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Cris Financial
also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and

Avier Wealth Advisors
advisory services to individual investors, families and business owners for a fee. We strive Advisors (DFA), women and investing, distribution strategies, concentrated stock positions, fee-only financial and IRA, tax planning, college education planning, stock options, insurance review, and estate planning. The

James Geary, CPA, MBA
Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, ), rollovers, conversions, investments, asset allocation and basic tax strategies. James does not receive any commissions andfinancial industry, including being a CPA, MBA, Real Estate Broker (consultation only), Stockbroker Series 7 License

Setchfield Associates
to serving their investment needs. With a comprehensive strategy covering the thirteen key elements of wealth management in asset management, estate planning, taxes, and alternative investments for accredited investors. For those just starting to save for the future, as

Ross Derrod - Derrod Properties
Derrod Properties has been assisting homeowners and investors with their real estate needs in the San Diego area since providing Winning And Profitable Strategies to help clients conquer the real estate market. Contact Ross today for personalized coaching and

Jason DeMarre
management services for individuals and businesses, with the aim of helping investors improve their investment income. His services include retirement planning and IRAs, estate financial goals. He focuses on creating strategies around taxes, risk management, and asset allocation modeling