Best Financial Advisors in Escondido, CA

The highest-rated Financial Planning & Wealth Management companies out of 150 vetted & reviewed in the Escondido area.

Debtwave Credit Counseling

Debtwave Credit Counseling

(50)
Pre-Bankruptcy Counseling, Debt Management, Credit Coaching
“It's nice dealing with an organization you can trust verse everyone trying to take advantage of you with overpriced consolidation loans or loans with high AP Rs.”
In Business Since 2013
1835A S Centre City Pkwy #508, Escondido, CA
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Tax and Ledger Professionals

Tax and Ledger Professionals

(32)
  • Preparing
  • Patient
  • Team
“This place is great peter has helped me for decades and has been with me since I made hardly any money all the way through many tax brackets a home and a family.”
In Business Since 1990
365 W 2nd Ave Suite 202, Escondido, CA
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RG Alliance Group

RG Alliance Group

(6)
  • Number
  • Accounting
  • Team
“I couldn't imagine a better team by our side to make sure our financials are in great shape, our team is happy with how their salaries are being processes, and our tax consultant is happy, with the number he gets ready for further processing.”
In Business Since 2014
140 W 3rd Ave, Escondido, CA
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Endependence Financial

Endependence Financial

“Insurance products are offered through the insurance business Endependence Financial. Endependence Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment A...”
500 La Terraza Blvd, Escondido, CA
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Martinez & Winter

Martinez & Winter

(1)
“Service with integrity and honesty is at the core!”
In Business Since 2005
325 W 3rd Ave, Escondido, CA
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Kerby Financial Services

Kerby Financial Services

(1)
Financial Planning
“Quality & Integrity in Taxes & sound financial advice.”
333 S Juniper St, Escondido, CA
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Wollman Wealth Designs

Wollman Wealth Designs

“Living in Carlsbad, California, has provided a cooler coastal environment and proximity to my workplace. My family has significantly impacted my career, with my husband being my greatest supporter and cheerleader. Working alongside my father, I appre...”
In Business Since 1983
144 S Grape St, Escondido, CA
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Covenant Capital Solutions

Covenant Capital Solutions

“At Covenant Capital Solutions, our short-term bridge loans provide quick and flexible financing solutions, closing within 5-7 days. Enjoy competitive rates ranging from 8% to 10% with just 1 point. We finance a wide range of property types, including...”
Free Initial Consultation
In Business Since 2020
350 W 9th Ave, Escondido, CA
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John E. Richardson, Jr. Cpa, CFP

John E. Richardson, Jr. Cpa, CFP

“Many individuals have no financial plan, have a plan buried in a file somewhere, or have a plan prepared by someone who really did not focus on their goals. At RED Seven, we provide financial planning, investment management, and a consultative relati...”
In Business Since 2011
960 Canterbury Pl, Escondido, CA
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CMB Wealth Solutions

CMB Wealth Solutions

“When you are planning for retirement — or for other major life events like getting married, buying a house or sending your children to college — you need the same kind of roadmap to get from where you are today to where you'd like to be.”
Licensed
In Business Since 2017
500 La Terraza Blvd #150, Escondido, CA
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Retirementdna

Retirementdna

“Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member”
In Business Since 2004
533 S Vinewood St, Escondido, CA
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Dirk A. Reschly, CPA

Dirk A. Reschly, CPA

Why Quickbooks, Strategic Business Planning, Quicktuneup
“Important Message - The IRS and the Franchise Tax Board have extended the payment and income tax filing deadline to October 16th, 2023 due to the January 8th presidential national disaster declaration for San Diego, as well as many other California c...”
Transparent Fees & Pricing
Accepts Check
In Business Since 2007
230 E 4th Ave, Escondido, CA 92025
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Todd Financial Group

Todd Financial Group

Services, Services
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Todd Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.”
In Business Since 1998
260 W Crest St ste e, Escondido, CA
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First Then Insurance & Financial Services

First Then Insurance & Financial Services

“We believe everyone can benefit from professional advice. As your advocate, we help you make informed financial decisions so that you and your loved ones may live a more fulfilling life. Our personal and professional experience has motivated us to su...”
In Business Since 2018
350 W 9th Ave, Escondido, CA
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Guide My Finances

Guide My Finances

(3)
Strategic Inheritance Planning, Retirement Planning, Divorce 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.”
Accepts All Major Credit Cards
CFP Certified
In Business Since 2009
6120 Paseo Del Norte l2, Carlsbad, CA
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IDA Wealth - Intelligence Driven Advisers

IDA Wealth - Intelligence Driven Advisers

(50)
Investment Management, Financial Planning, Tax Planning
“Moreover, Thomas's role in IDA's portfolio management team and investment committee ensures that my investments are always aligned with the latest market trends and insights.”
Transparent Fees & Pricing
In Business Since 2018
2792 Gateway Rd, Carlsbad, CA
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My Solo 401k Financial

My Solo 401k Financial

(49)
  • Competitive
  • Pricing
  • Call
“I've done quite a few complex or uncommon things with my Solo401k plan, and they have yet to make a mistake (I don't expect them to be perfect because they are human, which makes their track record even more impressive).”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2011
701 Palomar Airport Rd #300, Carlsbad, CA
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Practicecfo

Practicecfo

(50)
  • Information
  • Success
  • Accounting
“It's so easy to just get caught in the day-to-day grind of dentistry, so it's such a relief knowing that my Practice CFO team is looking months, years, decades down the road for me and my family.”
Transparent Fees & Pricing
In Business Since 2012
13400 Sabre Springs Pkwy #255, San Diego, CA
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Pacific Tax & Financial Group

Pacific Tax & Financial Group

(47)
  • Investments
  • Turbo Tax
  • Expertise
“So glad we did because Darren explained everything that he was doing in detail (unlike H & R Block) and we learned a lot about our rental property and much more.”
Coupons & Offers
In Business Since 2002
955 Boardwalk STE 203, San Marcos, CA
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Ipsan West

Ipsan West

(50)
Change: Debt Arbitration Process, Challenge: Dispute Credit Report, Conquer: Credit Consultation
“The Ipsan West team is helping me with some credit issues I have, they have been very thorough, up front with everything and made the whole process very easy to deal with!!!”
Free Initial Consultation
In Business Since 2009
12707 High Bluff Dr # 200, San Diego, CA
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PTM Financial

PTM Financial

(7)
  • Communication
  • Security
  • Partnership
“James is very proactive with regular communication to explain worrisome market trends; that has provided us the peace of mind necessary to fully enjoy retirement.”
Coupons & Offers
In Business Since 2022
12348 High Bluff Dr Suite 240, San Diego, CA
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The Options Lady

The Options Lady

(42)
Neutral Divorce Financial Analysis, Mediation Money Mentor, Divorce Financial Planning
“Laurie helped me think about the numbers in a very logical way, and not only gave me invaluable advice as it pertains to my divorce settlement, she is now helping me invest my money and build a strong portfolio.”
In Business Since 2012
3814 Quarter Mile Dr, San Diego, CA
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Artists Business Management Group - San Diego

Artists Business Management Group - San Diego

(14)
IRS Audit Services, IRS Representation, Tax Management
“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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 1984
5973 Avenida Encinas STE 200, Carlsbad, CA
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Mydirect IRA

Mydirect IRA

(50)
  • Call
  • Real Estate
  • Self-Directed Ira
“I would like to express my gratitude for the exceptional experience I have had with My Direct IRA both as a customer and through my interactions with the company overall.”
In Business Since 2019
4167 Avenida De La Plata Ste #101, Oceanside, CA
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Retirement Planning and Investment Management Services in Escondido, CA Cost Estimates

Minimum cost
$1203
Maximum cost
$10219
National Average
$3607
Avg Per Hour Rates
$361
$2405
$6613
Typical price range is based on 510 cost profiles
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Average Cost $3607
Minimum cost $1203
Maximum cost $10219
Avg Per Hour Rates $361

Typical range $2405 to $6613 is based on 510 cost profiles.

Why these companies made our list

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