Repp Gartner Financial

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

John Hancock is a trusted provider of life insurance, investment, and retirement advice, committed to offering innovative solutions to help individuals achieve their financial goals. With a focus on personalized guidance and support, John Hancock empowers clients to take control of their financial future and start their journey towards financial security today. Generated from their website's infomation