La Mesa, CA Financial Advisors and Resources



Financial Advisor Firms in La Mesa, CA


PETIX & BOTTE FINANCIAL

Website

(619) 698-6500

7777 Alvarado Road
Suite 520
La Mesa, CA 91942

SEC#: 801-79597
Years in Business: 7 years

BLUE SUMMIT WEALTH MANAGEMENT

Website

(619) 698-4330

9001 Grossmont Blvd
#718
La Mesa, CA 91941

SEC#: 801-117302
Years in Business: 2 years

ALPHA & OMEGA

Website

(619) 462-7812

8580 La Mesa Blvd Ste 100

La Mesa, CA 91942

SEC#: 801-45517
Years in Business: 27 years

DAVIS & SEILEY WEALTH MANAGEMENT, INC.

Website

(619) 697-2684

5400 Connecticut Avenue
Suite 100
La Mesa, CA 91942

SEC#: 801-110157
Years in Business: 4 years

REILLY FINANCIAL ADVISORS

Website

(619) 698-0794

7777 Alvarado Road, Suite 116

La Mesa, CA 91942

SEC#: 801-56721
Years in Business: 22 years

CPR INVESTMENTS INC

Website

(760) 787-9800

5712 Baltimore Drive
#469
La Mesa, CA 91942

SEC#: 801-112038
Years in Business: 3 years

TELOS CAPITAL MANAGEMENT, INC.

Website

(619) 469-7012

4103 S. Tropico Drive

La Mesa, CA 91941

SEC#: 801-69837
Years in Business: 12 years


How Retirement-Friendly is La Mesa, CA?

  • Population: 59,556
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $542,900
  • Average Monthly Housing Cost: $1,601
  • Average Household Income: $83,669
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


La Mesa, CA Financial Advisor FAQs

Online reviews can give insight into other people's experiences with an individual. In addition, finding out if someone has been working in the industry for long enough can provide reassurance that he/she knows what they're doing and will look after your interests.
It is very important to consult with a qualified expert when considering your financial situation. There are many aspects of life that affect finances, and you may not be aware of them.
Financial advisors can vary greatly in price, with some charging on an hourly basis while others may charge on a flat fee.
We help people plan for their future financial situations by creating strategies that are personalized to each client's needs and goals.