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Financial

Carlsbad's 236 financial-services listings include wealth managers, financial planners, and investment advisors serving the city's high-net-worth coastal market.

Financial in Carlsbad

All Financial

Deferred.com (Formerly Plenti Financial)

5.0 (141)

5355 Avenida Encinas #201, Carlsbad, CA 92008

+1 866-442-1031

Verified

IDA Wealth - Intelligence Driven Advisers

5.0 (99)

2792 Gateway Rd, Carlsbad, CA 92009

+1 888-766-0091

Verified

San Diego Tax & Financial Associates

4.9 (266)

5411 Avenida Encinas Suite 180, Carlsbad, CA 92008

+1 760-618-1099

Verified

Brian Holman: Primerica - Financial Services

5.0 (61)

2794 Gateway Rd SUITE 104, Carlsbad, CA 92009

+1 442-464-8310

Verified

Seaside Wealth Management

5.0 (56)

6154 Innovation Way, Carlsbad, CA 92009

+1 760-730-8120

Verified

Western Alliance Bank

5.0 (53)

2760 Gateway Rd, Carlsbad, CA 92009

+1 760-444-8400

Verified

My Solo 401k Financial

4.9 (90)

701 Palomar Airport Rd #300, Carlsbad, CA 92011

+1 800-489-7571

Verified

Artists Business Management Group - San Diego

5.0 (38)

5973 Avenida Encinas STE 200, Carlsbad, CA 92008

+1 760-599-1040

Verified

Foundation Escrow Carlsbad

4.9 (60)

6092 Innovation Way, Carlsbad, CA 92009

+1 760-516-8750

Verified

Birchwood Capital

5.0 (33)

2385 Camino Vida Roble #100, Carlsbad, CA 92011

+1 760-230-3893

Verified

Guide My Finances

5.0 (31)

1265 Carlsbad Village Dr # 201, Carlsbad, CA 92008

+1 760-547-7585

Verified

Trajan Wealth

5.0 (31)

701 Palomar Airport Rd #300, Carlsbad, CA 92011

+1 760-607-4444

Verified

WFG National Title Company

5.0 (28)

2111 Palomar Airport Rd Suite 130, Carlsbad, CA 92011

+1 760-656-2370

Verified

West & Walters Tax and Wealth Management

5.0 (19)

1241 Carlsbad Village Dr #100A, Carlsbad, CA 92008

+1 858-283-7185

Verified

Thunder Funding

4.7 (327)

2433 Impala Dr, Carlsbad, CA 92010

+1 800-240-4140

Verified

O'Reilly Wealth Advisors LLC

5.0 (18)

6221 Paseo Alta Rico, Carlsbad, CA 92009

+1 760-504-6040

Verified

iMerge Financial

4.7 (229)

701 Palomar Airport Rd #300, Carlsbad, CA 92011

+1 855-684-4100

Verified

Brenton Stransky, CFP® - Independence Square Advisors

5.0 (15)

2173 Salk Ave Suite 250, Carlsbad, CA 92008

+1 760-230-3067

Verified

IPX1031: Jordan Phillips

5.0 (14)

1902 Wright Pl Suite 350, Carlsbad, CA 92011

+1 442-287-7239

Verified

Trek Financial - Gavin Schmitt

5.0 (12)

2173 Salk Ave Suite 250, Carlsbad, CA 92008

+1 760-538-5338

Verified

New Venture Escrow

4.7 (75)

5841 Edison Pl #110, Carlsbad, CA 92008

+1 760-444-1144

Verified

Escrow Options Group - Carlsbad

5.0 (11)

5901 Priestly Dr STE 150, Carlsbad, CA 92008

+1 760-607-3240

Verified

WWM Financial

4.8 (24)

2131 Palomar Airport Rd #330, Carlsbad, CA 92011

+1 760-692-5190

Verified

Andrew Marshall Financial, LLC

5.0 (10)

5857 Owens Ave #300, Carlsbad, CA 92008

+1 760-651-6315

Verified

Columbia Bank

5.0 (10)

7690 El Camino Real, Carlsbad, CA 92009

+1 760-635-1770

Verified

GFH Financial

5.0 (9)

5857 Owens Avenue Suite #300 2nd Floor, Unit, Unit 2115, Carlsbad, CA 92008

+1 760-448-6440

Verified

Sterling Global Strategies

5.0 (8)

701 Palomar Airport Rd #300, Carlsbad, CA 92011

+1 760-707-1717

Verified

Meritage Wealth Management - Laryssa Freeman, CFP®

5.0 (7)

5857 Owens Ave #300, Carlsbad, CA 92008

+1 760-602-5091

Verified

Beacon Pointe Advisors

5.0 (6)

5973 Avenida Encinas # 210, Carlsbad, CA 92008

+1 888-756-7568

Verified

Ducerus

5.0 (6)

6790 Embarcadero Ln #100, Carlsbad, CA 92011

+1 760-814-8591

Verified

E3 Coastal Advisors LLP

5.0 (6)

5050 Avenida Encinas #350, Carlsbad, CA 92008

+1 760-431-1755

Verified

Fidelity National Title Company

4.7 (22)

1902 Wright Pl Suite 140, Carlsbad, CA 92008

+1 760-476-3501

Verified

Beacon Retirement Planning Group, Inc.

5.0 (5)

2100 Palomar Airport Rd Suite 214-8, Carlsbad, CA 92011

+1 855-346-2663

Verified

Edward Jones - Financial Advisor: Natalie D Slemp, CEPA®

5.0 (4)

3129 Tiger Run Ct Suite 112, Carlsbad, CA 92010

+1 760-631-2238

Verified

IPX1031 - Investment Property Exchange Services, Inc.

5.0 (4)

1902 Wright Pl Suite 350, Carlsbad, CA 92011

+1 800-327-5347

Verified

Poppy Bank

5.0 (4)

6985 El Camino Real Suite A104, Carlsbad, CA 92009

+1 442-212-1190

Verified

Terry Wealth Management

5.0 (4)

2710 Loker Ave W Suite 220, Carlsbad, CA 92010

+1 760-858-2080

Verified

David Wine: Primerica - Financial Services

5.0 (3)

2231 Faraday Ave #100, Carlsbad, CA 92008

+1 760-730-0151

Verified

DeLegge Wealth Planning

5.0 (3)

2292 Faraday Ave, Carlsbad, CA 92008

+1 760-820-2265

Verified

U.S. Bank Branch

5.0 (3)

7188 Avenida Encinas #120, Carlsbad, CA 92011

+1 760-827-0704

Verified

Ticor Title Company

4.6 (58)

5740 Fleet St Suite 130, Carlsbad, CA 92008

+1 760-602-9442

Verified

Centered Financial

5.0 (2)

701 Palomar Airport Rd #300, Carlsbad, CA 92011

+1 760-542-2354

Verified

City National Bank

5.0 (2)

2011 Palomar Airport Rd Suite 100, Carlsbad, CA 92011

+1 760-918-2140

Verified

Comprehensive Advisor

5.0 (2)

2011 Palomar Airport Rd #302, Carlsbad, CA 92011

+1 760-813-2125

Verified

Edward Jones - Financial Advisor: Darcy I Wolfe, CFP®

5.0 (2)

3129 Tiger Run Ct Ste. 112, Carlsbad, CA 92010

+1 760-727-1008

Verified

Halbert Hargrove Carlsbad

5.0 (2)

5055 Avenida Encinas Suite 100K, Carlsbad, CA 92008

+1 619-232-9600

Verified

Investment Quality Trends

5.0 (2)

2888 Loker Ave E, Carlsbad, CA 92010

+1 866-927-5250

Verified

Lance Silva - Prudential Financial

5.0 (2)

2888 Loker Ave E Suite 322, Carlsbad, CA 92010

+1 760-585-4613

Verified

Morgan Stanley Financial Advisors

5.0 (2)

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4600

Verified

The Financial Team

5.0 (2)

6790 Embarcadero Ln #100, Carlsbad, CA 92011

+1 760-448-2882

Verified

Aro Partners

5.0 (1)

1015 Chestnut Ave STE A3, Carlsbad, CA 92008

+1 760-434-6054

Verified

Bank of America ATM (Drive-thru)

5.0 (1)

645 Carlsbad Village Dr, Carlsbad, CA 92008

+1 844-401-8500

Verified

Bank of America ATM (Drive-thru)

5.0 (1)

2704 Loker Ave W, Carlsbad, CA 92010

+1 844-401-8500

Verified

Coast to Coast Wealth Management - Ameriprise Financial Services, LLC

5.0 (1)

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011

+1 760-929-0776

Verified

Comerica Bank

5.0 (1)

1000 Aviara Pkwy Suite 104, Carlsbad, CA 92009

+1 760-268-1600

Verified

Cornerstone Wealth Advisors

5.0 (1)

1808 Aston Ave STE 150, Carlsbad, CA 92008

+1 760-476-1376

Verified

Finances For Life, LLC

5.0 (1)

5857 Owens Ave #300, Carlsbad, CA 92008

+1 877-335-4110

Verified

Financial Focus

5.0 (1)

1925 Palomar Oaks Way #107, Carlsbad, CA 92008

+1 760-431-3040

Verified

First National Trust Services

5.0 (1)

6120 Paseo Del Norte, Carlsbad, CA 92011

+1 760-448-2136

Verified

Future Family Management LLC

5.0 (1)

2131 Palomar Airport Rd, Carlsbad, CA 92011

+1 760-930-0661

Verified

LPL Financial

5.0 (1)

2385 Camino Vida Roble #212, Carlsbad, CA 92011

+1 760-431-7011

Verified

Market Capital Management, Inc.

5.0 (1)

2906 Roosevelt St, Carlsbad, CA 92008

+1 760-434-3575

Verified

Merrill Lynch Financial Advisor Dana Albert

5.0 (1)

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3138

Verified

Merrill Lynch Financial Advisor Randy Taylor

5.0 (1)

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3135

Verified

Merrill Lynch Wealth Management

5.0 (1)

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3100

Verified

Peer Lending Pro

5.0 (1)

300 Carlsbad Village Dr, Carlsbad, CA 92008

+1 866-998-5648

Verified

Savvy Women Wealth Management

5.0 (1)

2131 Palomar Airport Rd #330, Carlsbad, CA 92011

+1 760-692-5700

Verified

Vistica Wealth Advisors

5.0 (1)

2121 Palomar Airport Rd Suite 160, Carlsbad, CA 92011

+1 760-854-4003

Verified

Wealth Compass Financial

5.0 (1)

5860 Owens Ave STE 150, Carlsbad, CA 92008

+1 760-509-4000

Verified

Wealthrise Financial Planning, LLC

5.0 (1)

5938 Priestly Dr, Carlsbad, CA 92008

+1 760-508-0368

Verified

Wells Fargo Advisors

5.0 (1)

961 Palomar Airport Rd, Carlsbad, CA 92011

+1 442-244-2271

Verified

WestPac® Wealth Partners (Carlsbad)

5.0 (1)

2888 Loker Ave E #219, Carlsbad, CA 92010

+1 760-585-4598

Verified

Edward Jones - Financial Advisor: Matt Leonard, CFP®

4.7 (3)

2121 Palomar Airport Rd Suite 100, Carlsbad, CA 92011

+1 760-438-1037

Verified

Wells Fargo Advisors

4.5 (2)

5800 Armada Dr Suite 300, Carlsbad, CA 92008

+1 760-930-2444

Verified

Mariner

4.0 (1)

5740 Fleet St Suite 140, Carlsbad, CA 92008

+1 760-814-9200

Verified

Rod Oliva - Private Wealth Advisor, Ameriprise Financial Services, LLC

4.4 (5)

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011

+1 760-929-0776

Verified

Morris Wealth Management

4.4 (7)

701 Palomar Airport Rd #300, Carlsbad, CA 92011

+1 760-931-4882

Verified

Banner Bank

4.3 (6)

5901 Priestly Dr Ste 160, Carlsbad, CA 92008

+1 760-448-8300

Verified

California Bank & Trust

4.2 (5)

2501 Palomar Airport Rd, Carlsbad, CA 92011

+1 760-431-4890

Verified

Wells Fargo Bank

4.2 (5)

2520 El Camino Real, Carlsbad, CA 92008

+1 442-286-3822

Verified

California Bank of Commerce

3.7 (3)

3142 Tiger Run Ct Ste 107, Carlsbad, CA 92010

+1 760-599-7044

Verified

Paradigm Investment Group, LLC

3.7 (3)

5315 Avenida Encinas #250, Carlsbad, CA 92008

+1 877-799-7827

Verified

U.S. Bank Branch

3.7 (3)

6988 El Camino Real, Carlsbad, CA 92009

+1 760-827-0774

Verified

U.S. Bank ATM - Carlsbad

3.8 (4)

770 Carlsbad Village Dr, Carlsbad, CA 92008

+1 800-872-2657

Verified

Anchor Bay Capital, Inc.

3.0 (2)

5780 Fleet St #308, Carlsbad, CA 92008

+1 760-602-3470

Verified

ATM 7ELEVEN, INC.

3.0 (2)

1089 Carlsbad Village Dr, Carlsbad, CA 92008

+1 800-627-3999

Verified

Axis Financial Services Inc

3.0 (2)

2774 Gateway Rd # 101, Carlsbad, CA 92009

+1 760-929-6680

Verified

Chase ATM

3.0 (2)

699 Grand Ave, Carlsbad, CA 92008

+1 800-935-9935

Verified

Janean Stripe, CFP® - Lucia Capital Group

3.0 (2)

5900 Pasteur Ct STE 150, Carlsbad, CA 92008

+1 858-726-1061

Verified

Fonte Financial Advisors

1.0 (1)

703 Palomar Airport Rd Suite 240, Carlsbad, CA 92011

+1 858-800-4176

Verified

Pacific Western Bank

1.0 (1)

5900 La Place Ct STE 200, Carlsbad, CA 92008

+1 760-476-5437

Verified

First Citizens Bank

3.9 (11)

6088 Innovation Way, Carlsbad, CA 92009

+1 760-696-9731

Verified

Wells Fargo ATM

2.3 (3)

6961 El Camino Real, Carlsbad, CA 92009

+1 800-869-3557

Verified

Bank of America ATM (Drive-thru)

1.0 (2)

2550 El Camino Real, Carlsbad, CA 92008

+1 844-401-8500

Verified

Comerica Bank

3.5 (8)

2626 El Camino Real Suite C, Carlsbad, CA 92008

+1 760-730-0889

Verified

Sprott Global Resource Investments

3.3 (7)

1910 Palomar Point Way # 200, Carlsbad, CA 92008

+1 800-477-7853

Verified

Chase Bank

3.7 (11)

2663 Gateway Rd, Carlsbad, CA 92009

+1 760-579-0302

Verified

Charles Schwab

3.7 (14)

5796 Armada Dr Ste 175, Carlsbad, CA 92008

+1 760-931-2810

Verified

Bank of America ATM (Drive-thru)

1.8 (4)

7700 El Camino Real, Carlsbad, CA 92009

+1 844-401-8500

Verified

California Bank & Trust

2.5 (6)

675 Carlsbad Village Dr, Carlsbad, CA 92008

+1 760-720-9300

Verified

U.S. Bank Branch

3.9 (26)

770 Carlsbad Village Dr, Carlsbad, CA 92008

+1 760-720-2489

Verified

Chase Bank

3.8 (22)

7176 Avenida Encinas, Carlsbad, CA 92011

+1 760-804-1473

Verified

Banc of California

3.0 (9)

2602 El Camino Real, Carlsbad, CA 92008

+1 760-434-3344

Verified

PNC Bank

3.5 (17)

3231 Camino De Los Coches #110, Carlsbad, CA 92009

+1 760-944-5300

Verified

Bank of America (with Drive-thru ATM)

3.3 (15)

3428 Via Mercato, Carlsbad, CA 92009

+1 760-704-0019

Verified

Wells Fargo Bank

3.2 (17)

3446 Via Mercato, Carlsbad, CA 92009

+1 760-230-4300

Verified

First Solution Financial Services

1.4 (7)

2100 Palomar Airport Rd STE 206, Carlsbad, CA 92011

+1 866-981-3737

Verified

Wells Fargo Bank

3.2 (20)

6961 El Camino Real, Carlsbad, CA 92009

+1 760-929-9947

Verified

Chase Bank

3.2 (25)

6998 El Camino Real, Carlsbad, CA 92009

+1 760-929-2706

Verified

Chase Bank

2.6 (17)

3440 Via Mercato Ste A, Carlsbad, CA 92009

+1 760-795-3932

Verified

Consumers Alliance Processing Corp.

3.6 (60)

2035 Corte Del Nogal Suite 110, Carlsbad, CA 92011

+1 888-533-3016

Verified

Chase Bank

3.1 (33)

699 Grand Ave, Carlsbad, CA 92008

+1 760-729-5927

Verified

Chase Bank

3.0 (30)

2580 El Camino Real, Carlsbad, CA 92008

+1 760-729-0918

Verified

Wells Fargo Bank

2.5 (31)

961 Palomar Airport Rd, Carlsbad, CA 92011

+1 442-244-2771

Verified

Bank of America (with Drive-thru ATM)

2.6 (35)

645 Carlsbad Village Dr, Carlsbad, CA 92008

+1 760-730-2989

Verified

Bank of America (with Drive-thru ATM)

2.5 (33)

2704 Loker Ave W, Carlsbad, CA 92010

+1 760-930-9650

Verified

Duvera Financial Services Inc

1.3 (18)

1910 Palomar Point Way, Carlsbad, CA 92008

+1 818-997-9890

Verified

Bank of America (with Drive-thru ATM)

2.3 (44)

7700 El Camino Real, Carlsbad, CA 92009

+1 760-634-4253

Verified

Bank of America (with Drive-thru ATM)

1.7 (77)

2550 El Camino Real, Carlsbad, CA 92008

+1 760-730-2971

Verified

Adrian P Concepcion - Financial Advisor, Ameriprise Financial Services, LLC

2173 Salk Ave Suite 250, Carlsbad, CA 92008

+1 442-244-2851

Verified

Afick Sharar - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4633

Verified

Aldrich Wealth Advisors

1903 Wright Pl #180, Carlsbad, CA 92008

+1 760-431-8440

Verified

Amy T. Sharp, CFP

2038 Corte Del Nogal, Carlsbad, CA 92011

+1 760-448-5974

Verified

Armada Wealth Management Group - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 833-733-5879

Verified

ATM Machine at Good Company Barbershop

2680 State St, Carlsbad, CA 92008

+1 888-959-2269

Verified

Axxcess Wealth Management, LLC

6005 Hidden Valley Rd, Carlsbad, CA 92011

+1 858-217-5347

Verified

AZCA Financial Group

2888 Loker Ave E #204, Carlsbad, CA 92010

+1 760-603-1212

Verified

Bank of America ATM (Drive-thru)

3428 Via Mercato, Carlsbad, CA 92009

+1 844-401-8500

Verified

Brian Lucewicz - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-602-3503

Verified

BrightPath Debt Solutions

2038 Corte Del Nogal #152, Carlsbad, CA 92011

+1 855-925-3448

Verified

Burns-Blackburn Group

2100 Palomar Airport Rd suite 214-11, Carlsbad, CA 92011

+1 760-456-9526

Verified

California Incentives Group

6790 Embarcadero Ln #100, Carlsbad, CA 92011

+1 760-334-8300

Verified

Carlsbad Wealth Advisory Group

5927 Balfour Ct #207, Carlsbad, CA 92008

+1 760-607-0812

Verified

Charles Brown, MBA, CFP®, CEPA

5800 Armada Dr Suite 100, Carlsbad, CA 92008

+1 858-859-4060

Verified

Chris D Rager - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4695

Verified

Comerica Bank - ATM

1000 Aviara Pkwy Suite 104, Carlsbad, CA 92009

+1 760-268-1600

Verified

Confluence Wealth Management Group - Ameriprise Financial Services, LLC

2173 Salk Ave Suite 250, Carlsbad, CA 92008

+1 442-244-2851

Verified

Core Process Wealth Management

1925 Palomar Oaks Way, Carlsbad, CA 92008

+1 760-710-2220

Verified

Coronado Investment Advisors, LLC

2794 Gateway Rd #115, Carlsbad, CA 92009

+1 619-568-6840

Verified

Costanzo Financial Group

1903 Wright Pl #300, Carlsbad, CA 92008

+1 412-823-4704

Verified

D.A. Davidson

1925 Palomar Oaks Way #300, Carlsbad, CA 92008

+1 760-931-9191

Verified

D.E. Financial Group, LLC

2725 Jefferson St #11, Carlsbad, CA 92008

+1 760-579-6904

Verified

Edward Creed - Financial Advisor, Ameriprise Financial Services, LLC

5927 Balfour Ct STE 207, Carlsbad, CA 92008

+1 760-804-9372

Verified

Edward Jones - Financial Advisor: Kailen Cook

5800 Armada Dr Suite 110, Carlsbad, CA 92008

+1 442-339-6945

Verified

Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA®

2888 Loker Ave E Suite 304, Carlsbad, CA 92010

+1 760-477-7530

Verified

Edward Jones - Financial Advisor: Richard Kelly III

5800 Armada Dr Suite 110, Carlsbad, CA 92008

+1 442-339-6931

Verified

Edward Jones - Financial Advisor: Russell T Fujii

300 Carlsbad Village Dr Suite 119, Carlsbad, CA 92008

+1 760-434-9555

Verified

Edward Jones - Financial Advisor: Terence Seymour, CRPC™

7220 Avenida Encinas Suite 110 A, Carlsbad, CA 92011

+1 760-431-8933

Verified

Edward Jones - Financial Advisor: Victor Manzanilla, CFP®|AAMS®

3129 Tiger Run Ct Ste. 112, Carlsbad, CA 92010

+1 760-734-3744

Verified

Edward Jones - Financial Advisor: Vincent T Alessi, CEPA®|AAMS®|CRPC™

5962 La Place Ct Ste 160, Carlsbad, CA 92008

+1 760-729-8300

Verified

Elizabeth Messick - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4672

Verified

Eric A. Philippart - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-602-3558

Verified

Erik Simmons - Financial Advisor, Ameriprise Financial Services, LLC

2131 Palomar Airport Rd Ste 203, Carlsbad, CA 92011

+1 760-809-8220

Verified

Evan Hennessy - Financial Advisor, Ameriprise Financial Services, LLC

701 Palomar Airport Rd #300, Carlsbad, CA 92011

+1 760-931-4899

Verified

Financial institution

2173 Salk Ave Suite 250, Carlsbad, CA 92008

+1 209-627-8693

Verified

Financial Planning Solutions, Inc.®

2784 Gateway Rd STE 102, Carlsbad, CA 92009

+1 760-929-1180

Verified

First Nations Home Finance: Mark Schultz

2880 Pio Pico Dr, Carlsbad, CA 92008

+1 760-720-4552

Verified

FIT BUSINESS FINANCE

1265 Carlsbad Village Dr, Carlsbad, CA 92008

+1 877-384-8777

Verified

Frank Financial Advisors

2710 Loker Ave W #230, Carlsbad, CA 92010

+1 760-438-3360

Verified

Frank Tirado - Financial Advisor, Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011

+1 760-929-0776

Verified

Gabriel Yanez - Financial Advisor, Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011

+1 760-929-0776

Verified

GenBridge Wealth Management Group - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4600

Verified

GEORGE EBENHACK

2121 Palomar Airport Rd Suite 130, Carlsbad, CA 92011

+1 760-476-3800

Verified

Glenn Plate: Primerica - Financial Services

2231 Faraday Ave #100, Carlsbad, CA 92008

+1 858-565-8877

Verified

Gottlieb Wealth Management

2173 Salk Ave Suite 250, Carlsbad, CA 92008

+1 760-579-7676

Verified

Graystone Consulting - Carlsbad, CA - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-602-3534

Verified

Gregg W. Whelan

2121 Palomar Airport Rd Suite 130, Carlsbad, CA 92011

+1 760-476-3807

Verified

IAA Financial Advisor Danny Kominski

1708 Cannas Ct, Carlsbad, CA 92011

+1 760-809-8455

Verified

IFS

2647 Gateway Rd #105-555, Carlsbad, CA 92009

+1 347-474-0935

Verified

Independent Capital Management, Inc.

5780 Fleet St, Carlsbad, CA 92008

+1 760-804-9696

Verified

Intrepid Wealth Management

5780 Fleet St suite 170 suite 170, Carlsbad, CA 92008

+1 760-804-9704

Verified

Jordan Gales - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-602-3521

Verified

Jose Vicente Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011

+1 760-929-0776

Verified

Landry Financial Inc

1921 Palomar Oaks Way #106, Carlsbad, CA 92008

+1 760-476-1966

Verified

LPL Financial

5927 Balfour Ct STE 101, Carlsbad, CA 92008

+1 760-438-9772

Verified

LTC Financial Partners

2588 El Camino Real, Carlsbad, CA 92008

+1 800-546-4126

Verified

Lucia Capital Group - Carlsbad

5900 Pasteur Ct STE 150, Carlsbad, CA 92008

+1 800-644-1150

Verified

Luma Financial

2888 Loker Ave E #110, Carlsbad, CA 92010

+1 760-203-3440

Verified

Luminate Financial Services

300 Carlsbad Village Dr Suite 216, Carlsbad, CA 92008

+1 760-434-3403

Verified

Marabella Commercial Finance, Inc.

7500 Circulo Sequoia, Carlsbad, CA 92009

+1 760-479-0800

Verified

Mark Buckman

2888 Loker Ave E Ste 317, Carlsbad, CA 92010

+1 760-930-0770

Verified

Marrs Financial Services

6072 Corte Del Cedro, Carlsbad, CA 92011

+1 760-445-9375

Verified

McClure Wealth Management

701 Palomar Airport Rd SUITE 125, Carlsbad, CA 92011

+1 760-607-0611

Verified

Megan Ward, Founder | Financial Planner - Mw Financial & Insurance Solutions

3518 Stockton Pl, Carlsbad, CA 92010

+1 949-463-0606

Verified

Meketa Investment Group

5796 Armada Dr, Carlsbad, CA 92008

+1 760-795-3450

Verified

Merrill Lynch Financial Advisor Damon Skinner

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3120

Verified

Merrill Lynch Financial Advisor Donovan Filpi

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3110

Verified

Merrill Lynch Financial Advisor Dylan Stafford

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3132

Verified

Merrill Lynch Financial Advisor Katie Byrnes

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3108

Verified

Merrill Lynch Financial Advisor Michael Holl

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3121

Verified

Merrill Lynch Financial Advisor Michael Such

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3139

Verified

Merrill Lynch Financial Advisor Sean Mcsweeny

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3112

Verified

Merrill Lynch Financial Advisor Shannon Arballo

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3106

Verified

Merrill Lynch Financial Advisor Shawna Such

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3116

Verified

Merrill Lynch Financial Advisor Solmaz Morales

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3149

Verified

Merrill Lynch Financial Advisor Tassia Taylor

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3119

Verified

Merrill Lynch Financial Advisor Timothy Anema

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3111

Verified

Merrill Lynch Financial Advisor Todd McGraw

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3115

Verified

Merrill Lynch Financial Advisor Tyler Slavin

1000 Aviara Pkwy STE 200, Carlsbad, CA 92011

+1 760-930-3124

Verified

MKT Advisors LLC

2888 Loker Ave E #103, Carlsbad, CA 92010

+1 760-658-8780

Verified

Nationwide Financial Services

1808 Aston Ave # 245, Carlsbad, CA 92008

+1 888-599-0375

Verified

Newcomb Williams Financial Group, Inc.

6842 Embarcadero Ln, Carlsbad, CA 92011

+1 760-860-0222

Verified

Nina B. Nitti - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4629

Verified

Northwestern Mutual

5780 Fleet St Suite 200, Carlsbad, CA 92008

+1 760-795-5250

Verified

Pacific Crest Global Wealth Management

2131 Palomar Airport Rd, Carlsbad, CA 92011

+1 858-755-9192

Verified

Pacific Financial Designs Inc

2111 Palomar Airport Rd #330, Carlsbad, CA 92011

+1 800-733-4487

Verified

park avenue securities

2888 Loker Ave E, Carlsbad, CA 92010

+1 760-585-4008

Verified

PEEK WEALTH

7750 El Camino Real Ste. 2E, Carlsbad, CA 92009

+1 760-705-1200

Verified

Raymond C Corney - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-602-3505

Verified

Raymond James & Associates

5800 Armada Dr Suite 100, Carlsbad, CA 92008

+1 760-683-7523

Verified

Resource ONE - Financial Services AND Securities America Inc

2111 Palomar Airport Rd #260, Carlsbad, CA 92011

+1 760-448-5534

Verified

Retirement Solutions Inc

1808 Aston Ave #120, Carlsbad, CA 92008

+1 760-603-0700

Verified

River Coop - Financial Advisor, Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011

+1 760-929-0776

Verified

Robert Binkowski - Financial Advisor, Ameriprise Financial Services, LLC

2131 Palomar Airport Rd Ste 203, Carlsbad, CA 92011

+1 619-723-9333

Verified

Robert Winston - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-602-3553

Verified

SDCCU ATM: Carlsbad Branch

2530 El Camino Real, Carlsbad, CA 92008

+1 877-732-2848

Verified

Sebastian Hochule - Morgan Stanley Financial Advisor

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4661

Verified

Southwest Community Bank

5650 El Camino Real #130, Carlsbad, CA 92008

+1 760-918-2600

Verified

Stephanie Andra Ratliff: Primerica - Financial Services

2231 Faraday Ave #100, Carlsbad, CA 92008

+1 760-730-0151

Verified

Stifel

5780 Fleet St # 250, Carlsbad, CA 92008

+1 760-804-3400

Verified

Summit Brokerage Services, Inc.

2888 Loker Ave E Ste 317, Carlsbad, CA 92010

+1 760-602-8519

Verified

Tailwind Wealth Advisors

1917 Palomar Oaks Way STE 150, Carlsbad, CA 92008

+1 760-227-6126

Verified

The Carlsbad Group - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4646

Verified

The Sundstedt Wealth Management Group - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4664

Verified

Tom Wills - Thrivent

2173 Salk Ave Suite 250, Carlsbad, CA 92008

+1 760-691-5271

Verified

Tri Counties Bank - San Diego Commercial Banking Center

5780 Fleet St, Carlsbad, CA 92008

+1 760-610-8760

Verified

U.S. Bancorp Advisors - Financial Advisors: Adam Franklin

770 Carlsbad Village Dr, Carlsbad, CA 92008

+1 760-632-3634

Verified

U.S. Bancorp Advisors - Financial Advisors: Carlsbad

7730 El Camino Real, Carlsbad, CA 92009

+1 760-942-2361

Verified

U.S. Bank - Wealth Management Banker: Art Sarkisyan

770 Carlsbad Village Dr, Carlsbad, CA 92008

+1 858-914-7566

Verified

Utkarsh Vasa - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-931-4632

Verified

Vantedge Wealth Management

1921 Palomar Oaks Way #100 A, Carlsbad, CA 92008

+1 760-758-3702

Verified

Wale Advisory Group

5860 Owens Ave #230, Carlsbad, CA 92008

+1 949-364-2602

Verified

Wealth Management Group

2035 Corte Del Nogal, Carlsbad, CA 92011

+1 760-994-4039

Verified

Wells Fargo Advisors

6961 El Camino Real, Carlsbad, CA 92009

+1 760-929-9947

Verified

Wells Fargo Advisors

3446 Via Mercato, Carlsbad, CA 92009

+1 760-230-4300

Verified

Zach French - Morgan Stanley

5796 Armada Dr Suite 200, Carlsbad, CA 92008

+1 760-602-3578

Verified

Explore 236 Carlsbad Financial Listings

Wealth Management & Planning

San Diego Tax & Financial Associates and iMerge Financial anchor the independent advisory market, while multiple Ameriprise Financial advisors operate from the El Camino Real corridor. Thunder Funding serves the small-business lending segment. Related services include 112 accounting and tax firms and 136 insurance providers.

Tax & Investment Services

Deferred.com specializes in 1031 exchange facilitation, reflecting Carlsbad's active real-estate investment market. The financial-services concentration in La Costa and Bressi Ranch office parks parallels the 133 mortgage lenders serving Carlsbad's property transactions. For tax-specific needs, the accounting and tax subcategory covers seasonal filing and year-round bookkeeping.

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