TOP 10 Retirement community in San Diego, California

Bankers Life, located at 16855 West Bernardo Drive in San Diego, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping clients compare Medicare Advantage plans to find the best coverage. With the rising costs of healthcare and longer life expectancies, preparing for long-term care is essential. At Bankers Life, we offer opportunities for individuals interested in becoming agents, managers, or investment professionals to help their community achieve a financially secure retirement. Our award-winning training programs, flexible schedules, and team-building opportunities make Bankers Life a great place to start planning for your future. Join us and achieve more at Bankers Life!

Alex Peterson-Cross State Farm Insurance Agency, located at 7424 Jackson Drive in San Diego, California, is dedicated to serving all of your financial and insurance needs. Although online quoting is not available at this time, you can reach out to us via phone, text, or by visiting our office for a personalized quote. Our team takes pride in offering auto insurance, life insurance, health insurance, and retirement planning services with an ethical approach to ensure you have the right coverage for you and your family. We have been serving the community for over 65 years and are committed to being a full-service financial resource for our customers. Our office is conveniently located in the neighborhoods of Del Cerro and San Carlos, just minutes away from La Mesa, and we serve all of San Diego. We are currently not accepting new fire policies in California due to high construction costs and increased wildfire risks. Thank you for considering Alex Peterson-Cross State Farm Insurance Agency for your insurance needs.

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.

EastLake 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.

Navy Federal Credit Union, located at 8660 Rio San Diego Drive in San Diego, California, is a full-service financial institution offering banking, ATM services, and personalized financial advice. Whether you're looking to invest, manage your business finances, or find the right credit card for your needs, Navy Federal has you covered. With Digital Investor's automated tools, you can start investing in just 10 minutes, or work with a financial advisor to create a personalized investment strategy. For entrepreneurs, there are assistance programs and business credit card options available. Military members can take advantage of exclusive offers and discounts, as well as 24/7 member services.

North County Credit Union is a trusted financial institution located in San Diego, California. With a convenient address at 17045 Via Del Campo, our credit union offers a wide range of financial services to help our members achieve their financial goals. From savings accounts to loans and everything in between, we are dedicated to providing personalized and reliable financial solutions to our community. Join us and experience the benefits of being a member of North County Credit Union.

HomeStreet Bank is a trusted financial institution located at 1110 Rosecrans Street in San Diego, California. As a full-service bank, HomeStreet offers a wide range of banking and financial services to help individuals and businesses achieve their financial goals. With a commitment to personalized service and community involvement, HomeStreet Bank is dedicated to providing top-notch financial solutions to its customers. Whether you're looking for checking and savings accounts, loans, mortgages, or investment options, HomeStreet Bank has you covered. Visit us today to experience the difference that a local, customer-focused bank can make in your financial life.

MyPoint Credit Union North Park is a trusted financial institution located at 3773 30th Street in the vibrant neighborhood of North Park in San Diego, California. As a credit union, we are committed to serving our members and the community with a wide range of banking and financial services. Our friendly staff is dedicated to helping you achieve your financial goals and providing personalized solutions to meet your needs. Whether you're looking to open a checking or savings account, apply for a loan, or plan for retirement, MyPoint Credit Union North Park is here to help you every step of the way. Visit us today and experience the difference of banking with a credit union that puts you first.

Mission Fed Credit Union is a trusted financial institution located at 2020 Camino Del Rio North in San Diego, California. As a member-owned credit union, we are committed to providing personalized banking services and competitive financial products to our members. Whether you're looking for convenient ATMs, secure banking solutions, or expert financial advice, Mission Fed Credit Union is here to help you achieve your financial goals. Join us today and experience the difference of banking with a community-focused institution.

Mission Fed Credit Union is a trusted financial institution located at 1370 India Street in San Diego, California. As a member-owned credit union, Mission Fed is dedicated to providing personalized and reliable banking services to its members. From convenient ATMs to a wide range of financial products and services, Mission Fed is committed to helping individuals and businesses achieve their financial goals. With a focus on community involvement and outstanding customer service, Mission Fed Credit Union is a top choice for all your banking needs in the San Diego area.

Mission Fed Credit Union is a trusted financial institution located at 3815 Avocado Boulevard in La Mesa, California. As a credit union, Mission Fed is dedicated to providing top-notch banking services to its members, including convenient ATMs, personalized financial solutions, and competitive rates. Whether you're looking to open a savings account, apply for a loan, or simply need assistance managing your finances, Mission Fed is here to help. Visit us today and experience the difference of banking with a community-focused credit union.

Home Trust is a reputable financial institution located at 4713 Bermuda Avenue in San Diego, California. As a trusted provider of financial services, Home Trust offers a wide range of products including savings accounts, loans, mortgages, and investment options. With a commitment to serving the community and helping individuals achieve their financial goals, Home Trust prides itself on providing personalized service and expert financial advice. Whether you are looking to save for the future, purchase a home, or grow your investments, Home Trust is dedicated to helping you every step of the way.

Navy Federal Credit Union, located at 555 Saturn Boulevard in San Diego, California, is a trusted institution offering a range of financial services including banking, ATM access, and investment options. In just 10 minutes, you can start investing with Digital Investor’s tools, or work with a financial advisor to create a personalized investment strategy. The institution offers guidance on navigating investment challenges and selecting the right business credit card for your company. Exclusive discounts and offers are available for military members, and the institution is dedicated to serving the unique needs of the military and their families. With over 13 million members since 1933, Navy Federal Credit Union is committed to being the most preferred and trusted financial institution for the military community. For 24/7 member services, call 1-888-842-6328. Please note that Navy Federal conducts all business in English, and terms and conditions apply to gift cards.

Bank of Southern California is a leading financial institution located at 12265 El Camino Real in San Diego, California, United States. As a full-service bank, we offer a wide range of financial services to individuals, businesses, and organizations in the Southern California region. Our dedicated team of professionals is committed to providing personalized and innovative banking solutions to help our customers achieve their financial goals. Whether you need a checking account, a business loan, or wealth management services, Bank of Southern California is here to serve you. Visit us today to experience the difference of banking with a trusted partner in your community.

Citizens Business Bank is a trusted financial institution located at 610 West Ash Street in San Diego, California. As a full-service bank, they offer a wide range of financial products and services to meet the needs of individuals, businesses, and organizations. With a commitment to providing personalized service and innovative solutions, Citizens Business Bank is dedicated to helping their customers achieve their financial goals. Whether you are looking for a checking account, savings account, loans, or investment options, you can rely on Citizens Business Bank for all your banking needs.

Endeavor Bank - Headquarters is a leading financial institution located at 750 B Street in the vibrant city of San Diego, California, United States. As a full-service bank, Endeavor Bank offers a wide range of financial services to individuals, businesses, and organizations. With a commitment to excellence and customer satisfaction, Endeavor Bank provides personalized banking solutions tailored to meet the unique needs of each client. Whether you are looking for personal banking services, business loans, or investment opportunities, Endeavor Bank is dedicated to helping you achieve your financial goals. Visit our headquarters in San Diego today to experience the difference of banking with Endeavor Bank.

The Investor Institute is a prestigious finance institution located at 6331 Nancy Ridge Drive in San Diego, California, United States. Our institute offers a wide range of courses and resources for investors looking to enhance their financial knowledge and skills. With experienced instructors and cutting-edge curriculum, we provide our students with the tools they need to succeed in the world of finance. Whether you are a seasoned investor or just starting out, the Investor Institute is the perfect place to further your education and reach your financial goals.

Principal Financial Group, located at 4370 La Jolla Village Drive in San Diego, California, is a finance and insurance agency that is dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the Principal Financial Network of Southern California, their team of professionals offers a range of services to meet the diverse needs of their clients. Whether you are looking for insurance products, life insurance, annuities, or investment advisory services, their licensed professionals are here to assist you. With a focus on building relationships and making a positive impact in the community, Principal Financial Group is committed to helping you protect what matters most. Contact them today to learn more about how they can help you achieve your financial goals.

Shawn Vassell, Bankers Life Agent is an insurance agency located at 404 Camino del Rio South in San Diego, California, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. We also provide guidance on long-term care planning and offer opportunities for those interested in joining our team as agents, managers, or investment professionals. With our award-winning training programs and flexible schedule, you can achieve financial success while helping others in your community plan for a secure retirement. Come visit us at Bankers Life and start planning for your future today!

RockSteady Financial Group is a multi-faceted institution located in San Diego, California, offering a wide range of financial, health, insurance, and legal services. Our dedicated team provides personalized solutions for both individuals and businesses, including tax preparation, loan assistance, and insurance coverage. At RockSteady, we prioritize serving our community and making a positive impact in the world. Visit us at 4455 Murphy Canyon Road #100-20, San Diego, CA 92123 to learn more about how we can help you achieve your financial goals.

"Now Closed" was a reputable school located at 3975 Front Street in San Diego, California. Unfortunately, the institution is no longer operational. It provided quality education and a nurturing environment for students to learn and grow. Despite its closure, the impact of "Now Closed" on the community will always be remembered.

Refresh Investments LLC is a finance institution located in Santa Monica, California, United States. We are a fee-only, fiduciary financial services firm with offices in Santa Monica and San Diego, CA, serving clients throughout Southern California and the United States. Our clients come from diverse backgrounds and have unique stories, but they all share a desire to feel empowered and assured that their assets are strategically invested to achieve their life's ambitions. As fee-only fiduciary advisors, we provide solid financial advice without any product sales. Our mission is to transform your financial experience by aligning your values with the wealth you've built and supporting you in creating your best financial life. We begin by clarifying your vision of the future and retirement, building a tailored financial plan or investment strategy, and monitoring and updating it as needed. We invite you to become part of our engaging community and see if we're the right fit for you. Contact us at our Santa Monica or San Diego offices to see how we can help change your life.

Private Wealth Management at U.S. Bank in San Diego, California, is dedicated to helping individuals and families achieve their financial goals. Our team of experts works with a diverse range of clients, including retirees, business owners, and corporate executives, to provide personalized advice and guidance. We believe in giving back to the community and have a strong commitment to philanthropy. With a focus on family business succession planning and investment strategies, we strive to help our clients build the life and legacy they envision. Contact our Private Wealth Advisor Managing Director at 619-699-6696 for more information.

Merrill Lynch Financial Advisor Fred M Berry, located at 7825 Fay Avenue in San Diego, California, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Fred Berry can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Fred Berry demonstrates a commitment to serving the needs of clients in the San Diego area. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your goals can be developed and adjusted as your life and priorities evolve. With a focus on understanding your unique financial situation and aspirations, Fred Berry works to create a financial approach that reflects your personality and helps you pursue your goals. Whether you are planning for retirement, saving for a major purchase, or passing your wealth to future generations, Fred Berry is dedicated to helping you achieve financial success. By staying informed about changes in your life and the financial markets, Fred Berry aims to keep you on track to reach what matters most to you. Contact Fred Berry to begin a conversation about your financial goals and how he can help you achieve them.

Merrill Lynch Financial Advisor Christopher J. Hobbs is a finance institution located at 7825 Fay Avenue in San Diego, California, United States. With over 30 years of experience in the financial services industry, Chris is dedicated to providing Premier Wealth Management services to families, businesses, and corporate executives. He helps clients develop personalized retirement plans and offers a wide range of services including investment management, tax strategies, estate planning, and more. Chris balances his career with volunteering in the community and enjoys activities such as mountain biking and skiing. With access to the global resources of Merrill and Bank of America, Chris works with clients to develop personalized financial approaches to help them achieve their goals. By focusing on building strong client relationships based on trust and personalized service, Chris aims to help clients navigate the complexities of their financial lives and pursue their desired retirement lifestyle.

n and a disciplined investment approach to help clients achieve their financial goals. With over 25 years of experience in the financial industry, Bob specializes in wealth management, financial planning, and retirement planning for individuals and families. Prior to joining Beacon Pointe, Bob worked at UBS Financial Services as a Senior Vice President. Bob graduated from the University of California, Irvine with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In his free time, Bob enjoys playing golf, traveling, and spending time with his wife and two children. Susan is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for working with individuals, families, and businesses to develop customized financial plans to meet their specific needs and goals. With over 20 years of experience in the financial industry, Susan specializes in retirement planning, estate planning, and investment management. Prior to joining Beacon Pointe, Susan worked at Merrill Lynch as a Financial Advisor. Susan graduated from the University of California, Los Angeles with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In her free time, Susan enjoys hiking, cooking, and volunteering in her community. Overall, Beacon Pointe Advisors in San Diego, California, offers a comprehensive range of financial services including investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated advisors, Beacon Pointe is committed to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor David (Dong Soo) Lee, located at 7825 Fay Avenue, San Diego, California, United States, is a finance institution dedicated to managing your wealth with a personalized approach. With a deep understanding of your financial goals and priorities, David Lee can create a flexible strategy tailored to today's market conditions. By combining the investment insights of Merrill and the banking solutions of Bank of America, he aims to help you pursue your financial objectives through personalized wealth management strategies. David Lee is committed to participating in the local community and volunteers with various organizations. He offers the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Supported by the global resources of Merrill, his team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Jaime A. Torres is a dedicated finance institution located at 7825 Fay Avenue in San Diego, California, United States. Jaime A. Torres is committed to building strong relationships with clients, providing personalized financial planning and investment strategies tailored to their unique needs and goals. With a focus on education and understanding, Jaime A. Torres helps clients navigate the complexities of the financial markets and make informed decisions for their futures. Certified as a CERTIFIED FINANCIAL PLANNER™, Jaime A. Torres offers a range of capabilities including retirement income planning, wealth transfer solutions, and access to trust and estate planning services. By working closely with clients to understand their priorities and financial goals, Jaime A. Torres helps them stay on track and adjust their strategies as needed. With a deep commitment to community involvement and a passion for delivering excellent service, Jaime A. Torres is dedicated to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Christopher R. Bostick is a finance institution located at 7825 Fay Avenue, San Diego, California, United States. Managing your wealth starts with a thorough understanding of your financial situation. Christopher R. Bostick can help create a flexible strategy tailored to your needs in today's ever-changing market conditions. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Christopher R. Bostick is dedicated to understanding your priorities and designing a personalized plan to help you achieve your goals. Through the Merrill Personal Wealth Analysis™, a customized financial approach can be developed centered on your aspirations. By participating in the community and volunteering with local organizations, Christopher R. Bostick upholds the Merrill tradition of serving the communities they work in.

Encinitas Professional Services, located at 550 Santa Fe Drive in Encinitas, California, is a trusted institution specializing in accounting and finance. With a team of experienced professionals who have been serving the San Diego community since 1996, Encinitas Tax is dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or other accounting needs, the experts at Encinitas Professional Services are here to help. Contact Victor, Emmanuel, or Theresa via email to schedule a consultation and see how they can support your financial goals.