Financial Planners/Advisors

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Michael Lucia & Associates
13400 Sabre Springs Parkway #235
San Diego, CA 92128
Susan Williams - Wells Fargo Advisors
11545 West Bernardo Ct Ste 300
San Diego, CA 92127
Hall Private Wealth Advisors
462 Stevens Avenue, #105
Solana Beach, CA 92075
Call today for your complimentary portfolio review!
WestPac Wealth Partners - Maria Keith
750 B St.
Suite 2740
San Diego, CA 92101
College Planning Source
10875 Rancho Bernardo Road Suite 106
San Diego, CA 92127
Sage Capital Advisors, LLC
Sage Planning Wealth Management
5672 La Jolla Blvd.
La Jolla, CA 92037
Jean Diaz, Tax & Financial Group
12526 High Bluff Dr. #280
San Diego, CA 92130
  • (858) 259-6300
Edward Jones
555 W. Country Club Lane
Escondido, CA 92026
  • (760) 746-1792
Primerica
3150 Pio Pico Dr. ste 100
Carlsbad, CA 92011
  • (623) 261-7541
Diversified Business Resources, Inc.
1725 S Escondido Blvd
Escondido, CA 92025
  • (760) 738-1400
Merrill Lynch-James Hardifer
11811 Bernardo Plaza Ct.
San Diego, CA 92128
  • (858) 673-6710
WFG/Transamerica
1405 Calle Redonda
Escondido, CA 92026
  • (760) 737-7640
Merrill Lynch / Bank of America
11811 Bernardo Plaza Court
San Diego, CA 92128
  • (858) 673-6723
David L. Wilson, CFP
139 E. 3rd Ave.
Escondido, CA 92025
  • (760) 741-3159
Joel Beyer, Inc
145 S. Fig Street
Escondido, CA 92025
  • (760) 788-5953
Peter Morris
  • (858) 442-4794
America's IRA Centers
470 S. Rancho Santa Fe.
San Marcos, CA 92078
  • (760) 599-1040
Morgan Stanley Wealth Management ''The P & L Group''
4350 La Jolla Village Dr, Suite 1000
San Diego, CA 92122
  • (858) 597-7796
Genworth Financial
1261 Avenida Amistad
San Marcos, CA 92069
  • (760) 521-0762
Platinum Wealth Management
46690 Rio Nedo E
Temecula, CA 92590
  • (303) 514-6385
BRPG Inc. - Health Insurance & Retirement Planning
3160 Lionshead Ave., Suite one
Carlsbad, CA 92009
  • (760) 803-3276