Wealth & Wisdom Partners

Founded in 1991, LMT has built a solid reputation in the financial industry through its innovative approach to insurance, retirement planning, and investments. Originally part of Promark Financial, the San Diego branch has established itself as a successful organization partnering with top-rated carriers to provide clients with exceptional service and products. LMT focuses on serving the baby boomer demographic while also prioritizing middle America, offering a diverse range of financial solutions from investments to indexed annuities. With a Registered Investment Advisor on their team, they are equipped to make unbiased recommendations and optimize client portfolios beyond the scope of traditional insurance agents. Generated from the website

Celeste Financial Group is a financial planning and investment advisory firm that helps clients in San Diego, CA achieve their financial goals. The firm's experienced advisors work with each client to create a personalized financial plan that meets their unique needs and circumstances. Celeste Financial Group offers a wide range of financial services, including financial planning, investment strategies, retirement strategies, insurance & protection, estate & legacy planning, and education planning.

Massmutual in San Diego, CA is a financial services company that offers a range of products and services to help individuals and businesses with their financial planning needs. With a focus on insurance, retirement planning, and investment solutions, Massmutual aims to provide clients with the tools and resources necessary to achieve their financial goals. Generated from their business information