Top Three Rated

Best Financial services in CHULA VISTA

3 trusted local Financial Services in Chula Vista, California

Primerica : Robert Allen Mcclinton

690 Otay Lakes Rd Ste 105, Chula Vista, CA
Pincode: 91910
4.2 (10 reviews) Since 1988
Specialties
Financial Needs Analysis Term Life Investments Mortgage Debt Solutions Auto & Home Pre-Paid Legal Identity Theft & Vivint
About Business

Robert Allen McClinton is a Primerica Financial Representative dedicated to helping individuals and families work toward their financial goals through personalized financial guidance. With decades of...

Robert Allen McClinton is a Primerica Financial Representative dedicated to helping individuals and families work toward their financial goals through personalized financial guidance. With decades of experience in the financial services industry, he focuses on providing education and support to help clients make informed decisions about their financial future. Robert McClinton has been associated with Primerica since 1988 and is committed to helping clients build financial confidence through trusted guidance and long-term relationships.

Working Hours
Open Call For Hours
Customer Review
I can’t say enough about Robert Mcclinton. He helped me in the most difficult time in my life when I lost my husband very suddenly. Robert has helped me with so much in past 6 years and he continues to teach me. I have been blessed to have him (Primerica) by my side. I would recommend Robert to anyone.
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Gold Path Investment Group, LLC

2298 Dragonfly St, Chula Vista, CA
Pincode: 91915
4.8 (6 reviews) Since 2023
Specialties
Wealth Management Asset Allocation Active Management Risk Management Portfolio Rebalancing Financial Planning Estate Planning Retirement Planning Cash Flow Planning Tax Planning Education Planning
About Business

Gold Path Investment Group, LLC was founded by Kunal Gupta in 2023. After working in the corporate arena for over a decade, Kunal learned that a large percentage of his colleagues faced challenges in...

Gold Path Investment Group, LLC was founded by Kunal Gupta in 2023. After working in the corporate arena for over a decade, Kunal learned that a large percentage of his colleagues faced challenges in managing short-term financial needs, while also planning for retirement. He became passionate in providing guidance and support to help individuals develop and implement sound financial strategies so they can navigate unexpected emergencies and still live comfortably in retirement. Every client we manage is based on the principles of integrity, respect, and collaboration.

Working Hours
Open Mon - Fri 9:00 am - 8:00 pm Sat & Sun 12:00 pm - 5:00 pm
Customer Review
Working with Kunal Gupta has been a pleasure. He is very smart and an expert in finance. I feel he truly cares about helping us reach our financial goals. He helped me develop a comprehensive financial plan and is managing my retirement portfolio so my wife and me can retire comfortably by the time we are 60. I highly recommend Kunal for any wealth management services.
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Edward Jones : Cesar Padilla

329 Third Ave, Chula Vista, CA
Pincode: 91910
5.0 (3 reviews) Since 1995
Specialties
Account Options Retirement Accounts Brokerage Account Options 529 Plans Banking And Lending Investment Products Stock Selection Bonds CDs And Other Fixed-Income Investments Mutual Funds Exchange-Traded Funds Unit Investment Trusts Donor Advised Funds Wealth Strategies Trust Company Edward Jones Ventures Insurance And Annuities Solutions For Business Owners
About Business

Cesar Padilla is a Financial Advisor with Edward Jones dedicated to helping individuals, families, and businesses work toward their financial goals through personalized guidance and long-term financia...

Cesar Padilla is a Financial Advisor with Edward Jones dedicated to helping individuals, families, and businesses work toward their financial goals through personalized guidance and long-term financial strategies. With a career at Edward Jones since 1995 and CFP® certification, Cesar focuses on building trusted relationships with clients and helping them plan for their financial future. He is committed to understanding each client’s priorities and providing thoughtful guidance to support their financial needs.

Working Hours
Open Mon - Fri 8:30 am - 4:30 pm
Closed Sat & Sun Closed
Customer Review
Very professionals, knowledgeable, excellent guidance always, and great service. 16 years with my trust in them with excellent results!
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