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Mydirect IRA

(50)

Transfers
Self-Directed Ira
Retirement

“I'd spoken with other companies before choosing this one and all I can say is personal attention to your clients and responsiveness is why you are the best.”

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Bret McMillan CPA

(7)

Business Services, Tax Services, Services For Individuals

“They also certainly showed me far more patience than I deserved, as I was in the field or on a trip for way too long at a time and they were still not only professional but also willing to work with me.”

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Starkey Brothers

(3)

Representation, Entity Formation

“My taxes are always done quickly, efficiently and with maximized results.”

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Clarke Financial Services

College Planning, First Meeting, Investments

“Welcome to my website. My website will provide you with information about the services I provide, what my mission is as a financial advisor, News articles, and give you some insight into my experience and skillset.”

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Oceanside Bookkeeper . Com

“I graduated from San Diego State University with my Bachelor of Science Degree in Accounting and have over 20 years of experience working for small businesses and large corporations. Save payroll expenses and office space by not hiring a bookkeeping ...”

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Encore Leasing

“If you or your customer is acquiring new equipment or upgrading or replacing existing equipment, whether your transaction is large or small, complex or simple, an Encore lease financing expert can efficiently provide you with a custom solution that m...”

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Guide My Finances

(3)

Retirement Planning, Financial Planning, Strategic Inheritance 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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IDA Wealth - Intelligence Driven Advisers

(50)

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

(49)

Videos
Call
Wealth

“Mysolo401k made it very easy for me to accomplish my financing goals and have continued to support me with any questions and issues I've had along the way.”

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Debtwave Credit Counseling

(50)

Pre-Bankruptcy Counseling, Credit Counseling, Debt Management

“Thank you Debt Wave for greatly lowering my interest rates and counseling me on the best strategy to pay it off much faster and counseling me on how to build my credit and stay out of debt.”

FAQs

Will a debt management program show up on my credit report?

Some creditors may report that an account is being paid via a debt management program (DMP). However, according to MyFICO.com that notation should not have any impact on your score.

Can I leave accounts off of the debt management program?

The purpose of the debt management program (DMP) is to help you get out of debt, which is why we typically recommend all outstanding debts be placed on the DMP. Leaving an account off the plan may tempt you to continue charging on that account and ultimately see your balance go up instead of down. It is possible to leave an account on the DMP, but we do not recommend it. The only accounts we recommend to leave off the DMP are those that are not eligible due to either being new accounts or those opened under a promotional plan.

Will I have to close my credit card accounts if I enroll in the debt management program?

Yes. In order to be eligible for the debt management program (DMP), as well as achieve your goal of becoming debt-free, your creditors will close your accounts. You will not be able to use those credit cards again which prevents you from creating more debt.

More information can also be found on the FAQ page of our website.

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Pacific Tax & Financial Group

(47)

Rental
Expertise
Organized

“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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Artists Business Management Group - San Diego

(14)

IRS Audit Services, Tax Management, IRS Representation

“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)

Wealth 4 Generations →, Family Protection →, Business Strengtheners →

“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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Trade Genie

(35)

“Trade Genie has been a Great Service and it's more than that, the Education is Awesome and I am up $49,500 this month so far, and I am using about a $20,000 portfolio to produce that Gain.”

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Dark Horse Cpas

(50)

Preparing
Team
Efficient

“Suzi Drennen is the most knowledgeable, conscientious, and responsive CPA I have ever known—which is why I've stayed with her for more than 10 years.”

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Tax and Ledger Professionals

(32)

Team
Attention
Questions

“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.”

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Seaside Wealth Management

(32)

Success
Communication
Confidence

“Brad and his team of professionals have always inspired confidence and financial security in the level of management, investment analysis and detailed presentation they provide.”

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Stone Steps Financial

(27)

Values
Saving
Resources

“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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Krvaric Capital & Risk Management

(1)

Victor Krvaric

“I HIGHLY recommend Tony 💯!”

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O'Reilly Wealth Advisors

(18)

Integrity
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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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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Financial Security Designs

(6)

Expertise

“His service is high quality and professional, and he is always knowledgeable about the latest regulations affectings these benefits- which is so important.”

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Seawise Financial

(21)

Management
Portfolio
Funds

“I have had the pleasure of working with Tim Kenney (Seawise Financial) as my financial advisor for a number of years, and I couldn't be happier with the experience.”

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Andrew Marshall Financial

(1)

Comprehensive Financial Planning, As Needed Financial Advice

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

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Average Cost	$3627
Minimum cost	$1209
Maximum cost	$10277
Avg Per Hour Rates	$363

Best Financial Advisors in Oceanside, CA

The highest-rated Financial Planning & Wealth Management companies out of 100 vetted & reviewed in the Oceanside area.

Mydirect IRA

Bret McMillan CPA

Starkey Brothers

Clarke Financial Services

Oceanside Bookkeeper . Com

Encore Leasing

Guide My Finances

IDA Wealth - Intelligence Driven Advisers

My Solo 401k Financial

Debtwave Credit Counseling

Pacific Tax & Financial Group

Artists Business Management Group - San Diego

Legacy Legal

Trade Genie

Dark Horse Cpas

Tax and Ledger Professionals

Seaside Wealth Management

Stone Steps Financial

Krvaric Capital & Risk Management

O'Reilly Wealth Advisors

Klein Jeffrey CPA

Financial Security Designs

Seawise Financial

Andrew Marshall Financial

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

Why these companies made our list

Wealth Management Advisors near Oceanside

Popular in Oceanside