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Chula Vista, CAChula Vista, CA
Blue Summit Wealth Management is a financial and wealth management services company that serves clients in Chula Vista and the surrounding areas. It provides a wide range of financial and portfolio management services, such as investment management, financial planning, cash flow analysis, and tax management services. The company is managed by a team of financial advisors who offer various financial strategies to clients to help them achieve their financial goals. Blue Summit Wealth Management is a member of the Financial Planning Association.
9001 Grossmont Boulevard, La Mesa, CA 91941
La Mesa, CA 91941
Copley Financial Group Inc. has been providing Chula Vista clients with financial advising services for 30 years. Its scope of work ranges from investment management to retirement planning. The company also offers wealth management services, helping clients build up and share their current finances. Tax planning solutions are available as well. The company's founder, Matthew Copley, has conducted educational workshops that cover topics such as the different kinds of annuity and strategies for Social Security benefits.
2650 Camino Del Rio North, San Diego, CA 92108
San Diego, CA 92108
ESI Financial Services has guided Chula Vista individuals and business owners in navigating their financial situations since 2002. The firm provides financial clarity to clients through holistic financial planning. It also addresses the client’s needs, including retirement planning and insurance review and analysis. Likewise, the firm offers tax and investment advisory services. ESI Financial Services is a member of NAPFA, ACP, and AICPA. The founder, Steven K. Farrington, is a Certified Financial Planner and a certified public accountant.
7837 La Mesa Boulevard, La Mesa, CA 91942
La Mesa, CA 91942
J2x Legacy Advisors is a wealth management company that focuses on helping people make financial plans that follow Christian values. Founded by Carie Phelps and located in La Mesa, J2x Legacy Advisors focuses on helping Christian build and retain wealth to create a legacy for their future generations. Designed as a boutique financial planning service, the company works diligently to provide investment strategies that are in sync with their clients' beliefs. It offers services that include private wealth development through careful investment and tax strategies, cash flow management and distribution of assets, estate planning services, and insurance services. Additionally, J2x Legacy Advisors has dedicated services for legacy planning; its competent team of advisors helps clients leave a lasting impact on the community through charitable contributions.
El Cajon, CA 91941El Cajon, CA 91941
Knox Financial is a full-service financial planning and strategy company founded in 1999 in La Mesa. The company was established by Grant Knox, who currently manages the firm. Most of its clients have a net worth of at least $250,000. Knox Financial doesn't restrict its clients, however, and offers services to those with lower asset values. Knox Financial also provides financial planning services for businesses. Services provided by Knox Financial include Financial planning for every stage of life, insurance products and planning, investment management, real estate, and mortgage services. Knox Financial also offers extensive services for businesses that wish to establish retirement funds for their employees. Knox Financial is a fee-based financial planning service and only offers commission-based products that serve the very best interest of its client. The firm is very active in the real estate investment industry and can help clients choose investment properties as well as business and private properties. Knox Financial also provides both private and business clients with mortgage qualifying services.
La Mesa, CA 91941La Mesa, CA 91941
Established in 2014, Koala Financial, Inc. is an accountancy company serving individuals and small businesses in Chula Vista. With a team of financial professionals, the company provides proper accounting and financial statement services that help business owners determine how much they should be taking in distributions. In addition, it offers business planning, tax planning, audit representation, and real estate services. Koala Financial is owned by Alex Wymore, who graduated with a Master of Arts degree in 2014 and was a military officer for many years.
5012 Central Avenue, Bonita, CA 91902
Bonita, CA 91902
Bob Burton is a financial and wealth management advisor with LPL Financial, who serves clients in Chula Vista and the surrounding areas. He offers a complete lineup of wealth and financial management services, including investment management, estate conservation, tax management, and retirement planning services. Bob has over nine years of experience in the financial and wealth management industry. He is a Securities Investor Protection Corporation and the Financial Industry Regulatory Authority member. Bob is a Certified Retirement Counselor and a Certified Plan Fiduciary Advisor.
405 South Magnolia Avenue, El Cajon, CA 92020
El Cajon, CA 92020
Next Gen Financial Planning provides services to clients in Chula Vista and the surrounding areas. The firm focuses on assisting professionals in their 20s and 40s. Its services include investment management, cash flow management, tax planning, student loan planning, estate planning, and asset protection. In addition, the team collaborates with clients to help them align their finances with their individual goals and values. Steven Fox, the company's founder, serves as a Certified Finacial Planner and a member of The National Association of Personal Financial Advisors.
2020 Camino Del Rio N Suite 215, San Diego, CA 92108
San Diego, CA 92108