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My Solo 401k Financial

(49)

IRA
Pricing
Wealth

“So far, I have only invested through my brokerage account, but the Solo 401(k) plans often allow for a wide range of investment options, including real estate, private loans, and precious metals, in addition to traditional stocks and bonds”

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Artists Business Management Group - San Diego

(14)

Team
Office
Financial

“With over 20 years in business and dealing with 3 different CPA's, I commend ABMG for being our final and best Accounting and Tax Preparation team for last 8 years.”

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Legacy Legal

(9)

Knowledge
Skills
Trust

“We have been extremely happy dealing with Rich and Marcelle and would recommend their services to anyone interested in quality tax and estate planning services.”

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Seaside Wealth Management

(32)

Goals
Education
Confidence

“They listen attentively, take lots of notes, and provide you with advice, strategies, and planning that are uniquely tailored to your financial situation and goals.”

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O'Reilly Wealth Advisors

(18)

Integrity
Goals
401k

“He also is on top of the market fluctuations and will rebalance your investments to keep on preforming to the best possible situation to reach your goal.”

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Klein Jeffrey CPA

(9)

“Jeff is fastidious about details, extremely knowledgeable about current tax laws and IRS codes, business formation and accounting and is always available to answer questions year round.”

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The 24 firms listed for Carlsbad, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Carlsbad, CA

All 24 firms we list here are in Carlsbad itself. We have 65 firms in Carlsbad on file; this page shows the highest-rated 24. 21 of the firms on this page have a rating, from 4.9 to 5.0 across 243 reviews; 1 has 50 or more reviews. The topics that come up most in reviews of the firms on this page are "communication", "expertise" and "knowledge". The services the firms on this page list most often on their websites are divorce financial planning (2), investment management (2) and retirement planning (2). 6 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 48 years. 2 offer payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 20 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Carlsbad offer a free first meeting?

3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Wellspring Divorce Advisors

(7)

Financial

“We were a same sex couple which is new territory to all involved, but Justin was level headed, took our case seriously, and supplied accurate numbers and options for me.”

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Andrew Marshall Financial

(1)

“There was no rushing during the initial zoom meeting, and same for the in-person meeting.”

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Brenton Stransky, CFP - Independence Square Advisors

(14)

Concepts
Intelligent
Portfolio

“Brent suggested products that had growth potential to keep up with inflation but were guaranteed to protect the original investment amount with a protection clause.”

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Vistica Wealth Advisors

(1)

“I have had the pleasure of working very closely with the Visticas for several years now and not once have I been disappointed.”

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Guide My Finances

(3)

“Jackie continues to help us put together our financial plan and has given us the insight to feel confident in our short term and long term financial decisions.”

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Birchwood Capital

(16)

Future
Patient
Resources

“Stephen has not only given me wise counsel, he has shown me great compassion, patience and understanding as together we navigated waters that were very new to me.”

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Financial Focus

(1)

“Not only have they been in contact with me during the good times but also when the market is not doing well.”

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Meritage Wealth Management

(5)

Portfolio
Retirement
Guide

“She has taken the time to get to know us as individuals and as family which has enabled her to anticipate our needs, challenges and adjust accordingly.”

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(1)

“Brett and his caring staff are conscientious, detail-oriented, and professional.”

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White Nelson Diehl Evans

(1)

“I have referred CPA David Forman and his staff to numerous clients and they all still use him-even though some of these folks have moved out out of state and even overseas.”

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Financial Planning Solutions

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Stone Beacon Capital

“Stone Beacon Capital is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest qualit...”

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E3 Coastal Advisors

(4)

“He always answered my calls, was either busy or out of office at appropriate times because I understand he is busy, and he communicated through email consistently, a great format for communication.”

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Average Cost	$3541
Minimum cost	$1181
Maximum cost	$10032
Avg Per Hour Rates	$355

Best Financial Advisors in Carlsbad, CA

My Solo 401k Financial

Artists Business Management Group - San Diego

Legacy Legal

Seaside Wealth Management

O'Reilly Wealth Advisors

Klein Jeffrey CPA

Area overview: Carlsbad, CA

Wellspring Divorce Advisors

Andrew Marshall Financial

Brenton Stransky, CFP - Independence Square Advisors

Vistica Wealth Advisors

Guide My Finances

Birchwood Capital

Financial Focus

Meritage Wealth Management

Retirement Solutions

GFH Financial

White Bookkeeping & Business Management

Brightpath Debt Solutions

The Financial Team

Comprehensive Advisor

White Nelson Diehl Evans

Financial Planning Solutions

Stone Beacon Capital

E3 Coastal Advisors

Retirement Planning and Investment Management Services in Carlsbad, CA Cost Estimates

Why these companies made our list

Financial Advisors near Carlsbad

Popular in Carlsbad