Choice Advisors
Choice Advisors is a company that provides tailored advice and resources to help individuals make sound financial decisions. We provide the necessary tools and expertise to help people become more financially secure and build their future. Our team of dedicated professionals are here to assist you in making the best financial choices for your unique situation.
With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
Related Merchants
Financial Resource Advisors the best independent, professional asset management and financial advice
Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.
Palisade Realty
Palisade Realty is dedicated to providing top-notch customer service and representation for buyers and sellers in residential and commercial transactions across San Diego County. We are committed to helping our clients make sound financial decisions by offering quality advice and expertise. Our broker is a HAFA certified short sale and foreclosure specialist, as well as a practicing real estate attorney, so you can trust that you’re in good hands. Our team provides comprehensive services to ensure the best experience possible. From guiding buyers and sellers through all levels of residential and commercial real estate transactions to representing them in investment property deals, we have the knowledge and experience to provide the best outcomes.
Financial Pathways
Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.
Outlook Wealth Advisors
Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.
Austin Jett - AXA Advisors
The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC. AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC. AGE- 98662(12/14)(exp.12/16)
Stewardship
Investment, Insurance, Home Loan, and Real Estate Advisors serving you with wisdom and love. As life progresses, we find ourselves looking to buy a house, weighing different insurance policies, and trying to build wealth for the future. Those things are tough to do correctly when we do not have the proper information. Unfortunately, everybody has seen the consequences of, or experienced themselves, poor financial decision without proper education and guidance: A mortgage with excessive fees or a rate that is not competitive; improper insurance coverage; terrible customer service; poor investment advice; paying too much taxes; just to name a few. These are all financial injustices, and they can easily flood into the rest of our life carrying relationships and marriages downstream with them. When I read about and witnessed these financial injustices, I felt sick. Even now, as I write this and think about these things, my stomach churns. It makes me angry, and I want to stop it wherever I can. It is that passion that is the driving force behind Stewardship.