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This Accredited Business Directory is a listing of BBB Accredited Financial Planning Consultants in San Diego and Imperial Counties, who have all agreed to a set of high standards in their business practices.
 
BBB Accredited since 2007
Absolute Financial & Insurance Services Inc
100 E San Marcos Blvd #400 San Marcos, CA 92069 (map)
760-481-5819
http://www.assetpros.net
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BBB Accredited since 2007
Aegis Financial Group
1761 Hotel Circle South #280 San Diego, CA 92108 (map)
888-268-7300
http://www.afgllc.biz
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BBB Accredited since 2011
Ascend Wealth Management
Serving San Diego County San Diego, CA 92122 (map)
858-452-1000
http://www.ascendwealthmanagement.com
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BBB Accredited since 2005
Barrett Financial Services Inc
Serving San Diego County Pine Valley, CA 91962 (map)
619-473-8727
http://www.wesbarrett.com
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BBB Accredited since 2010
Be Clutter Free
Serving All of San Diego County San Diego, CA 92120 (map)
619-987-4682
http://www.beclutterfreesr.com
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BBB Accredited since 2008
CalCon Mutual Mortgage Corp
3131 Camino Del Rio N #1680 San Diego, CA 92108 (map)
858-488-3830
http://www.calconmutual.com
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BBB Accredited since 2009
Chris Cooper & Co Inc
2720 5th Ave San Diego, CA 92103 (map)
800-352-7674
http://www.eldercare-advocates.com
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http://www.chriscooper.com
BBB Accredited since 2000
Financial Planning Solutions
2784 Gateway Rd #102 Carlsbad, CA 92009 (map)
760-929-1180
http://www.financialdesign.net
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BBB Accredited since 2008
Financial Solutions Consumer Center
711 Mission Ave #323 Oceanside, CA 92054 (map)
877-564-3328
http://www.fscc1.com
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BBB Accredited since 2010
Fortunate Fields Inc
1010 University Ave # C207 San Diego, CA 92103 (map)
619-220-0375
http://www.fortunatefields.com
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BBB Accredited since 2009
Goodrich Financial Group
16835 West Bernardo Dr #105 San Diego, CA 92127 (map)
858-485-7200
http://www.goodrichfg.com
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BBB Accredited since 2006
Irving Tax & Financial
7171 Alvardo Rd #100A La Mesa, CA 91941 (map)
619-460-7900
http://www.irvingtax.com/
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BBB Accredited since 1997
Irving Tax & Financial
7171 Alvarado Rd #100A La Mesa, CA 91942 (map)
760-744-7433
http://www.irvingtax.com/
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BBB Accredited since 2009
Krvaric Capital
16935 W. Bernardo Dr San Diego, CA 92127 (map)
858-451-9700
http://www.krvariccapital.com
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BBB Accredited since 2008
Living Benefits Inc
1319 Stratford Ct Del Mar, CA 92014 (map)
800-431-6965
http://www.livingbenefitsinc.com
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BBB Accredited since 2011
Nationwide Financial Center, LLC
6390 Greenwich Dr #140 San Diego, CA 92122 (map)
800-901-3550
http://www.nationwidefinancialcenter.com
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BBB Accredited since 2010
Pacific Wealth Insurance Solutions LLC
5752 Oberlin Dr #106 San Diego, CA 92121 (map)
619-549-8740
http://www.pacwealthins.com
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BBB Accredited since 2005
Preservation Financial and Insurance Services Inc
9775 Businesspark Ave #160 San Diego, CA 92131 (map)
800-303-8754
http://www.preservationfinancial.net
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BBB Accredited since 2007
Pure Financial Advisors Inc
3131 Camino Del Rio N #1550 San Diego, CA 92108 (map)
619-814-4100
http://www.purefinancial.com
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BBB Accredited since 2011
Reilly Financial Advisors, LLC
7777 Alvarado Rd #116 La Mesa, CA 91941 (map)
619-698-0794
http://www.rfadvisors.com
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BBB Accredited since 2011
Reyes Financial Architecture Inc
4365 Executive Dr #250 San Diego, CA 92121 (map)
858-597-1966
http://www.reyesplan.com
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BBB Accredited since 2006
Sage Capital Advisors
5672 La Jolla Blvd La Jolla, CA 92037 (map)
858-459-0172
http://www.sage-cap.com/
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BBB Accredited since 2008
Scripps Tax & Financial Group
9909 Mira Mesa Blvd #230 San Diego, CA 92131 (map)
858-271-1488
http://www.scrippstax.com
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BBB Accredited since 2008
The Financial Team Inc
6005 Hidden Valley Rd #105 Carlsbad, CA 92011 (map)
760-448-2882
http://www.thefinancialteam.com
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BBB Accredited since 2010
Thomas Trax, CEP
8313 La Mesa Blvd La Mesa, CA 91941 (map)
619-462-3400
http://www.thomastrax.com
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BBB Accredited since 2006
Total Wealth Management LLC
8880 Rio San Diego Dr #350 San Diego, CA 92108 (map)
619-704-1500
http://www.totalwealthmanagement.net
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BBB Accredited since 2011
UBS Financial Services Inc
600 W Broadway #2000 San Diego, CA 92101 (map)
619-557-4899
http://www.ubs.com
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BBB Accredited since 2011
Vaccaro Consulting LLC
Serving San Diego County San Diego, CA 92129 (map)
858-945-8230
http://www.amgfinancial.us
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