Rachel A Currington has been serving as a financial advisor at Edward Jones in Escondido, California, since 2015. With a Bachelor of Science degree from Heriot-Watt University in Edinburgh, Rachel provides comprehensive financial services to clients. Her passion lies in guiding individuals through the retirement planning process through candid conversations covering topics such as investments, social security, healthcare, and estate planning. Edward Jones is committed to providing its clients with financial advisors who can support them throughout their lives, adapting to their changing needs. Their investment strategy focuses on quality investments that align with clients' long-term goals. They suggest building a diverse portfolio with investments that perform differently over time to manage risk and achieve desired outcomes. To schedule an appointment, don't hesitate to get in touch with them.
3 Best Financial Services in Escondido, CA
Expert recommended Top 3 Financial Services in Escondido, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
RACHEL A CURRINGTON - EDWARD JONES REVIEWS
Rachel is very caring and extremely intelligent. She gives you very clear financial planning options and is clearly all about helping her clients. No matter where you are financially Rachel will help get you going the right way.
We work with seniors and I am very selective about recommending anyone to help with financial matters, but I have been so impressed with the level of customer service that Rachel provides. She is a person of high integrity and has excellent communication skills!
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Kerby Financial Services is renowned for its exceptional financial services located in Escondido. Alan Kerby is the President of Kerby Financial Services, who brings over 25 years of experience in the financial and accounting industry. The team of professionals at Kerby Financial Services is committed to putting your financial success at the forefront of your priorities. They work with clients to identify their retirement and legacy aspirations and offer personalized financial planning, investment, and estate preservation strategies. Their approach involves utilizing various tools to maximize potential returns while managing risks. They offer tailored financial solutions that are designed to meet each client's unique needs, goals, and dreams. With their guidance, clients can rest assured that their families will be well provided for. They provide their clients with financial peace of mind by fulfilling their financial goals and desires.
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KERBY FINANCIAL SERVICES REVIEWS
Quality & Integrity in Taxes & sound financial advice. Customer of many years. The Best.
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Martinez & Winter is a renowned financial service provider based in Escondido, California. Manuel E. Martinez is the Founder and Senior Associate of Martinez & Winter, who has been in the financial services industry since 1976. The firm is known for its unwavering commitment to honesty, integrity, and design. They utilize a team of professionals to create and implement financial strategies that help clients achieve their financial goals and provide them with peace of mind. Additionally, they offer well-structured insurance strategies. Working closely with clients, they develop tailored techniques to fulfill their specific financial needs. Feel free to contact them for a no-obligation consultation.
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MARTINEZ & WINTER REVIEWS
Martinez and Winter Financial Team is the best! Service with integrity and honesty is at the core! Our family is blessed to work with this team. Thank you!
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