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Trade Genie
“Trade Genie the service is absolutely wonderful, and Noshee The president of Trade Genie is absolutely a wonderful human being and beautiful soul wanting to help people financially.”
Best Financial Advisors in Encinitas, CA
The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Encinitas area.
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Stone Steps Financial
- Sales
- Saving
- Goals
“If you have any angst or any confusion about your financial state and how to achieve your goals please take some time to meet with Stone Steps Financial.”
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Solomon Wealth Management
Service List, Fee Based Advisory Program, Wealth Management
“Not just AUM, but also trading fees while my portfolio was not reflecting the growth the market was experiencing.”
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Jim Lee Financial
“From the moment she answers your phone call, her friendliness shines through and then the competence stuns you because it's extremely rare in this day and age to find someone like her!!!”
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Longhouse Wealth Management
- Investment
- Phone
“I especially appreciated their pro-active nature in managing my portfolio when COVID hit and were quick to contact me regarding reinvesting funds to avoid some of the market impact.”
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Independent Wealth Solutions
- Success
- Retirement
- Education
“I will also be going back to them once I get my Masters in Special Education because they are great at setting up teachers with financial tips and retirement benefits.”
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Lifetime Financial Advisors
Your Biggest Obstacles, Your Financial Goals, Your Greatest Ambitions
“They are easy to work with and informed on the latest regulations and monetary changes to keep your finances growing.”
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Campbell Wealth Advisors
“What separates her from most others in her field is the aforementioned fiduciary responsibility -- which means she puts the client's interest before her own -- and her expertise with taxes and financial planning.”
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Cooper Capital Group
“Active and tactical money management through stock selection coupled with mutual funds and ETFs that are monitored, screened and scrutinized, as we strive for the highest performance with the lowest comparable expenses possible.”
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Security Planning Group
- Trust
“After my parents passed away, I realized how important it was to get this taken care of so that someday my kids did not have to go through the situation my siblings and I did.”
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Gemini Strategies
“Gemini Finance partners financial, operational, and logistics expertise with entrepreneurs to increase revenue and profits by converting opportunity into reality. We take a holistic approach to each client's business, offering both short term and lon...”
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McCaffery Reserve Consulting - Reserve Studies
“Reserve Study for Condominiums and HOAs. Reserve studies are done in San Diego, CA, Los Angeles, Orange County, Riverside, Las Vegas, Denver and Hawaii.”
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Cross-Search
“Planning a broker dealer transition can be sensitive. The due-diligence process, timing and preparation are all steps in the process that are best performed in a strategic, confidential manner. We understand these steps because it's all we do. Having...”
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Wealth Management Associates
“After serving our clients for over 18 years, we have retired... After serving our clients for over 18 years, we have retired... After serving our clients for over 18 years, we have retired...”
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Guide My Finances
Stock Compensation Strategy, Retirement Planning, Financial Planning
“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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Canter Wealth
- Questions
- Retirement
- Team
“Our conversation went on for over an hour and Luke was able to present a simple and effective plan that catered to my needs, introducing me to concepts I had not heard of before.”
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IDA Wealth - Intelligence Driven Advisers
Investment Management, Wealth Management, Financial Planning
“Rob is very knowledgeable and presents general information as well as our personal information in a concise manner giving clear explanations to any questions posed.”
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My Solo 401k Financial
- IRA
- Call
- Team
“The experience has been flawless, from educating and guiding through the options for the account, approach to different transactions, all the way through to filing required IRS reports.”
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Practicecfo
- Tax
- Accounting
- Team
“Practice CFO knows their craft well and continually provides applicable, impactful counsel for not just accounting and bookkeeping, but for many aspects related to practice success.”
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Debtwave Credit Counseling
Pre-Bankruptcy Counseling, Credit Counseling, Debt Management
“Debt Wave has been so helpful and have helped me reduce my credit card debt by reducing the interest rate on the credit cards and helped me save years of payments.”
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Pacific Tax & Financial Group
- Information
- Expertise
- Questions
“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”
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Accredited Debt Relief
- Credit Card Debt
- Weight
- Program
“They took the time to explain everything in detail, answered all questions directly and without corporate doublespeak, and never made me feel hurried throughout the process.”
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Business Broker Rita Barbato the A List Group
- Communication
- Buyer
- Sell
“I had the pleasure of working with Rita to sell my business, and I cannot speak highly enough of her professionalism, expertise, and dedication throughout the process.”
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Ipsan West
Change: Debt Arbitration Process, Check: Credit Report Analysis, Challenge: Dispute Credit Report
“Only within 30 days Bill and his Team have fixed the majority of my issues, granted I know it goes case by case but for me it has been an awesome experience.”
Retirement Planning and Investment Management Services in Encinitas, CA Cost Estimates
Minimum cost
$1081
Maximum cost
$9188
National Average
$3243
Avg Per Hour Rates
$325
$2162
$5945
Typical price range is based on
301 cost profiles
Why these companies made our list
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