The 30 Best Senior financial security in San Diego, California

Sorrento Pacific Financial LLC is a finance institution located at 10150 Meanley Drive in San Diego, California, United States. They offer a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Sorrento Pacific Financial LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

Merrill Lynch Financial Advisor Ryan L Wetsel, located at 11811 Bernardo Plaza Court, San Diego, California, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented individuals dedicated to establishing strong client relationships based on trust and personalized service. Banking and Financing Services are provided through Bank of America, N.A. The institution focuses on understanding clients' family, goals, and priorities to create a comprehensive financial strategy tailored to their needs. By utilizing the Investment Personality Assessment, the advisors at Merrill aim to customize investment approaches to help clients pursue their financial goals. Through regular check-ins and updates, the advisors ensure that the financial approach reflects any changes in clients' lives or goals. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors offer personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 13520 Evening Creek Drive North, San Diego, California, United States. Kent Thompson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for various client needs. Kent Thompson is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on ethical practices and continuing education, Kent Thompson is committed to helping clients achieve their financial goals.

Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC, located at 13520 Evening Creek Drive North, San Diego, California, United States, is a finance institution offering a wide range of services to individuals seeking expert financial advice. Megan Thompson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing tailored solutions to meet the unique needs of each client, Megan Thompson is dedicated to helping individuals achieve their financial goals. Additionally, Megan Thompson offers specialized services for seniors, those planning for retirement, individuals going through divorce, and families with children with special needs. With a commitment to excellence and a deep understanding of the complexities of financial planning, Megan Thompson is a trusted advisor for clients looking to secure their financial future.

Nicholas Anger - RBC Wealth Management Financial Advisor is a trusted financial institution located at 4250 Executive Square in San Diego, California. As a seasoned professional in the finance industry, Nicholas Anger provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Nicholas Anger is dedicated to helping clients secure their financial future. Contact Nicholas Anger - RBC Wealth Management Financial Advisor today to start planning for a brighter tomorrow.

Peter Dold - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4510 Executive Drive in San Diego, California, United States, offers a comprehensive range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Peter Dold provides expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a deep understanding of financial planning principles, Peter Dold is dedicated to helping clients achieve their financial goals and secure their future.

Brian Young, CFP, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 12220 El Camino Real in San Diego, California, United States. With a team of experienced professionals, including Certified Financial Planners and Chartered Retirement Plans Specialists, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Brian Young and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.

Welcome to United Bank Card of San Diego, your trusted partner in financial services located conveniently at 1906 Oceanside Boulevard, Oceanside, California. Serving the vibrant community of Oceanside and beyond, we specialize in providing a wide array of financial solutions tailored to meet your needs. Whether you're looking for secure ATM services, reliable banking options, or expert financial advice, our dedicated team is here to assist you every step of the way. At United Bank Card of San Diego, we pride ourselves on our commitment to customer satisfaction and financial empowerment. Visit us today to experience personalized service that puts you first. Your financial well-being is our priority.

Farmers Insurance - Kirk Miller is a local insurance agency located at 10636 Scripps Summit Court in San Diego, California. Kirk Miller, a California native, takes pride in serving the San Diego community by helping customers find the insurance coverage that best suits their needs. With over 15 years of experience in the insurance industry, Kirk and his team can assist with auto, home, renters, business insurance, and more. They aim to make the insurance process personalized and easy to understand, ensuring that customers are well-informed about their coverage options. Whether you need comprehensive coverage, collision coverage, or medical payments, Kirk and his team can help you navigate the complexities of insurance to find the right policy for your budget. They also offer discounts to help customers save money on their insurance premiums.

Oliver Stahl - State Farm Insurance Agent is a trusted insurance agency located at 2621 Denver Street in San Diego, California. Our mission is to provide comprehensive insurance coverage to the residents of San Diego and surrounding areas, including Chula Vista, North Park, Lemon Grove, Carlsbad, Clairemont, and UTC/La Jolla. With over 9 years of experience in the financial industry, we are dedicated to safeguarding your assets and ensuring your future security. Our team, led by experienced professionals like Amber Day, is committed to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. We offer a wide range of insurance and financial services, including auto insurance quotes, life insurance, and annuities. Our bilingual services in English and Spanish ensure that we can cater to the diverse needs of our clients.

Welcome to Giovanni Monaco - State Farm Insurance Agent, located at 2207 Garnet Avenue in San Diego, California. Our agency specializes in health and insurance services, providing a wide range of options to meet your needs. Our agent, Giovanni, is a proud Pacific Beach resident and third-generation State Farm customer turned first-generation Agent/Agency owner. With a background in business finance and economics, Giovanni is dedicated to serving the community he grew up in.

Simple Life Insure is a reputable insurance agency located at 5666 La Jolla Boulevard in the vibrant city of San Diego, California. We specialize in providing affordable and straightforward life insurance policies to protect you and your loved ones. Our experienced agents are dedicated to helping you navigate through the complexities of insurance, making the process as simple and stress-free as possible. Trust Simple Life Insure to provide you with the peace of mind and financial security you deserve.

The Insurance Corner is a reputable health insurance agency located at 3026 Midway Drive in San Diego, California. Our dedicated team of professionals is committed to helping individuals and families find the right insurance coverage to meet their healthcare needs. With personalized service and a wide range of insurance options, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about our services and how we can assist you in navigating the complex world of health insurance.

Bridlewood Medicare Insurance is a reputable health insurance agency located at 13520 Evening Creek Drive North in San Diego, California. Specializing in providing coverage for Medicare recipients, our knowledgeable agents are dedicated to helping individuals navigate the complexities of healthcare insurance. With a focus on personalized service and finding the best coverage options for each client, Bridlewood Medicare Insurance strives to ensure peace of mind and financial security for all policyholders. Contact us today to learn more about our services and how we can help you protect your health and well-being.

Brian McArthur Bridlewood Medicare Agent is an insurance agency located at 13520 Evening Creek Drive North, San Diego, California, United States. Specializing in Medicare planning, the institution offers the Medicare Execution Process™ designed to educate clients on their options and help them make informed decisions about their Medicare coverage. Working closely with financial advisors, the institution aims to ensure that clients receive the best possible guidance on their Medicare enrollment. With a team of experienced former wholesalers who are licensed Medicare insurance agents, clients can trust that they are in good hands when it comes to their healthcare coverage. By partnering with financial advisors, Brian McArthur Bridlewood Medicare Agent strives to create a seamless and positive experience for clients as they navigate the complex world of Medicare planning.

American Retirement Insurance Services is a trusted health insurance agency located in the heart of San Diego, California. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to protect their health and financial well-being during retirement. With a focus on personalized service and tailored solutions, we strive to make the insurance process simple and stress-free for our clients. Visit us at 12463 Rancho Bernardo Road to learn more about how we can help you secure your retirement future.

Western & Southern Life Insurance Company is an insurance agency located at 15373 Innovation Drive in San Diego, California, United States. Our team is dedicated to helping you plan for your financial future by offering a variety of products tailored to your specific needs. Whether you are looking for life insurance, retirement planning, or investment options, we are here to guide you every step of the way. At Western & Southern Life, we provide personalized guidance and solutions to help you achieve your financial goals. Explore our financial tools, educational articles, and interactive calculators to make informed decisions about your finances. We are committed to bringing you the highest quality products and services to secure your family's future.

Term Life Insurance is an insurance agency located at 6852 Deep Valley Road in San Diego, California, United States. We specialize in providing affordable and customizable term life insurance policies to protect your loved ones in the event of your passing. Our experienced agents are dedicated to helping you find the perfect coverage to fit your needs and budget. Contact us today to learn more about how we can help you secure your family's financial future.

Jhansi Kondragunta, Bankers Life Agent is an insurance agency located at 16855 West Bernardo Drive in San Diego, California. Specializing in life insurance policies, Jhansi Kondragunta and her team provide personalized service and expert guidance to help clients protect their loved ones and assets. With a commitment to integrity and professionalism, this agency strives to find the best insurance solutions for each individual's unique needs. Visit Jhansi Kondragunta, Bankers Life Agent today to secure your financial future.

i Find Life Insurance is a reputable insurance agency located at 4225 Executive Square in San Diego, California. Our dedicated team of professionals is committed to helping individuals and families find the best life insurance coverage to meet their specific needs and budget. Whether you are looking for term life, whole life, or universal life insurance, we are here to guide you through the process and provide you with expert advice. With our convenient location in the heart of San Diego, we make it easy for clients to access our services and protect their loved ones with the right insurance policy. Trust i Find Life Insurance to help you secure your financial future and provide peace of mind for you and your family.

Farmers Insurance - Jimmy Donna is an insurance agency located at 8304 Clairemont Mesa Boulevard in San Diego, California. With 39 years of experience serving clients in the area, Jimmy Donna is dedicated to helping customers find the best insurance coverage to suit their needs. Whether you are looking for auto, home, renters, business insurance, or more, Jimmy Donna can provide personalized and straightforward assistance to make you smarter about insurance. By offering free insurance quotes, Jimmy Donna aims to help you start saving on your insurance needs today. From comprehensive coverage to medical payments and deductibles, Jimmy Donna can help you navigate the complex world of insurance to find the right coverage for your budget. Additionally, Jimmy Donna offers services for life insurance, renters insurance, condo insurance, and business insurance. With a focus on providing financial support for those who depend on you, Jimmy Donna can help you create a plan for a secure future. For added coverage beyond your auto or home insurance policies, Jimmy Donna can also assist with personal umbrella insurance. By working with reputable insurers such as Farmers Insurance Exchange and Fire Insurance Exchange, Jimmy Donna ensures that your assets and future earnings are protected. Contact Jimmy Donna today for a consultation and start building a solid financial plan for a secure future.

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.

Jennifer Francisco, Bankers Life Agent is an insurance agency located at 16855 West Bernardo Drive, San Diego, California, United States. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Jennifer Francisco specializes in helping clients navigate the complexities of Medicare, including Medicare Advantage plans. With the rising costs of healthcare and the increasing need for long-term care, it is crucial to be prepared and have these important discussions with your loved ones. Contact Jennifer Francisco, Bankers Life Agent in San Diego, CA to start planning for your future today.

Sharlene Mohammed, Bankers Life Agent in San Diego, California offers a wide range of insurance options provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Sharlene can help you navigate through the complexities of healthcare coverage. As the need for long-term care becomes increasingly important, Sharlene is dedicated to helping you plan for the future and have important discussions with your loved ones. Visit Sharlene Mohammed, Bankers Life Agent at 16855 West Bernardo Drive to start planning your next steps towards a secure future.

C2 Reverse Mortgage, located at 10509 Vista Sorrento Parkway in San Diego, California, is a finance institution specializing in reverse mortgages for seniors aged 55 and older. By tapping into the equity in their homes, seniors can receive a stream of income to supplement their retirement savings and social security. The reverse mortgage team at C2 is the fastest growing division within the company, with more Certified Reverse Mortgage Planners than any other mortgage broker in the industry. Each loan officer undergoes a rigorous certification process to ensure they are knowledgeable and qualified to originate reverse mortgage loans. C2's program includes education on learning, marketing, and originating reverse mortgages. It's important to note that this material is not provided by HUD or FHA and borrowers must meet specific qualifications for a reverse mortgage. Consult with a qualified professional for legal, tax, and financial advice. C2 Financial Corporation is licensed by the California Bureau of Real Estate and NMLS. Loan approval is not guaranteed and is subject to lender review. For consumers in Texas, there is a complaint process through the Texas Department of Savings and Mortgage Lending.

Home Loan Advantage is a finance institution located at 717 Union Street in San Diego, California. Our experienced mortgage professionals are dedicated to providing the best customer service and ensuring a smooth process for your home purchase or refinance. With the most flexible and aggressive loan options, lowest interest rates, and quick loan approvals, we strive to maximize your savings and make home ownership simple. Leon Felcher, our mortgage expert, is known for going above and beyond to help clients secure the best mortgage rates and terms. Whether you have perfect credit or not, Leon and his team will guide you through the entire process and ensure transparency every step of the way. From first-time home buyers to experienced homeowners, we are here to help you achieve your real estate finance goals.

Platinum Probate & Estate Planning is a reputable law firm located in San Diego, California, specializing in probate and estate planning services. Our experienced team of lawyers is dedicated to helping clients navigate the complexities of probate law and create thorough estate plans tailored to their individual needs. Located at 12526 High Bluff Drive, our firm provides personalized and professional legal services to ensure our clients' assets and wishes are protected for future generations. Contact us today to schedule a consultation and secure your family's financial future.

Elder Law & Advocacy is a non-profit organization based in San Diego, California, dedicated to providing legal services and advocacy for older adults in need. Located at 5151 Murphy Canyon Road, our team of experienced attorneys and advocates work tirelessly to protect the rights and well-being of seniors in our community. From estate planning and long-term care issues to elder abuse prevention and consumer protection, Elder Law & Advocacy is committed to ensuring that older adults receive the support and resources they need to live with dignity and independence. Contact us today to learn more about how we can assist you or a loved one with navigating the complex legal issues that often arise in the later stages of life.

The Globe Life American Income Division: Furer Organization is an insurance agency located at 7220 Trade Street in San Diego, California, United States. Specializing in providing insurance products and services, our team of experienced professionals are dedicated to helping individuals and families protect their finances and secure their futures. With a commitment to personalized service and tailored solutions, we strive to meet the unique needs of each client. Contact us today to learn more about our comprehensive insurance offerings and how we can help you plan for the unexpected.

Guardian Life Insurance Co-America is a reputable insurance agency located at 5280 Carroll Canyon Road in San Diego, California, United States. With a strong commitment to protecting individuals and families, Guardian Life Insurance Co-America offers a wide range of insurance products and services to meet the diverse needs of its clients. Whether you are looking for life insurance, health insurance, or retirement planning services, Guardian Life Insurance Co-America has knowledgeable agents who are dedicated to helping you find the right coverage for your unique situation. Trust in Guardian Life Insurance Co-America to provide you with peace of mind and financial security for the future.