Wealth Management in Escondido, CA

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List of Firms

Escondido, CA Wealth Management Firms

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Shusterman Wealth Management
Location 16935 W Bernardo Dr UNIT 223, San Diego, CA 92127, USA
Phone (858) 676-3300
Directions
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BELL STRATEGIC INVESTMENTS INC
Location 2866 Glenview Way, Escondido, CA 92025, USA
Phone (760) 489-8509
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Mission Fed Credit Union - Raymond James
Location 1500 E Valley Pkwy Ste B, Escondido, CA 92027, USA
Phone (858) 524-2698
Directions
SEC File# 801-10970
CRD# 6413
Location 11545 W Bernardo Ct #203, San Diego, CA 92127, USA
Phone (858) 487-0782
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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The Hyldahl Wealth Management Group - UBS Financial Services Inc.
Location 17180 Rancho, Bernardo Center Dr Suite 100, San Diego, CA 92128, USA
Phone (858) 521-7073
Directions
SEC File# 801-77060
CRD# 165224
Location 11421 W Bernardo Ct, San Diego, CA 92127, USA
Phone (858) 207-3377
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-38549
CRD# 106768
Location 350 W 5th Ave #220, Escondido, CA 92025, USA
Phone (760) 489-9878
Directions
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Raymond James Financial Services
Location 260 W Crest St, Escondido, CA 92025, USA
Phone (760) 489-9500
Directions
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Edward Jones - Financial Advisor: Ken Johnson
SEC File# 801-3297
CRD# 250
Location 152 S Escondido Blvd, Escondido, CA 92025, USA
Phone (760) 738-9086
Directions
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Covenant Capital Solutions LLC
Location 225 E 3rd Ave, Escondido, CA 92025, USA
Phone (760) 281-3050
Directions
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Teacher Retirement Service
Location 333 S Juniper St, Escondido, CA 92025, USA
Phone (760) 737-0191
Directions
SEC File# 801-76469
CRD# 163833
Location 900 Canterbury Pl, Escondido, CA 92025, USA
Phone (760) 658-8780
Directions
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David Wilson, Certified Financial Planner®, Accredited Investment Fiduciary Analyst®
Location 139 E 3rd Ave, Escondido, CA 92025, USA
Phone (760) 741-3159
Directions
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RBC Wealth Management
Location 500 La Terraza Blvd UNIT 102, Escondido, CA 92025, USA
Phone (760) 740-2760
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Escondido Financial Center
Location 230 W 2nd Ave, Escondido, CA 92025, USA
Phone (760) 746-3086
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SUMMIT WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.
Location 17180, Center Suite 100, San Diego, CA 92128, USA
Phone (858) 521-7036
Directions
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Apex Wealth Advisors
Location 16496 Bernardo Center Dr, San Diego, CA 92128, USA
Phone (858) 676-9900
Directions
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Merrill Lynch Wealth Management Advisor Miguel A. Ortega
Location 11811 Bernardo Plaza Ct, San Diego, CA 92128, USA
Phone (858) 673-6736
Directions
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Yorkshire Wealth Management
3 out of 5
Location 16935 W Bernardo Dr Suite 220, San Diego, CA 92127, USA
Phone (858) 798-5616
Directions
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Emerald Financial
Location 2150 Centre City Parkway, Escondido, CA 92026, USA
Phone (760) 737-9525
Directions
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Vector Financial Solutions, Inc., Registered Investment Advisor - David Wilson, CFP
Location 139 E 3rd Ave, Escondido, CA 92025, USA
Phone (760) 741-3159
Directions
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Gregg Financial Network
Location 1613 S Escondido Blvd, Escondido, CA 92025, USA
Phone (760) 658-5311
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Beacon Retirement Planning Group Inc
Location 960 Canterbury Pl #110, Escondido, CA 92025, USA
Phone (858) 279-4516
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Thrivent Financial-Lutherans
Location 500 La Terraza Blvd #150, Escondido, CA 92026, USA
Phone (909) 910-6823
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Estrada Wealth Management
Location 225 E 3rd Ave, Escondido, CA 92025, USA
Phone (760) 233-8779
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Financial Advisors | U.S. Bancorp Investments
Location 125 N Broadway, Escondido, CA 92025, USA
Phone (760) 233-7924
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RED Seven Wealth Management
Location 960 Canterbury Pl, Escondido, CA 92025, USA
Phone (760) 705-3517
Directions
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Wollman Wealth Designs
Location 144 S Grape St, Escondido, CA 92025, USA
Phone (760) 737-2246
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dlw Financial
Location 139 E 3rd Ave, Escondido, CA 92025, USA
Phone (760) 294-9493
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Prime Asset Management Llc
1 out of 5
Location 301 W Vermont Ave # 725, Escondido, CA 92025, USA
Phone (760) 239-6629
Directions
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Steward Family Office
Location 500 La Terraza Blvd #150, Escondido, CA 92025, USA
Phone (858) 263-1647
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CMB Wealth Solutions
Location 500 La Terraza Blvd Ste. 150, Escondido, CA 92025, USA
Phone (760) 932-0171
Directions
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Dimitris Magemeneas- Kingsview Asset Management
SEC File# 801-79198
CRD# 148107
5 out of 5
Location 1 Civic Center Dr STE 350, San Marcos, CA 92069, USA
Phone (760) 291-8840
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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RetirementDNA
Location 533 S Vinewood St, Escondido, CA 92029, USA
Phone (858) 216-4144
Directions
SEC File# 801-122719
CRD# 316956
Location 11440 W Bernardo Ct # 390, San Diego, CA 92127, USA
Phone (858) 613-9191
Directions
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Financial Sense Wealth Management
SEC File# 801-25937
CRD# 111090
4 out of 5
Location 10809 Thornmint Rd # 2, San Diego, CA 92127, USA
Phone (858) 487-3939
Directions
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Kerby Financial Services
5 out of 5
Location 333 S Juniper St, Escondido, CA 92025, USA
Phone (760) 735-9550
Directions
Wealth Management in Escondido, CA

Where Wealth Management Advisors in Escondido, CA Serve

Escondido, CA is a vibrant city located in the heart of San Diego County that offers a plethora of attractions and amenities for residents and visitors alike. From its stunning natural beauty to its rich cultural heritage, there is something for everyone in this dynamic community. Some of the most notable landmarks in Escondido include the California Center for the Arts, which hosts a wide range of performances and events throughout the year, as well as the San Diego Zoo Safari Park, which is home to over 3,500 animals from around the world. Other popular attractions include the Escondido Farmers Market, the Queen Califia's Magical Circle sculpture garden, and the Palomar Observatory. In terms of top employers, Escondido is home to a diverse range of businesses, including the Palomar Health Medical Center, the Escondido Union School District, and the City of Escondido itself.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Escondido, CA can benefit from a bank in several ways, such as managing their finances, accessing loans, and investing their money. Specifically, Escondido is a diverse city with a significant Hispanic population, and a bank can offer bilingual services to cater to their needs. Moreover, many residents in the city work in the hospitality and tourism industry, and a bank can provide them with financial solutions to manage their income fluctuations. Additionally, Escondido is prone to natural disasters such as wildfires and earthquakes, and a bank can offer disaster relief funds and insurance to help residents recover from such events. Overall, a bank can play a vital role in supporting the financial stability and growth of the residents of Escondido, CA.

Insurance Broker

Residents of Escondido, CA would greatly benefit from the services of an insurance broker due to the complex and ever-changing nature of insurance policies. With the city being located in an area prone to natural disasters such as wildfires and earthquakes, it is imperative that residents have adequate coverage for their homes and belongings. Additionally, Escondido has a diverse population with varying insurance needs, from small business owners to retirees. An insurance broker can provide personalized guidance and help navigate the often confusing world of insurance, ensuring that residents have the coverage they need at a price they can afford. Furthermore, with the ongoing COVID-19 pandemic, many residents may be seeking health insurance options or looking to adjust their current policies. An insurance broker can assist with these needs and provide peace of mind during these uncertain times.

Retirement Planning

Residents of Escondido, CA could greatly benefit from the expertise of a retirement planner in a myriad of ways. For instance, given Escondido's rapidly growing population of seniors, a retirement planner could help them navigate the complexities of healthcare and insurance options. Additionally, with the city's proximity to several military bases, a retirement planner could assist veterans and their families in maximizing their benefits and planning for long-term care. Furthermore, a retirement planner could provide guidance on how to invest wisely in the local economy, given Escondido's thriving agricultural and tourism industries. Overall, a retirement planner could help residents of Escondido, CA achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Escondido, CA can benefit from the guidance of a financial advisor in various ways. Firstly, the cost of living in Escondido is higher than the national average. A financial advisor can help residents create a budget that fits their lifestyle while still allowing them to save for their future. Secondly, Escondido has a large Hispanic population, and a financial advisor can provide culturally sensitive advice to ensure that language and cultural barriers do not hinder financial success. Additionally, the city has a thriving agricultural industry, and a financial advisor can assist farmers and other agricultural workers in managing their finances and planning for retirement. Finally, Escondido is home to many retirees, and a financial advisor can help them navigate the complexities of Social Security, Medicare, and other retirement benefits. Overall, a financial advisor can provide valuable assistance to the diverse population of Escondido, CA, in achieving their financial goals and securing a stable financial future.

Mortgage Loan Officer

Residents of Escondido, CA can benefit from the services of a mortgage loan officer in numerous ways. With the city's median home value at $469,000, many residents may struggle to secure a mortgage on their own. A mortgage loan officer can help residents navigate the complex and ever-changing mortgage process, from pre-approval to closing. Additionally, Escondido's diverse population and booming economy present unique challenges and opportunities for mortgage applicants. A skilled loan officer can help residents identify the best loan options for their individual financial situations, whether they are first-time homebuyers or seasoned investors. With the help of a mortgage loan officer, residents of Escondido can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Escondido, CA can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help individuals and businesses in Escondido navigate the complex tax laws and regulations that are unique to California. For instance, California has some of the highest state income tax rates in the country, and a tax advisor can help residents in Escondido minimize their tax liability while staying compliant with the law. Moreover, a tax advisor can assist residents in Escondido with tax planning, which involves developing strategies to reduce tax liability in the long term. This is particularly important for individuals and businesses in Escondido, as the cost of living in the city is higher than the national average, and tax planning can help them save money in the long run. Additionally, a tax advisor can help residents in Escondido with tax preparation, ensuring that their tax returns are accurate and filed on time, avoiding penalties and interest charges.

Estate Planning Lawyer

Residents of Escondido, CA can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can help residents in Escondido to create a will or trust that specifies how their assets will be distributed after their death. This is particularly important for residents of Escondido, CA, where the median home value is $497,000, which is higher than the national average. An estate planning lawyer can also help residents to minimize estate taxes, which can be significant in California, where the estate tax rate can be as high as 40%. Additionally, an estate planning lawyer can help residents to establish powers of attorney and healthcare directives, which can ensure that their wishes are respected in the event of incapacitation. With burstiness and complexity, it is clear that the services of an estate planning lawyer can be invaluable for residents of Escondido, CA.

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