Avon Investment

LPL Financial - Flickinger & Bauchmann is an independent financial advisory firm based in La Mesa, CA, with a branch office in Franklin, TN. Led by Jake, a licensed financial advisor with over 40 years of industry experience, the firm offers personalized wealth management services to clients across 16 states. Their unique investment philosophy focuses on creating conflict-free, fee-based portfolios tailored to individual needs, ensuring clients' best interests are always prioritized. With a team of experienced professionals and a commitment to providing quality services, LPL Financial - Flickinger & Bauchmann strives to deliver comprehensive financial solutions that align with clients' long-term goals. As an independent firm, they offer a personalized approach to wealth management, emphasizing a conflict-free environment and a dedication to minimizing out-of-pocket costs. Clients can trust that their portfolios are managed with expertise and integrity, backed by the firm's extensive experience and commitment to client satisfaction.Generated from the website

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with North Island Credit Union Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the La Mesa, CA area, Stephen H Geribo will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.