Daly Brook

Massmutual in San Diego, CA is a financial services company that offers a range of products and services to help individuals and businesses with their financial planning needs. With a focus on insurance, retirement planning, and investment solutions, Massmutual aims to provide clients with the tools and resources necessary to achieve their financial goals. Generated from their business information

Westland Financial Services, based in San Diego, CA, is a company dedicated to supporting financial professionals in enhancing their client relationships. They offer a range of products including life insurance, annuities, long-term care options, disability insurance, and Medicare supplement insurance. With a focus on empowering financial advisors, Westland Financial Services provides tools like Term Quote Tool, Annuity Search Tool, and Underwriting Tips and Tools to streamline the process for professionals. They also offer marketing resources such as lead generation strategies, client-approved videos, and custom flyers to help advisors grow their businesses. Committed to their mission of enabling financial professionals to make a meaningful impact on their clients' lives, Westland Financial Services strives to provide valuable support, training, and resources to their partners. By prioritizing excellence in service and products, they aim to foster strong, lasting relationships within the financial industry. Generated from the website content

Bionic Capital Wealth Management is a San Diego-based financial firm that combines digital efficiency with personalized advice to provide strategic investment solutions. With ultra-low fees ranging from 0.33 to 0.57 annually, Bionic Capital offers investment strategies from top asset managers in the world, including treasury and CD portfolios, actively managed ETFs, and Bionic portfolios designed for clients with existing portfolios. As a fiduciary, Bionic Capital always prioritizes client interests and utilizes state-of-the-art technology to automate trading and rebalancing. With over 25 years of experience in the wealth management field, owner-manager Dean Erickson, CFA, leads a team of experts who work with clients to determine their risk tolerance profile and recommend specific investment strategies. Bionic Capital accepts various types of accounts, including individual or joint accounts, 401ks, IRAs, and personal trusts, and engages 55ip, a JPMorgan company, to manage tax-smart ETF portfolios at no extra charge. The firm also offers low-cost, managed variable annuities from Nationwide for high-net-worth clients seeking tax-deferral options.Generated from the website