Point Asset Management Inc

Myers Financial Group Inc. is a registered investment advisory firm located in Ramona, California, specializing in transitional planning and financial services for the older generation. They primarily serve clients in their sixties, seventies, and eighties, offering compassionate support during significant life transitions, such as the loss of a spouse or other major changes. With a focus on clarity and understanding, Myers Financial Group collaborates closely with clients' estate planning attorneys, certified public accountants, and family members to provide comprehensive financial care. Their commitment to a fee-only investment advisory model ensures that clients receive unbiased advice tailored to their unique needs. Generated from the website

H5 Financial, a DBA of C2 Financial, operates in Ramona, CA, specializing in mortgage services tailored for home purchases, refinancing, and building new homes. Led by experienced loan officers, including Branch Manager Shelly Heimer, the team is committed to providing personalized service and expert financial advice to help clients navigate various financing options. The company emphasizes customer satisfaction by ensuring clients make informed choices for their families, backed by a range of decision-making tools and secure online applications. H5 Financial is licensed to operate in California and adheres to equal opportunity lending practices, with a focus on delivering exceptional mortgage services. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. William Clark is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Ramona, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.