Financial Assessment & Solution Tools

Greg Timmons, a financial advisor with the financial services firm Edward Jones, and his branch administrator, Tracy Armstrong are allowing my clients to take advantage of new state-of-the-art financial assessment tools normally reserved for Edward Jones clients only. The technology is an engine to identify and prioritize your financial goals, analyze information, make and implement recommendations and stay on top of progress.  Please contact Greg/Tracy at 619.397.4338 if you would like to take advantage of this offer or email at Greg.Timmons@EdwardJones.com.

Mortgage Questions?

For your personal mortgage, refinancing and housing market questions, a trusted friend and mortgage advisor has allowed me to give you his contact information:  Mason Cirolia of Family Financial Lending has agreed to receive your questions and can be directly reached toll free at 888.478.9990  or email at mason@FamilyFinancialLending.com.

Health and Life Insurance

Robert Sullivan and Associates, a group health and life insurance brokerage service, extends an open offer to help you identify your needs and recommend appropriate solutions and insurance companies.  The continuing changes in Health Insurance and other employment issues are complicated. Should you find yourself in need or even your employer in need of direction in the area of health and life insurance, please contact Bob Sullivan at 619.656.8222 or Robert@sullivaninservices.com.

In the future, this is where to go for tax info, advice, post a question, answer a question and general info regarding the best tax and financial service in San Diego County.