san diego california guide

Financial Advisors - Services

San Diego, California

Listings and directory of financial advisors and companies providing consulting, investment and other financial services in the San Diego California area.

AIG Financial Advisors, Inc.
Andy Knutson, Branch Manager, Antonio (Tony) Savarese, Financial Advisor - AIG Financial Advisors, Inc. Member AIG Advisor Group. Andy Knutson and Tony Savarese have joined forces to better serve their clientele.  Their combined expertise covers over 40 years of experience. Andy entered the securities business in 1992, after a 22-year career as a Naval Officer. He has been with AIG Advisors Group since 1994, is the Branch Manager of an AIG La Mesa office, and is a corporate Registered Investment Advisor. Tony spent his formative years in Europe, attending some Grade School, High School and University in a variety of countries before receiving his Master’s Degree in International Management from Thunderbird in GlendaleArizona. 

Shortly thereafter (1977), he began his career in the Financial Services Industry as one of the youngest brokers in the Coachella Valley. Address: 8278 University Avenue, La Mesa, CA 91941. Phone: (619) 465-5442; Branch Office Number - Andy (858) 605-0895; FAX: (619) 465-5459 | Email: aknutson@aigfinancialadvisor.com .

Ameriprise Financial Services Inc - "Simplifying your financial life, solving financial problems". Certifed Fianancial Planner (CFP) and CSA (certified to advise seniors). Complete Financial Advisory and Planning Firm. I help my clients achieve what they value most in their lives by simplifying their financial life and solving their problems. Address: 5927 Balfour Court, Suite 207, Carlsbad, CA | Phone: (760) 804-9364

Fidelity Investments - Online Trading, IRAs, ETFs
There are three Investor Centers near downtown San Diego. 1.) 7676 Hazard Center Drive, Suite 210, San Diego, CA 92108 | Phone: 800-635-0472 | 2.) 11943 El Camino Real, Suite 120, San Diego, CA 92130 | Phone: 800-987-1344 | 3.) 16656 Bernardo Center Drive, Rancho Bernardo, CA 92128 | Phone: 800-622-0554 | https://www.fidelity.com/

Michael J. Lucia & Associates
Securities and Investment Advisory Services offered through H. Beck, Inc., a registered broker-dealer, SEC-registered investment advisor and member FINRA / SIPC. None of the companies listed on this website are subsidiaries or affiliates with H. Beck, Inc. Michael J. Lucia & Associates, 13400 Sabre Springs Parkway Suite 250, San Diego, CA 92128. TEL: (858) 668-3400; FAX: (858) 668-3456; email: mlucia@luciafinancial.com | www.luciafinancial.com/

Pacific Pension Designs, Inc. - "Qualified" Pension and Profit Sharing Plans. Clifford D. Oshier, President. Address: 4655 Ruffner Street, Suite 210, San Diego, CA 92111-2226. Phone: (858) 974-4990; Fax: (858) 974-4986.

Scottrade - More broker for your money - Since the Internet emerged as a platform for online trading, Scottrade has taken advantage of new technologies to advance the stock trading process for our customers. http://www.scottrade.com/

Western Financial Advisors - "Helping you make smart choices about your money". My clients come first. I speak in plain English, not in confusing financial terms. I tend to work with people who are not sophisticated investors. Address: 6020 Cornerstone Court West, Suite 240, San Diego , CA 92121 | Phone: (858) 677-0377 | Fax: (858) 677-0479 | http://www.wfpsecurities.com/



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jat-02oct10-02oct11-sdcg - Last Revision - 19 March 2011 - jat
San Diego California Guide, San Diego, California