3 Best Financial Services in Oceanside, CA

“Matt Rose is a financial advisor at First Command Financial Advisors. Matt Rose is committed to helping his clients consistently make intelligent and informed financial decisions. He believes in the opportunity to make a real difference in people's lives. He builds long-term relationships with his clients and serves as their financial coach. As a First Command Financial Advisor, he helps you set specific and meaningful goals aligned with your values. In addition, Matt Rose provides you with a comprehensive and personalized plan for effectively pursuing your financial needs. First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families.”

“Dale M. Maas is a financial advisor at Edward Jones. He focuses on providing wealth strategies to families and small business owners. His clients trust him to help them navigate significant life events. Dale M. Maas wants to understand what is most important to you. He specializes in establishing strong relationships and integrating personalized strategies to help you achieve your financial goals. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise. Edward Jones' financial advisors support clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve. Their team is here to help you achieve your goals, and it all begins with a conversation, so give them a call soon.”

“Clarke Financial Services, Inc. aims to create a financial plan that will help you achieve all of your financial goals. Brett Clarke has been a financial advisor since 2004. He holds Series 7 and 66 securities licenses. Brett became a CTEC/IRS licensed tax preparer in 2005. In 2018, he passed the three Special Enrollment Exams with the IRS to become an enrolled agent. As their relationship grows, Clarke Financial Services, Inc. will seek to provide you with ongoing education about your financial plan so you have a better understanding of it and feel confident. Clarke Financial Services' ongoing review of your project will help keep you focused on achieving your financial goals.”