WELLS FARGO ADVISORS
880 Canarios Court, Suite 200, Chula Vista, CA 91910
Since 1782
Business Services, Succession, Retirement Income, Retirement and Estate Planning, Wealth Management, Annuities, Life Insurance, Mutual Funds, Business Exit Strategies, Bonds, Employee Benefit Plans and Packages, Retirement Savings Plans, Key Person Insurance, IRA Strategies Education Funding & 529 Plans
Focus on investment advice ● They have access to a broad array of company resources includes research analysts and economic and market experts who help them make informed recommendations based on your needs ● Offer you a wide range of services, from selecting individual investments
License #0A00308
TBR® Inspection Report
PRIMERICA
690 Otay Lakes Road, Suite 120, Chula Vista, CA 91914
Since 2002
Term Life Insurance, Financial Needs Analysis, Managed Account, Mutual Funds, Exchange Traded Funds, Risk Tolerance, Long Term Care, Variable Annuities, 401K, 403B and 457B Plan, Investments & Savings
They teach people how money works, because they believe a solid financial knowledge foundation is the key to making healthy money choices ● To help main street families save and invest for their short-term and long-term goals
TBR® Inspection Report
RYAN S KINNEY
900 Lane Avenue, Suite 110, Chula Vista, CA 91914
Since 2014
EDWARD JONES - Retirement Income Strategies, Social Security, Traditional and Roth IRA, Wealth Management, Estate, Legacy and College Savings Planning, Insurance & Annuities
Also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do ● All aspects of their business are aligned to help them better understand and meet their clients and provide highly personalized service