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BEST RATED ESCONDIDO, CA FINANCIAL SERVICES

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. You deserve only the best!

RED Seven Wealth Management - Escondido, CA Financial Services - Professional Team Image
RED Seven Wealth Management - Escondido, CA Financial Services - Client Service Image
RED Seven Wealth Management - Escondido, CA Financial Services - Office Interior Image
Best Financial Services in Escondido CA - RED Seven Wealth Management video
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RED SEVEN WEALTH MANAGEMENT

(4.9 Score)
960 Canterbury Place, Suite 380,
Escondido, CA 92025 Directions

Since 2003

Specialty:

✓Financial Planning ✓Investment Management ✓Income Distribution Planning ✓Risk Management ✓Tax Planning ✓Estate Planning ✓Charitable Giving

“2026 Highlights: RED Seven Wealth Management is a fee-based firm that serves individual clients (primarily those in or near retirement), small business owners, and corporate retirement/pension plan sponsors. They understand that selecting a financial consultant is an important decision. Jerod C. Fenton is the President of RED Seven Wealth Management. He is a Certified Financial Planner™ Professional and Accredited Investment Fiduciary (AIF®). He holds a Life, Health, Disability, and Long Term Care insurance license. RED Seven Wealth Management taking the time to understand you and your unique needs allows them to make fully informed recommendations that result in better financial decisions.”

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License CRD #168542

Price:

Financial Planning Fixed Fees $1,500

Contact:

(760) 705-3520

Mon-Fri: 8am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Rachel A Currington - Escondido, CA Financial Services - Portrait
Rachel A Currington - Escondido, CA Financial Services - Office Image
Best Financial Services in Escondido CA - Rachel A Currington - EDWARD JONES video
7+ YEARS IN TBR
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RACHEL A CURRINGTON

(4.8 Score)
EDWARD JONES 1081 Borden Road, Suite 106,
Escondido, CA 92026 Directions

Since 2015

Specialty:

✓Retirement Income Strategies ✓Retirement Savings Strategies ✓Intergenerational Planning ✓Estate and Legacy Strategies ✓Charitable Giving ✓Portfolio Management ✓Investment Services

“Rachel A Currington has had a successful career as a financial advisor at Edward Jones. 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™ (CFP®) certification in 2024 and the Chartered Retirement Planning Counselor (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. Edward Jones works with you to limit risk and assist you in achieving your goals. Contact them to make an appointment.”

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License CRD #6432474

Price:

Annual Program Fee Upto 1.35%
Annual Platform Fee Upto 0.05%
Annual SMA Manager Fees 0.45%

Contact:

(760) 746-5184

Mon-Fri: 8am - 4:30pm
Sat: By Appointment
Sun: Closed

TBR® Inspection Report:

Maggie Alvarez - Escondido, CA Financial Services - Portrait
Maggie Alvarez - Escondido, CA Financial Services - Company Logo
Best Financial Services in Escondido CA - Maggie Alvarez - PRIMERICA video
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MAGGIE ALVAREZ

(4.8 Score)
PRIMERICA 940 East Valley Parkway, Suite I,
Escondido, CA 92025 Directions

Since 2004

Specialty:

✓Income Protection ✓Retirement Protection ✓Debt Solutions and Education Funding ✓Investments and Savings ✓Term Life Insurance ✓Mortgage Loans ✓Financial Solutions and Security ✓Legal Services and Legal Protection ✓Financial Needs Analysis ✓Comprehensive Strategy

"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 itself 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.

2026 Highlights: Maggie Alvarez is a Life Insurance Representative."

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License #0E93891

Contact:

(760) 593-7009

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TBR® Inspection Report:

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RED SEVEN WEALTH MANAGEMENT REVIEWS

Rosario and John were a pleasure to work with. They took the time to thoroughly understand my goals, asking thoughtful and detailed questions about how I envision my lifestyle and future. Throughout the process, I felt genuinely valued and supported, and it was clear that they truly cared about helping me achieve the best outcome. I highly recommend them to anyone looking for knowledgeable, attentive, and client-focused professionals.

Exceptionally satisfied and pleased with the service provided here at RED Seven. Mr. Scappaticci has a wealth of knowledge and an uncanny ability to explain financial concepts in a way that anyone can understand. He shows an extreme passion and care for your future financial goals. The planning process is detailed, but perfectly crafted to tailor to your individual needs and situations. I would highly recommend to anyone that is just starting on their journey or even someone that is looking to make meaningful improvements to their financial future.

"Five stars! Rosario Scappaticci has been instrumental in helping me prepare for retirement. Thanks to his excellent guidance, I am finally at peace with my financial future. Highly recommended.

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RACHEL A CURRINGTON REVIEWS

Rachel Currington and her team have gone above and beyond to help my husband and me untangle my MIL's estate, consolidate assets, and put together a long-term investment strategy tailored to our goals and needs. She's brilliant and caring---a genuinely nice person---and has a great network of professionals should you need referrals.

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.

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.

MAGGIE ALVAREZ REVIEWS

I had the pleasure of working with Maggie Alvarez and her team at Primerica for my financial planning needs, and I couldn't be more satisfied with the service I received. Maggie took the time to understand my financial goals and provided a personalized investment strategy that fit my needs perfectly.

She did amazing and was so helpful.

TBR® Inspection Score Report

RED SEVEN WEALTH MANAGEMENT Total Inspection Points: 117/120
Acknowledgments: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

RACHEL A CURRINGTON Total Inspection Points: 116/120
Acknowledgments: 8
Experience: 8
Call Inspection: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MAGGIE ALVAREZ Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10