Why choose this provider?
Guide My Finances serves individuals and families in Encinitas. It offers financial planning services that help build and maintain personal wealth to cover house purchases, college costs, and retirement. Its team analyzes assets and identifies strategies to make money last. It also manages investments to maximize returns with low risk. Guide My Finances has strategic inheritance planning solutions to prevent mismanagement. It is headed by Jackie Mazur, a Certified Financial Planner and Certified Divorce Financial Analyst who has been in the industry since 2003.
License Verified:
License: 289013
Investment Adviser Public Disclosure Database, SEC
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail