Financial Services

Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Alto Financial Group
Alto Financial Group
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Hank SmithHank Smith
Work Phone: (760) 712-7667(760) 712-7667
Member Since: 2023
Offers - Retirement, Insurance, Financial Planning, and Employee & Workplace Benefits
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Stifel - Evan Hennessy
Stifel - Evan Hennessy
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5780 Fleet St., Ste. 250
Carlsbad, CA 92008
Evan HennessyEvan Hennessy
Work Phone: (760) 804-3424(760) 804-3424
(866) 431-2389(866) 431-2389
Member Since: 2015
Securing your family's financial future is important. We listen to your vision. We're honored to help choose what is right for your family.
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Navy Federal Credit Union
Navy Federal Credit Union
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4180 Avenida de la Plata
Oceanside, CA 92056
Jennifer ThoukJennifer Thouk
Work Phone: (888) 842-6328(888) 842-6328
Member Since: 2001
Serving those who serve our country and their families" Army * Marine Corps * Navy * Air Force
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Financial Advisor - Edward Jones, Chad Marentette
Financial Advisor - Edward Jones, Chad Marentette
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804 Pier View Way, Ste. 212
Oceanside, CA 92054 2813
Chad MarentetteChad Marentette
Work Phone: (760) 529-9684(760) 529-9684
Member Since: 2017
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Edward Jones - Heather Bradley, Financial Advisor
Edward Jones - Heather Bradley, Financial Advisor
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910 W San Marcos Blvd., #104
San Marcos, CA 92067
Heather BradleyHeather Bradley
Work Phone: (760) 839-8217(760) 839-8217
Member Since: 2023
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Global Wealth Solutions Group of Raymond James
Global Wealth Solutions Group of Raymond James
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Tanner OrndorffTanner Orndorff
Work Phone: (760) 560-8842(760) 560-8842
Member Since: 2023
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Compass Financial, LLC
Compass Financial, LLC
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Veteran Owned Business
117 Lake Point Drive
Prosperity, SC 29127
Scott SmithScott Smith
Work Phone: (760) 522-1240(760) 522-1240
Member Since: 2020
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North County Financial Associates
North County Financial Associates
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2101 El Camino Real, Ste. 206
Oceanside, CA 92054
Jeff Babcock, CFPJeff Babcock, CFP
Work Phone: (760) 231-5997(760) 231-5997
(800) 729-3568(800) 729-3568
Member Since: 2018
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Edward Jones - Caroline Talebi Financial Advisor
Edward Jones - Caroline Talebi Financial Advisor
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Caroline TalebiCaroline Talebi
Work Phone: (760) 630-8268(760) 630-8268
Member Since: 2023
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Edward Jones - Vincent Alessi, Financial Advisor
Edward Jones - Vincent Alessi, Financial Advisor
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5962 La Place Ct., Ste. 160
Carlsbad, CA 92008
Debra HerreraDebra Herrera
Work Phone: (760) 729-8300(760) 729-8300
Member Since: 2015
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MyPoint Credit Union
MyPoint Credit Union
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2610 El Camino Real, Ste. A
Carlsbad, CA 92008
Victoria ChavezVictoria Chavez
Work Phone: (858) 495-3400(858) 495-3400
(888) 495-3400(888) 495-3400
Member Since: 2023
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Northwestern Mutual - Bo Khamphanthong
Northwestern Mutual - Bo Khamphanthong
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Veteran Owned Business
5780 Fleet St., Ste. 200
Carlsbad, CA 92008
Bo K KhamphanthongBo K Khamphanthong
Work Phone: (760) 795-5250(760) 795-5250
Member Since: 2023
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