The Financial Team

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5740 Fleet St Ste 120
Carlsbad, CA 92008
+1 (760) 448-2882
https://thefinancialteam.com

The Financial Team, located in Carlsbad, CA, is dedicated to building trusting relationships through a foundation of curiosity, compassion, creativity, and collaboration. Their multi-disciplinary team of experts, including Certified Financial Planners, attorneys, CPAs, and various financial professionals, works to evaluate clients' needs across multiple areas of life.

With a commitment to helping clients navigate their financial choices confidently, The Financial Team focuses on providing a consistent and safe environment for reimagining life's possibilities. Their sole mission is the success and well-being of their clients, ensuring a comprehensive approach to financial planning and wealth strategies.

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5.03 reviews
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Wendy M.
8/2/2021

Not that The Financial Team needs a review but I must share. I am a Trustee for my Mother's Trust, my Mom managed to raise 6 children, worked for Kaiser optical until she retired, saved every...

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Stacy G.
12/1/2021

We are long time clients of The Financial team, and are happy to recommend their services. We are so trusting of them that we had our elderly mother in law move her investments over to The...

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Lynn P.
8/28/2010

For many years I did my own investments because I didn't feel comfortable with anyone else and I also had the time to keep an eye on the market, etc. As I got older, I lost interest in the market...

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