Guide My Finances
www.guidemyfinances.comWe provide comprehensive full service financial planning at an hourly rate and asset management services. Our financial planning services include a wide range of areas customized to each client's individual needs. Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, tax analysis, stock option planning, restricted stock planning, employee stock plans, college savings planning, and asset allocation. We also provide divorce financial planning services designed to evaluate any current settlement offers, assist parties with financial settlement proposals, provide income available for support analysis, stock division, investment analysis and facilitating division of assets. 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 CA Insurance Lic #0E49845.
Read moreWe provide comprehensive full service financial planning at an hourly rate and asset management services. Our financial planning services include a wide range of areas customized to each client's individual needs. Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, tax analysis, stock option planning, restricted stock planning, employee stock plans, college savings planning, and asset allocation. We also provide divorce financial planning services designed to evaluate any current settlement offers, assist parties with financial settlement proposals, provide income available for support analysis, stock division, investment analysis and facilitating division of assets. 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 CA Insurance Lic #0E49845.
Read moreCountry
State
California
City (Headquarters)
Carlsbad
Employees
1-10
Founded
2008
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Certified Financial Planner - President
Email ****** @****.comPhone (***) ****-****Certified Financial Planner - President
Email ****** @****.comPhone (***) ****-****Director of Financial Planning
Email ****** @****.comPhone (***) ****-****Planning Specialist
Email ****** @****.comPhone (***) ****-****
Technologies
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