Wealth Management Group

Founded in 1982, Finance 500 is a registered, independent brokerage firm that provides investment products and financial services. The firm operates through a staff of more than 75 representatives. It maintains over 15 offices. Finance 500 operates fixed income department that sells bank certificates of deposit. The firm offers executive-deferred compensation coverage, hedge funds, and fixed and indexed annuities. It provides market making services for corporate and institutional accounts, as well as individual and accredited investors. It also offers asset and cash management services. Finance 500 provides stock maximizing options for business enterprises. The firm offers online compliance support, audit, advisory and exception reporting services. It provides floor and retail brokerage services.

Fletcher Financial, Inc. is an experienced insurance intermediary based in Carlsbad, CA, specializing in facilitating fair and reasonable transactions between buyers and sellers in the insurance industry. With a focus on insurance mergers and acquisitions, reinsurance solutions, and capital surplus alternatives, they provide clients with different perspectives and competitive strategies to ensure success throughout the M&A process. With over three decades of experience and expertise, Fletcher Consulting Services, a division of Fletcher Financial, offers additional resources to companies or individuals looking to enter the insurance marketspace. Their extensive market contacts and industry knowledge allow them to identify growth opportunities, assist with corporate goal setting, recommend talent for executive teams and board members, and provide fronting options.Generated from the website

Carlsbad Wealth Advisory Group is an independent, fee-only, registered investment advisory firm located in Carlsbad, serving San Diego North County families, business owners, and professionals. Specializing in unbiased Investment Management and Financial Planning, they provide truly independent services to help clients achieve their financial goals. Generated from their website's infomation