Knox Financial

Closed
9120 Spice St
La Mesa, CA 91941

History

Grant Knox founded Knox Financial in 1999 and since then the firm has been serving clients in Southern California and throughout the United States. Before launching his own firm Grant worked as a financial advisor at Morgan Stanely. Grant hold licenses in California Real Estate, Investment Securities, and Life insurance.

Specialties

Knox Financial is an integrated financial services firm offering clients our experience as we strive to provide suitable Investment, Insurance, and Real Estate solutions As investment advisor representatives through SagePoint Financial, our firm provides comprehensive financial planning for the mass affluent. Investment Solutions: stocks & bonds retirement accounts for individuals and small businesses college savings plans annuities fee-based managed accounts mutual funds Insurance solutions: life insurance long-term care insurance Real estate solutions: 1st mortgages 2nd mortgages HELOCS real estate listings

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