Northern San Diego San Diego, CA Financial Planning Consultants

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About Search Results

YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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1. Allen James Financial Inc.

4455 Morena BlvdSan Diego, CA 92117

(858) 273-4442
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14. Reyes Financial Architecture

(1)

8910 University Center Ln Ste 660San Diego, CA 92122

(858) 597-1966

After I retired, I moved from LA to San Diego to be close to my daughters and spend a whole bunch of time with my grandchildren. Since I do not have…

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15. Centara Capital Management

(1)

4747 Executive Dr Ste 450San Diego, CA 92121

(619) 398-1700

My elderly father got involved with Centara Capital through their Equitykey business and was taken advantage of. Basically what Equitykey does is ta…

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16. Northwestern Mutual Financial

(1)

11455 El Camino RealSan Diego, CA 92130

(858) 350-3500

If you like to work at 2 pm in 85 degrees and have a turnover on staff and new hires like the county fair, be treated like a king if you sell grandm…

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17. Swanson Financial Group

4474 Via PasearSan Diego, CA 92122

(858) 457-4149
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18. H K Financial

BBB Rating: A+

4330 La Jolla Village Dr Ste 330San Diego, CA 92122

(858) 550-0425

From Business: Hillel Katzeff, MBA, CFP founded HK Financial, Inc, A Registered Investment Advisor and independent Financial Planning Firm to advise families with meaningful inf…

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19. Siegel Financial

4330 La Jolla Village Dr Ste 330San Diego, CA 92122

(858) 866-3550
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20. Raymond James Financial Services

4330 La Jolla Village DrSan Diego, CA 92122

(858) 792-3540
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21. College Financial Advisory

4462 Via RealzarSan Diego, CA 92122

(858) 622-1870
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22. Ervin, Luke

4350 La Jolla Village Dr Ste 1San Diego, CA 92122

(858) 597-7761
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23. San Diego Tenant Advisors

4350 La Jolla Village Dr Ste 500San Diego, CA 92122

(858) 625-5246
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24. Stone & Youngberg

4350 La Jolla Village Dr Ste 140San Diego, CA 92122

(858) 795-8200
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25. Embarcadero Securities

8910 University Center LnSan Diego, CA 92122

(858) 457-5282
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Noonan, William

26. Noonan, William

8910 University Center LnSan Diego, CA 92122

(858) 535-1331

From Business: The advisor listed is an Ameriprise financial advisor in San Diego. Comments are not verified, may not be accurate and are not necessarily representative of the e…

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Davis, Tracey

27. Davis, Tracey

8910 University Center LnSan Diego, CA 92122

(858) 535-1331

From Business: The advisor listed is an Ameriprise financial advisor in San Diego. Comments are not verified, may not be accurate and are not necessarily representative of the e…

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Zorn, Russ

28. Zorn, Russ

8910 University Center LnSan Diego, CA 92122

(858) 535-1331

From Business: The advisor listed is an Ameriprise financial advisor in San Diego. Comments are not verified, may not be accurate and are not necessarily representative of the e…

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29. Guided Choice

8910 University Center Ln Ste 750San Diego, CA 92122

(858) 677-9836
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30. Waddell & Reed, San Diego

8910 University Center Ln Ste 550San Diego, CA 92122

(858) 457-1310
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Helpful Reviews 
Centara Capital Management
Aaron F. rated

My elderly father got involved with Centara Capital through their Equitykey business and was taken advantage of. Basically what Equitykey does is target elderly people and convince them to sacrifice large portions of their future home appreciation in exchange for a small up front sum amount. Since there are no mortgage payments and no obligation to pay the initial amount back they advertise that their arrangements allow for people to have access to cash "without incurring any debt". But what you get is infinitely worse than any debt due to the lopsided nature of the contract.Their victims cannot discern the riskiness of the arrangements due to their age and complicated structure of the agreements. The worse case scenario is the possibilty of the person being displaced from their home when they cannot come up with enough cash as the amount becomes due years later. Title companies have no idea what to call these and they end up as being named loans with massive balloon payments on the closing documentation,Additionally even though Equitykey balks at these being called loans, they seem to have no problem asking for interest on any amounts due. Avoid anyone associated with this organization. There is literally nothing beneath them if they see an opportunity

Lincoln Financial Services
Daemeuel H. rated

I finaced a car through them they put my address in the system wrong so I never received payment address or company information so it made my first payment late by 10 days where they then put my car in the system for Repo there unprofessional, uncaring and rude

Charles R Freeman Financial
Sydney P. rated

Charles has helped my family with all our tax needs for many years and continues to be our first and only choice as one of the top financial professionals in San Diego.

Heritage Financial Services Inc
Ree B. rated

You are the best person I’ve had in my life in more years than I can remember! I am the person I am now only because of all your wisdom, love, and encouragement. I hope you realize how much you really touch me and the people around you!

Heritage Financial Services Inc
Shau M. rated

It is not often that I read such a lengthy newsletter but yours are always full of interesting and inspiring information. I hate to miss any point of interest. It is reassuring that you are always there for us as a friend and advisor.

Reyes Financial Architecture
sherbertte rated
After I retired, I moved from ...

After I retired, I moved from LA to San Diego to be close to my daughters and spend a whole bunch of time with my grandchildren. Since I do not have anything to worry about aside from myself and my wife Anne, I usually spend a lot of my retirement benefits buying anything for my daughters and their kids even though I know they are capable of buying it themselves. However, I experienced some financial difficulty when my wife Anne had to undergo surgery. Had to exert a lot of effort looking for money.. When everything was alright, my daughters introduced me to Reyes Financial Architecture since they do not want me to just throw away my hard earned money. And so we did invest & fortunately, the decision is probably one of the best that I had made in my life. I have truly made a sufficient and decent monthly returns on top of my pension. Now Anne & I do not have to worry and will just enjoy the remaining days of our lives going to places we have always dreamed of. God bless and may all retirees be able to live their lives to the fullest after years of hard work!

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