Balancio Insurance Agency

Root Financial Partners is an independent registered investment advisor based in Solana Beach, CA, offering empathetic financial advice tailored to each client's unique situation. With a focus on human-first financial planning, they provide comprehensive services including retirement planning, investment management, tax planning, estate planning, and insurance review. Their team of knowledgeable advisors works with individuals nationwide, guiding them through a transparent fee structure based on a percentage of managed investments. Root Financial Partners aims to help clients maximize their return on life by taking the complexity out of financial planning and empowering them to feel confident and excited about their financial future.Generated from the website

Goosehead Insurance - Jay Reever in Solana Beach, CA is a local insurance agency that offers a range of insurance products and services to individuals and businesses. With a focus on providing personalized and tailored insurance solutions, Goosehead Insurance - Jay Reever aims to help clients protect what matters most to them. Generated from their business information