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. C2 Financial

3202 Governor DrSan Diego, CA 92122

(858) 535-2111
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Courtesy Mortgage

2. Courtesy Mortgage

BBB Rating: A+

2615 Camino Del Rio S Ste 200San Diego, CA 92108

(619) 296-5881
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Profitwise Accounting

3. Profitwise Accounting

BBB Rating: A+

5752 Oberlin Dr, 106San Diego, CA 92121

(619) 819-0252

From Business: About Profitwise Accounting History of Profitwise Accounting Firm History of Profitwise Accounting Firm Since 2004, Profitwise has been providing quality, persona…

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World Wide Credit Corporation

4. World Wide Credit Corporation

BBB Rating: A+

9089 Clairemont Mesa Blvd Ste 307San Diego, CA 92123

(858) 569-5840
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Pars Financial Corp

5. Pars Financial Corp

BBB Rating: A+

8736 Production AveSan Diego, CA 92121

(858) 549-3030
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West Coast Mortgage

6. West Coast Mortgage

BBB Rating: A+

7847 Dunbrook Rd Ste HSan Diego, CA 92126

(858) 693-8980
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7. Crestline Funding Corp

BBB Rating: A+

3131 Camino Del Rio N Ste 1620San Diego, CA 92108

(619) 624-2500
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Onetrust Home Loans

8. Onetrust Home Loans

BBB Rating: A+

3131 Camino Del Rio N Ste 1680San Diego, CA 92108

(858) 488-3830
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9. Fix My Report

5694 Mission Center Rd Ste 160San Diego, CA 92108

(858) 270-0251
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Louis Tommasino CPA & Associates

10. Louis Tommasino CPA & Associates

6265 Greenwich Dr Ste 210San Diego, CA 92122

(858) 623-0336

From Business: Serving the San Diego and Northern Arizona communities since 1996, Louis Tommasino, CPA is a dedicated, full-service accounting firm committed to enhancing the qu…

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11. Best Team Tax & Financial Inc

BBB Rating: A+

8680 Navajo Rd Ste 106San Diego, CA 92119

(619) 460-5025

From Business: With over 50 years of combined experience, our financial planning company has been providing quality and personalized accounting services to our clients in the Sa…

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12. Hicks Financial Services

BBB Rating: A+

4241 Jutland Dr Ste 308San Diego, CA 92117

(858) 581-3336
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13. Integrity First Financial Group

BBB Rating: A+

6333 Greenwich Dr Ste 280San Diego, CA 92122

(858) 459-4789
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14. Gaines & Welsh

BBB Rating: A+

3511 Camino Del Rio S Ste 307San Diego, CA 92108

(619) 282-8290
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15. San Diego Wealth Management

BBB Rating: A+

6265 Greenwich Dr Ste 100San Diego, CA 92122

(858) 452-1000
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Considine & Considine

16. Considine & Considine

BBB Rating: A+

1501 5th Ave Ste 400San Diego, CA 92101

(619) 231-1977
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Moses Financial

18. Moses Financial

2247 San Diego AveSan Diego, CA 92110

(619) 543-0898
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19. Hsb Management

5402 Ruffin RdSan Diego, CA 92123

(858) 560-5655
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21. Linda Catalina CPA

9869 Caminito CuadroSan Diego, CA 92129

(858) 484-6997
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22. Integrated Financial Concepts

2525 Camino Del Rio SSan Diego, CA 92108

(619) 220-8777

From Business: Integrated Financial Concepts is a full service, financial services firm established in 1983. Through the years, we have been assisting our clients in every aspec…

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Senior American Funding

23. Senior American Funding

BBB Rating: A+

2650 Camino Del Rio N, Suite #350-BSan Diego, CA 92108

(619) 294-6000

From Business: We originate our Reverse Mortgages through some of the top Reverse Mortgage lenders in the industry that offer quality products and pricing. We have an in-house s…

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24. Ameriprise

8910 University Center Ln Ste 200San 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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25. Advantage Payment Processing

6310 Dwane AveSan Diego, CA 92120

(619) 283-7200
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26. Sheffler & Martin Inc

4141 Jutland DrSan Diego, CA 92117

(858) 643-9211
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27. Walsh Financial Services Inc

2665 Ariane DrSan Diego, CA 92117

(858) 581-3522
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28. Rfa Financial

1729 Palm AveSan Diego, CA 92154

(619) 429-1849
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Fidelity Investments

29. Fidelity Investments

7676 Hazard Center Dr Ste 820San Diego, CA 92108

(800) 635-0472

From Business: Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the followin…

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Neal Littlejohn - Ameriprise Financial Services, Inc.

30. Neal Littlejohn - Ameriprise Financial Services, Inc.

12555 High Bluff Dr Ste 160San Diego, CA 92130

(858) 345-1871

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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Helpful Reviews 
Centara Capital Management Group Inc
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

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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