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Trade Genie
- Educational
- Price
- Trading
“I have moved on in my style of trading over time, but I will always be grateful for the genie that granted my first wish of becoming a full time trader :-).”
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
- Meeting
- Retirement
- 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
Fee Based Advisory Program, Wealth Management, Comprehensive Financial Planning
“Was with big “wire houses” for asset management and financial planning for years but realized that I was getting “cookie cutter” service because I didn't have $10 million+ with them.”
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Longhouse Wealth Management
“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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Jim Lee Financial
“Jim Lee has been a solid part of our financial plans ever since, always ready and willing to provide sound advice and expert assistance as our needs have changed.”
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The Law Offices of Joseph Adelizzi
“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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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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Hodges James P
“Born and raised in North San Diego County, Jim attended California State University San Marcos, graduating with a Bachelor of Science Degree in Accounting. Jim began his career in the tax business in 1982 with his family's Pa...”
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Wittenberg Financial & Insurance Services
“Being 26 years old and with a background of not having much financial success in my family, I really needed some help with the little money I had.”
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Carla Campbell CPA CFP
“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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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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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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Canter Companies
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Aloha Wealth Partners
“Risk Disclosure: Alternative investment products, including real estate investments, notes and debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may i...”
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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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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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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
Investment Management, Divorce Financial Planning, Personal 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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O'Reilly Wealth Advisors
- 401k
- Goals
“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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Artists Business Management Group - San Diego
IRS Audit Services, Tax Management, IRS Representation
“Larry and his amazing crew make my life so much better!”
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My Solo 401k Financial
- Information
- Business
- Team
“He and the compliance team are always accessible, responses are always prompt, and service is frankly much more thorough than you would expect for the cost.”
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Legacy Legal
Incorporation & Corp Entity Formation →, Estate Planning →, IRS Representation →
“Even when I was helping my grandmother through that tough time in 2000 right after my grandfather passed away, Rich was there to guide her, warmly and intelligently.”
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Imerge Financial
- Questions
- Application
- Loan
“Tyler helped me apply for the loan and walked me through each step as well as called me a few times after I received the money to make sure everything was going well and if I had any questions.”
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Pacific Tax & Financial Group
- Information
- Questions
- Team
“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.”
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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