or looking to review your insurance coverage, the agency is dedicated to helping you navigate the insurance options available. Contact Farmers Insurance - Laurie Sloan Kotecki for personalized assistance with your insurance needs.

CUSO Financial Services, L.P. is a finance institution located at 10150 Meanley Drive in San Diego, California, United States. With a focus on providing comprehensive financial services, CUSO Financial Services, L.P. offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized service and tailored financial solutions to meet the unique needs of each client. Whether you are looking to plan for retirement, grow your investments, or protect your assets, CUSO Financial Services, L.P. is committed to helping you secure a strong financial future.

Canter Wealth is a leading finance institution located at 7825 Fay Avenue in San Diego, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Canter Wealth is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Shelter Island Capital is a reputable finance and insurance agency located at 2915 Cañon Street in San Diego, California, United States. With a focus on providing top-notch financial services and insurance solutions, Shelter Island Capital is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is committed to providing personalized and expert advice to ensure our clients receive the best possible service. Whether you are looking for investment opportunities, insurance coverage, or financial planning assistance, Shelter Island Capital is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Prudential Insurance Company of America | Jay Finger is a reputable finance and insurance agency located at 7676 Hazard Center Drive in San Diego, California, United States. With a strong focus on providing quality insurance products and financial services, they have built a solid reputation for helping individuals and businesses protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment options, the experienced professionals at Prudential Insurance Company of America | Jay Finger are dedicated to helping you achieve your financial goals.