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Mahdion Financial & Ins Ctr
- Financial Planner, Insurance Agent
- 9330 Scranton Rd San Diego, CA 92121-7704
- Open ⋅ Closes at 6:00PM
Referral from
Feb 29, 2016
Julie G.:
Anyone specializing in disability insurance?
Alla M.:
Very knowledgable and experienced: R. Xavier Mahdion |Senior Financial Representative | Princor Registered Representative |... Paradigm Group Investments
- Financial Planner, Investment Advisor...
- 6335 Nancy Ridge Dr San Diego, CA 92121
Referral from
Aug 09, 2013
Stefania Z.:
Looking to get my apt. Carpet cleaned under $50 anybody know anyone?
Richard B.:
call this number and refer my name and they will do up to two rooms for free: +1 (858) 558-8037 United First Financial - The Dynamic Payoff Team
Referral from
Aug 12, 2014
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!
Lori Y.:
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... Koala Financial and Bonita Tax Service
- Financial Planner
- 5012 Central Ave, Ste J San Diego, CA 91902-2653
- Open ⋅ Closes at 5:00PM
Referral from
Mar 05, 2018
Margaret V.:
Greetings Point Loma. Does anyone have a referral for a long term financial planner recommendation that can provide a consultation for a...
Jeff J.:
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
Margaret V. asked:
Greetings Point Loma. Does anyone have a referral for a long term financial planner recommendation that can provide a consultation for a business ? Thank u.
Monica S. replied:
Dennis Brewster with Sage Point Financial hang on for phone number.
Monica S. replied:
858 558-2090 i think he is option 2 on the voice message if I recall correctly.
Lisa L. replied:
Ward Gorham at Morgan Stanley
Jenny K. replied:
Highly recommend Perry at Marine Street Financial: http://www.marinestreetfinancial.com/. He is our personal advisor and also manages the 401 k for my husband. Great, smart, trustworthy, honest guy. Tell him the Pletner’s sent ya.
Referral from February 23, 2018
Hillary J. asked:
Does anyone have any advice on finding a financial planner , one who is familiar with our type of work ? Thanks ! :)
Rachel L. replied:
Angi Ursetta might have some insight into that!
Rebecca G. replied:
I think Ariel Gold does that! And if you want a book “The Wealthy Crewmember” is a good start.
Ariel G. replied:
Hilary check out my website at themoneystylist.com and shoot me a quick email. I can refer you to a handful of trusty coaches or financial planners since I’m not taking on new clients currently
Carlie T. replied:
I’ve been with Alejandro Ochoa for years. He works primarily with entertainment industry professionals & small business owners. He listens to your needs/goals & thoroughly explains everything. Highly recommend & enjoy working with him! http://www.mytruewealth.net/p/alejandro-j-ochoa-crpc
Referral from April 1, 2014
Travis Y. asked:
Looking for a good financial planner, if anyone has a good referral it would be much appreciated... Thanks
Michael G. replied:
My friend Steve Doster is based in SD
Arthur A. replied:
David Rae will fix up yo finances! that's fo show! And yes, I do recommend Steve Doster!
Justin A. replied:
Steve Doster Financial Planning for sure!
Referral from May 30, 2015
Jason S. asked:
We need some recommendations to quality people in these industries:
*Bamboo Flooring
*Cleaning Service
*Windows: Sales, washing, & installation.
*Financial...
Stephanie S. replied:
David Nolan does window sales along with solar. He's Josh Perry's brother in law.
Edy M. replied:
Cielo Cloud for credit repair!
Edy M. replied:
Kathy Stephens for financial planner!
Lauren A. replied:
Cielo Cloud
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