First One Financial

Wealth Legacy Group, Inc., based in San Diego, CA, is a trusted advisory firm led by R. J. Kelly, a Registered Investment Advisor with over 30 years of experience specializing in comprehensive planning for successful individuals and their families. With a focus on integrated planning and proven results, Wealth Legacy Group offers a holistic approach to financial and legacy planning, helping clients achieve clarity, prioritize goals, and navigate the challenges of business and life with confidence and peace of mind.Generated from the website

World Financial Group, a transamerica company based in San Diego, CA, has been providing financial security solutions for over 20 years. Their licensed agents offer tailored strategies for life insurance, retirement planning, and wealth building to help individuals and families achieve financial independence. With a focus on creating a better quality of life for clients, World Financial Group offers a deep product portfolio of insurance and financial services from highly rated providers. Their turnkey business platform allows individuals to build their own financial services business on their terms, providing flexibility and the opportunity to grow as desired. Generated from the website