PRIMERICA
690 Otay Lakes Road, Suite 120, Chula Vista, CA 91914 DIRECTIONS
Since 2002
Here’s The Deal:
Primerica Financial Services is one of the best financial services established in 2002. Primerica uses its complimentary, confidential, and customized financial needs analysis (FNA) to help clients understand where they are financially and map out a program to achieve their goals. They take an educational approach and offer financial tools to help their clients reach their goals. They adjust your investment plan and model selection to accommodate changing requirements. Their distribution model uniquely positions them to reach underserved middle-income consumers cost-effectively and has proven itself in favorable and challenging economic environments.
SPECIALTY:
Term Life Insurance, Financial Needs Analysis, Risk Tolerance, Long Term Care, Variable Annuities, 401K, 403B and 457B Plan, Managed Account, Mutual Funds, Exchange Traded Funds, Investments & Savings
TBR® Inspection Report:
RYAN S KINNEY
900 Lane Avenue, Suite 110, Chula Vista, CA 91914 DIRECTIONS
Since 2014
Here’s The Deal:
Ryan S Kinney has been a financial advisor with Edward Jones since 2014. They serve on their regional leadership team as a field trainer and the level leader for level one and two financial advisors. Edward Jones serves your retirement savings strategy, so you have more options when you retire, regardless of your choice. They provide highly personalized service. They might be commission-based, fee-based, fee-only, or a combination of approaches. All aspects of their business are aligned to help them better understand and meet their client's unique goals and needs. Contact them to request an appointment.
SPECIALTY:
EDWARD JONES - Retirement Income Strategies, Social Security, Traditional and Roth IRA, Wealth Management, Estate, Financial, Legacy and College Savings Planning, Insurance & Annuities
TBR® Inspection Report:
WELLS FARGO ADVISORS
880 Canarios Court, Suite 200, Chula Vista, CA 91910 DIRECTIONS
Here’s The Deal:
Wells Fargo Advisors Chula Vista is one of the financial service firms. Their team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. Their goal is to provide superior client service. They believe a long-term relationship is built on the trust earned through integrity, hard work, and service. They have access to a broad array of company resources, including research analysts and economic and market experts who help them make informed investment recommendations based on your needs.
SPECIALTY:
Succession, Retirement Income, Retirement and Estate Planning, Wealth Management, Annuities, Life Insurance, Mutual Funds, Exit Strategies, Bonds, Employee Benefit Plans and Packages, Retirement Savings Plans, Business Services, Key Person Insurance, IRA Strategies Education Funding & 529 Plans