Goosehead Insurance - Jay Reever

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

Sam May, located in Solana Beach, CA, is a neighborhood mortgage lender with extensive industry experience and a commitment to guiding clients through the home loan process. Whether clients are first-time homebuyers or seasoned investors, their professional loan experts provide personalized support and a variety of loan options tailored to individual needs. Highly rated by customers, Sam May boasts a 5-star rating on Zillow and an impressive 98% satisfaction rate among clients. Their innovative SNapp Home technology streamlines the mortgage process, allowing clients to manage documentation and receive updates efficiently, ensuring a smooth path to homeownership. Generated from the website