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Financial Services
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Name
City
InWealth Management
_
6550 Ambrosia Ln., Ste. 1029
Carlsbad
,
CA
92011
Andrew Lippman, CFP®, AIF®
(442) 244-0563
Member Since: 2024
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where my firm comes in. Whether you have significant assets to manage—or if you are just st
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Guide My Finances
_
1265 Carlsbad Village Dr., Ste. 201
Carlsbad
,
CA
92008
Jackie Mazur, CFP CDFA
(760) 547-7585
Member Since: 2017
At Guide My Finances we provide a personalized approach to financial planning. We put your interests first, involve you in creating a financial plan and give you the tools and resources to implement our recommendations on your own.
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Edward Jones (Darcy Wolfe, CFP®, AAMS® Financial Advisor, CA License OC24309)
_
3129 Tiger Run Court, A102
Carlsbad
,
CA
92010
Darcy Wolfe, Financial Advisor
(760) 727-1008
Member Since: 2015
Darcy I Wolfe is an Edward Jones Financial Advisor serving Carlsbad, CA. Get the personal financial advice you need to achieve your goals.
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Coastal Pay
_
2445 Impala Dr.
Carlsbad
,
CA
92010
Travis Chrisman
(888) 266-1715
Member Since: 2023
We are a payment processor that focuses on helping businesses grow. We specialize in setting up integrated payments with excellent customer service.
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Strong Financial Network
_
380 S Melrose Dr., Ste. 211
Vista
,
CA
92028
Christian Chapman
(707) 262-1880
Member Since: 2024
Strong Financial Network's mission is to educate and guide clients to make good financial choices through comprehensive life planning.
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Stifel
_
5780 Fleet St., Ste. 250
Carlsbad
,
CA
92008
Gary Endres
(760) 804-3400
Member Since: 2010
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AZCA Financial Group, LLC
_
2888 Loker Ave. E, Ste. 204
Carlsbad
,
CA
92010
Jay Miars
(760) 603-1212
Welcome to AZCA Financial Group. Let us help you achieve your financial goals, whether it is retiring early, having a college fund for your children, to starting a new business. Whatever your financial goals are, we are confident we can help you achieve
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Edward Jones (Matt Leonard, Financial Advisor)
_
2121 Palomar Airport Rd, Ste. 100
Carlsbad
,
CA
92011
(760) 438-1037
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PEEKWEALTH
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7750 El Camino Real, Ste. 2E
Carlsbad
,
CA
92009
Justin Peek, CFP®, CCFC®, CLTC®, AAMS®
(760) 705-1200
“We want our clients to be happy, genuinely happy in life, as well as with us. We hope they feel as comfortable and open around us in sharing their thoughts, feelings, concerns, and accomplishments as they do with their best friends. And that only comes
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Edward Jones (Alessi Vincent, Financial Advisor)
_
1265 Carlsbad Village Dr., Ste. 220
Carlsbad
,
CA
92008
Vincent Alessi, Financial Advisor
(760) 729-8300
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Coast To Coast Wealth Management | Ameriprise Financial Services, LLC
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2111 Palomar Airport Rd., Ste. 340
Carlsbad
,
CA
92011
River Coop
(760) 929-0776
To achieve your financial goals and preserve your assets — today and tomorrow — it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk manag
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Longhouse Wealth Management
_
187 Calle Magdalena, Ste. 103
Encinitas
,
CA
92024
Dean Ferraro
(760) 642-1100
We provide investment advice and a team of Wall Street veterans to manage your investments.
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Comprehensive Advisor LLC
_
2011 Palomar Airport Rd., Ste. 302
Carlsbad
,
CA
92011
Brett Gottlieb
(760) 813-2125
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Edward Jones (Peter Susic, CFA, CFP® | Financial Advisor)
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2888 Loker Ave E., Ste. 304
Carlsbad
,
CA
92010
Peter Susic
760-477-7530
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Edward Jones (Brett Elliott, Financial Advisor)
_
16935 W Bernardo Dr ., Ste. 224
San Diego
,
CA
92127
Brett Elliott
(858) 385-9122
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Edward Jones (Nicole White, Financial Advisor)
_
236 East Broadway
Vista
,
CA
92084
Nicole White, ChFC®, Financial Advisor
(760) 630-8268
Life Is For Living. Let's Partner Through All Of It. By effectively listening to what is important to you and utilizing an established process, we can partner together to help you achieve your long-term financial goals.
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Payitiv
_
Oceanside
,
CA
92054
Pamela Barron
(949) 466-9715
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Primerica Advisors Carlsbad
_
2231 Faraday Ave., Ste. 100
Carlsbad
,
CA
92008
David Wine
(760) 730-0151
Member Since: 2018
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