Alan J Grossman, AGT - Advisors With D A Davidson

The Lehman Group, located in Carlsbad, CA, specializes in mortgage planning, distinguishing themselves from traditional lenders by focusing on comprehensive financial strategies rather than merely securing a loan. Their services include a detailed mortgage needs analysis, a complete mortgage plan presentation, and proactive support throughout the purchasing process, ensuring clients find the best financing fit for their financial goals. Committed to ongoing mortgage management, The Lehman Group aims to maintain alignment between clients' loans and their overall financial plans even after closing. Their client-centric approach has garnered positive feedback, with many satisfied customers highlighting the educational support and personalized advice they received throughout their home-buying journey. Generated from the website

John Vreeburg - Crowell Weedon & Co. in Carlsbad, CA is a financial solutions and management company with multiple locations across California. They specialize in stock brokerage, money management, retirement strategies, financial planning, mutual funds, account protection, investment advice, and annuities. The office in Carlsbad offers a wide range of services for individuals, families, and businesses, providing comprehensive financial solutions tailored to meet the unique needs of their clients. Generated from their available business information