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Financial Planners in San Diego, CA

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  • 1.

    Mahdion Financial & Ins Ctr

    • 9330 Scranton Rd San Diego, CA 92121-7704
    • Closed ⋅ Opens at 9:00AM
    9.5
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (858) 450-2965
    Referral from Feb 29, 2016
     
    Business reviewer avatar
    Julie G.:
    Anyone specializing in disability insurance?
    Business reviewer avatar
    Very knowledgable and experienced: R. Xavier Mahdion |Senior Financial Representative | Princor Registered Representative |...
  • 2.

    Paradigm Group Investments

    • 6335 Nancy Ridge Dr San Diego, CA 92121
    9.4
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (858) 558-8037
    Referral from Aug 09, 2013
     
    Business reviewer avatar
    Stefania Z.:
    Looking to get my apt. Carpet cleaned under $50 anybody know anyone?
    Business reviewer avatar
    call this number and refer my name and they will do up to two rooms for free: +1 (858) 558-8037
  • 3.

    United First Financial - The Dynamic Payoff Team

    • 6864 Hyde Park Dr San Diego, CA 92119
    9.3
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (619) 787-4222
    Referral from Aug 12, 2014
     
    Business reviewer avatar
    Tammi H.:
    Looking for a financial planner/advisor to help us get our finances in order (college and kids getting older is way too expensive!
    Business reviewer avatar
    Hi Tammi I highly recommend Bonnie Clark she's local here in Temecula and her number is 619-787-4222... I'm doing everything through her...
  • 4.

    Koala Financial and Bonita Tax Service

    • 5012 Central Ave, Ste J San Diego, CA 91902-2653
    • Closed ⋅ Opens at 1:00PM
    9.2
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (619) 475-5542
    Referral from Mar 05, 2018
     
    Business reviewer avatar
    Margaret V.:
    Greetings Point Loma. Does anyone have a referral for a long term financial planner recommendation that can provide a consultation for a...
    Business reviewer avatar
    https://www.facebook.com/176327929134975 Koala Financial and Bonita Tax Service
  • Frequently Mentioned on Social Media
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  • Referral from March 5, 2018
    5.0
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  • Referral from February 23, 2018
    5.0
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  • Referral from April 1, 2014
    5.0
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  • Referral from May 30, 2015
    5.0
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  • See all 9 results within 15 miles of San Diego, CA
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