CLARKE FINANCIAL SERVICES, INC.
3720 Oceanic Way, Suite 208, Oceanside, CA 92056
Since 2004
Investment Management, Business, Retirement and College Planning, Retirement Income Maximization, Risk Tolerance, 401K’s, SEP and Roth IRA's, Tax Planning, Preparation and Representation, Risk Management & Estate Planning
Specializes in various types of retirement plans ● Offer a wide range of securities and investment products that suit a variety of different time horizons
TBR® Inspection Report
CHAD MARENTETTE
804 Pier View Way, Suite 212, Oceanside, CA 92054
Since 2015
EDWARD JONES - Portfolio Reviews, Social Security, Retirement Savings and Income Strategies, Traditional and Roth IRA, College Savings, Insurance & Annuities
Focuses on long-term investment strategies and solutions ● They serve the financial needs of individual investors of all ages and financial means
TBR® Inspection Report
RUSS JACOBS
5256 South Mission Road, Suite 301, Bonsall, Oceanside, CA 92003
Since 2007
AMERIPRISE FINANCIAL, INC. - Tax and Financial Planning Strategies, Individual or Business Retirement Plans, Traditional and Roth IRA, SEP and Simple IRA, Defined Benefit, Profit Sharing, and 401K Planning, Wealth Preservation Strategies, Family Finances, Retirement Account Rollovers, Annuities & Life Insurance
Expertise in retirement income strategies and small business ● Provides Retirement plan distributions and estate planning strategies ● 12.6 miles from downtown of Oceanside