Company Description

Guide My Finances is a full service financial planning firm offering a variety of services including:

Flat Fee Financial Planning
Personal Retirement Planning
Corporate Retirement Planning
College Planning
Life Insurance & Risk Management
Disability Insurance
Long-Term Care Insurance
Investment Management

For more information about Guide My Finances, visit www.GuideMyFinances.com


Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. Additional advisory services offered through Guide My Finances. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Jaclyn Mazur CAInsurance Lic #0E49845

Photos & Videos

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12 photos

License

Lic #0E49845

Products & Services

Budgeting ,   Financial planning and investment management ,   Wealth management ,   Financial advice ,   Retirement planning ,   Additional advisory services offered through Guide My Finances ,   investment management ,   investment advisory services ,   college savings ,   Money management ,   Long-Term Care Insurance ,   Life Insurance & Risk Management ,   Hedge funds ,   insurance planning ,   Financial advice and guidance ,   Securities offered through Osaic Financial Services, Inc. ,   College Planning ,   Estate Planning ,   Investment Strategies ,   Risk management ,   Flat Fee Financial Planning ,   Cryptocurrency investing ,   Financial planning ,   Stock brokerage services ,   Tax Planning and Preparation ,   Real estate investing ,   Private equity ,   Corporate Retirement Planning ,   Disability Insurance ,   Retirement savings ,   Savings plans ,   Tax Planning ,   Personal Retirement Planning  

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Guide My Finances

Address:
6120 Paseo Del Norte l2 Carlsbad, CA
Phone:
(760) 547-7585
Email:
info@guidemyfinances.com
Social:

Open Hours

  • Monday08:30AM - 05:00PM
  • Tuesday08:30AM - 05:00PM
  • Wednesday08:30AM - 05:00PM
  • Thursday08:30AM - 05:00PM
  • Friday08:30AM - 05:00PM
  • Sat, SunClosed