3 Best Financial Services in Escondido, CA

“Rachel A. Currington has had a successful career as a financial advisor at Edward Jones, using her expertise to help clients achieve their financial goals. Dedicated to her local community and firm, she has lived in North County, San Diego, since 2001 and has been with Edward Jones since 2015. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2024 and the CRPC™ designation in 2020. Rachel A Currington serves as a key leader for Edward Jones in the San Diego North region, ensuring the newest advisors in the area have the resources and support they need. She and her team recommend building a portfolio with investments that perform differently over time. They work with you to limit risk and assist you in achieving your goals. Contact them to make an appointment.”

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“Maggie Alvarez is Primerica's regional vice president and VP of Operations. She became a Primerica financial advisor because she wanted to help her neighbors, the residents of Escondido, and the surrounding communities with their financial and life goals through a personalized investment strategy. Maggie Alvarez places the highest importance on delivering value and peace to her clients. The team at Primerica prides themselves on providing excellent customer service to each person who walks through their office doors. They strive to treat each customer with respect and integrity. They welcome Escondido residents to call or visit their office to see how they can help them achieve their financial goals and dreams.”

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“Endependence Financial stands out as an independent financial planner. Tyler Jones serving as the founder and Financial Advisor. He focuses on helping Americans break free from the shackles of their 9-5 paychecks. He specializes in crafting retirement income plans centered on principal protection, tax optimization, and reliable income streams. His expertise in this area is well-known. At Endependence Financial, the team is driven by the belief that you deserve to live out the retirement of your dreams. They have dedicated their lives to assisting clients in designing and executing successful financial strategies to achieve their goals. Whether you seek guidance to navigate every step of your retirement journey or require assistance developing tailored strategies to meet your financial needs, Endependence Financial is here to support you every step.”

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