Investment services for professionals in El Cajon, CA
13 results found
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SMART Solutions Financial & Insurance Services, Inc.
● ClosedSMART Solutions Financial & Insurance Services, Inc. is a comprehensive financial institution located in the heart of San Diego, California. Specializing in accounting, finance, insurance, and real estate services, we are dedicated to providing our clients with smart solutions to their financial needs. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals through personalized and tailored services. Whether you are looking for assistance with taxes, investments, insurance, or real estate transactions, SMART Solutions is here to help. Visit us at 4644 El Cajon Boulevard to learn more about how we can assist you in securing your financial future.
4644 El Cajon Blvd Office / Work Area, San Diego, CA 92115, United States -
Stephen H Geribo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStephen H Geribo - Financial Advisor, Ameriprise Financial Services, LLC, located at 7968 El Cajon Boulevard, La Mesa, California, United States, is a finance institution that focuses on helping clients achieve their financial goals. With a background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and knowledge provided by Stephen H Geribo. The institution offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, adjust strategies as needed, and track progress towards financial objectives. Clients have access to their investments and accounts at any time, from any device, ensuring transparency and security.
7968 El Cajon Blvd, La Mesa, CA 91942, United States -
Invalid Account
● ClosedInvalid Account is a financial institution located at 1774 East Main Street in El Cajon, California. This institution specializes in providing services related to account management, financial planning, and investment advice. With a team of experienced professionals, Invalid Account aims to help individuals and businesses make informed decisions about their finances and secure their financial future. Whether you are looking to open a new account, review your current investments, or plan for retirement, Invalid Account is dedicated to providing personalized and reliable service to meet your financial needs.
1774 E Main St, El Cajon, CA 92021, United States -
Chase Bank
● ClosedChase Bank, located at 1133 Avocado Blvd in El Cajon, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase Bank also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., customers can access a wide range of investment products and services through J.P. Morgan Wealth Management and J.P. Morgan Securities LLC. Annuities and insurance services are provided through Chase Insurance Agency, Inc. Chase Private Client offers exclusive banking and investment products for qualified clients. Member FDIC. Please note that all account documents are in English.
1133 Avocado Blvd, El Cajon, CA 92020, United States -
Chase Bank
● ClosedChase Bank, located at 1790 East Main Street in El Cajon, California, is a full-service financial institution offering a range of banking services, including ATMs, business banking, and investment products. With a team of business professionals, Chase provides guidance on improving cash flow, credit solutions, and payroll management. Online and mobile services, business credit cards, and payment acceptance solutions are also available for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and annuities through Chase Insurance Agency, Inc. Certain custody services are provided by JPMorgan Chase Bank, N.A. Chase Private Client is a banking and investment product offering for approved deposit accounts.
1790 E Main St, El Cajon, CA 92021, United States -
Chase Bank
● ClosedChase Bank, located at 866 North Johnson Avenue in El Cajon, California, offers a range of financial services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. Investing with J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., involves market risk and there is no guarantee of achieving investment objectives. Annuities are available through Chase Insurance Agency, Inc., and certain custody services are provided by JPMorgan Chase Bank, N.A. Chase Private Client offers a banking and investment product and service offering, with bank deposit accounts subject to approval. Chase is a trademark of JPMorgan Chase Bank, N.A., a subsidiary of JPMorgan Chase & Co. Please note that all documents related to Chase products will be available only in English.
866 N Johnson Ave, El Cajon, CA 92020, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 2930 Jamacha Road in El Cajon, California, is a leading institution in the world of banking and finance. Offering a wide range of services including personal and business banking, investment options, loans, and financial planning, this branch is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and state-of-the-art technology, customers can expect top-notch service and convenience when banking with Bank of America. Whether you need assistance with managing your finances or planning for the future, the Bank of America Financial Center is here to help.
2930 Jamacha Rd, El Cajon, CA 92019, United States -
Bob Peterson - State Farm Insurance Agent
● ClosedBob Peterson - State Farm Insurance Agent is a trusted insurance agency located at 1174 Broadway in El Cajon, California, United States. With qualifications including being an American College, Life Ambassador Traveler, Gold Honor Club Qualifier, Presidents Club Qualifier, SVP Club Qualifier, and a State Farm Agent since 2001, Bob Peterson and his team are dedicated to providing you with the best insurance and financial services. Whether you need renters insurance, rural road driving tips, or volunteer ideas for kids, Bob Peterson and his team are here to help. With over 50 years of combined experience, they aim to ensure that you are properly insured and protected. The team includes Karla, the Office Manager, who has been with the team for over 8 years and is bilingual to assist the Hispanic community. Cailyn, an experienced team member for over 6 years, and other dedicated staff are ready to assist you with your insurance needs.
1174 Broadway #104, El Cajon, CA 92021, United States -
Farmers Insurance - Scot Adams
● ClosedFarmers Insurance - Scot Adams is an insurance agency located at 13794 Highway 8 Business, El Cajon, California, United States. As a local Farmers® agent in El Cajon, CA, Scot Adams helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance and more, Scot Adams has the knowledge and experience to help customers better understand their coverage options. With over 80 years of experience, Farmers® has been providing insurance products to customers in the event of disasters such as fire or other covered causes of loss. Customers can also benefit from competitive rates with multi-line insurance discounts. Scot Adams also assists customers in reviewing their life insurance policy to ensure financial support for their loved ones.
13794 Hwy 8 Business, El Cajon, CA 92021, United States -
Heath Family Trust
● OpenThe Heath Family Trust is a finance institution located at 12121 Via Hacienda in El Cajon, California, United States. They provide a range of financial services and investment opportunities to help individuals and families manage and grow their wealth. With a team of experienced professionals, the Heath Family Trust is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for the future, the Heath Family Trust is committed to providing personalized solutions to meet your unique financial needs.
12121 Via Hacienda, El Cajon, CA 92019, United States -
Waypoint Financial Partners
● ClosedWaypoint Financial Partners is a leading finance institution located at 256 Witherspoon Way in El Cajon, California, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each individual's unique needs. Whether you are looking to invest, plan for retirement, or manage your assets, Waypoint Financial Partners is here to help guide you on the path to financial success. Contact us today to learn more about how we can assist you in reaching your financial goals.
256 Witherspoon Way Ste D, El Cajon, CA 92020, United States -
J & E Tax & Bookkeeping
● ClosedJ & E Tax & Bookkeeping is an accounting and finance institution located at 1870 Cordell Court in El Cajon, California. Our team provides personalized investment guidance tailored to each client's unique goals, as well as friendly and personal help with all financial affairs. Headquartered near Del Mar, California, Wealth Alliance, the parent company of J & E Tax & Bookkeeping, offers fee and commission-based wealth management and planning services. Our team includes professionals with expertise in financial planning and investment analysis. Whether you need assistance with managing your money or planning for the future, our qualified team is here to help. Contact us today to schedule a consultation with one of our financial advisers.
1870 Cordell Ct #106, El Cajon, CA 92020, United States -
R & S Tax & Financial
● ClosedR & S Tax & Financial is a reputable accounting and finance institution located at 256 Witherspoon Way in El Cajon, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and accounting solutions tailored to meet the unique needs of their clients. Whether you are an individual looking for assistance with your personal finances or a business in need of expert financial guidance, R & S Tax & Financial is committed to providing top-notch services to help you achieve your financial goals.
256 Witherspoon Way # L, El Cajon, CA 92020, United States
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