GEM Mortgage

Vantedge Wealth Management, located in Carlsbad, CA, specializes in holistic wealth management, offering a comprehensive range of services including financial planning, investment planning, tax planning, estate planning, and retirement income planning. Their dedicated team of financial advisors provides tailored strategies for both individuals and business owners to help manage and grow their wealth effectively. As registered representatives with LPL Financial, Vantedge Wealth Management ensures that their clients receive expert investment advice in compliance with industry regulations. The firm operates as a registered investment advisor and maintains a commitment to delivering integrated financial solutions while operating independently from LPL Financial. Generated from the website

Fitzpatrick Capital, based in Carlsbad, CA, specializes in guiding clients through the mortgage process, offering a range of loan options including FHA, VA, conventional, and reverse mortgages. Their dedicated team prioritizes client education and strives to provide personalized attention throughout each step of buying a home or refinancing a mortgage. Generated from the website

Vantedge, located in Carlsbad, CA, specializes in comprehensive tax compliance and planning strategies tailored to meet the unique objectives of each client. Their expertise extends to individuals, corporations, LLCs, partnerships, estates, and fiduciaries, ensuring that all clients receive personalized and effective tax solutions. Committed to minimizing complexity while promoting growth, Vantedge's tax professionals provide year-round support to develop optimized strategies that align with clients' goals and opportunities. The firm believes that effective tax planning is a continuous process that extends beyond traditional tax season. Generated from the website