Be Blessed Investments

Clients come to us from all walks of life. Our highly-experienced team helps them navigate and transition confidently through every stage of their financial journey. We're here for you, your family, and your legacy.

SML Advisory, based in San Diego, CA, specializes in personalized financial planning and investment strategies tailored to individual goals. With a focus on empowering clients for a secure retirement, the firm offers services that encompass retirement planning, tax strategies, and investment management. Founded by Shawn Loddy, who has a background in international business and extensive experience in financial services, SML Advisory emphasizes a client-centered approach. The firm aims to help clients navigate their financial futures through expert guidance and customized investment solutions. Generated from the website

LPL Financial in San Diego is the top choice for independent financial advisors seeking investment and business solutions nationwide. With cutting-edge tools, technology, and resources, LPL empowers advisors and their clients to achieve success in the financial realm. Generated from their website's infomation