John Hancock

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

Amwins Group in San Diego, CA, is a company that specializes in providing insurance solutions to individuals and businesses. With a focus on risk management and coverage options, Amwins Group offers a range of insurance products to meet the diverse needs of its clients. Generated from their business information