Investment Services locations near Santee, CA

Showing 1–10 of 10 results

This page indexes 10 investment services listings for Santee, CA, covering 5 ZIP codes. Details on this page were last refreshed Oct 2026.

Edward Jones - Financial Advisor: Miten V Ganatra

📍 2664 Fletcher Pkwy, El Cajon, CA, 92020

📞 619-461-0567

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Morgan Stanley

📍 5464 Grossmont Cntr Dr Ste 200 Ste 200, La Mesa, CA, 91942

📞 619-668-4300

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Grossmont Escrow Co.

📍 7870 El Cajon Blvd, La Mesa, CA, 91942

📞 619-469-2181

With the increasing complexity of business, law and tax structures, it takes a trained professional to supervise major transactions. We are a full service, licensed, independent escrow company governed by the Department of Corporations and are equipped to partner with you no matter your escrow transaction needs. We have earned a reputation for integrity, expertise, outstanding customer care and are committed to providing excellent service to every client. You can visit our website or reach us at (619) 469-2181 to speak with an experienced escrow agent today!

Edward Jones - Financial Advisor: Bob Shultz

📍 7877 Parkway Dr Suite 2a Ste 2a, La Mesa, CA, 91942

📞 619-698-6688

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Jesse D Sikorski

📍 8140 La Mesa Blvd, La Mesa, CA, 91942

📞 619-461-0100

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Kiley C Grunstad

📍 3855 Avocado Blvd Ste 100, La Mesa, CA, 91941

📞 619-670-0036

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Khoa D Hoang

📍 10425 Tierrasanta Blvd Suite 108 Ste 108, San Diego, CA, 92124

📞 858-514-8876

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Weiss-Schoenborn Insurance & Investment Services

📍 9466 Cuyamaca St Ste 102, Santee, CA, 92071

📞 619-448-8702

Updated Oct 2026

Capital West Investments

📍 9019 Park Plaza Dr, La Mesa, CA, 91942

📞 619-461-9890

🌐 capitalwestpartners.com

Capital West Investments is an investment services firm located in La Mesa, California. Although its online presence dates back to 2003, there is no recent activity to indicate current operations. Individuals seeking investment advice or services may want to verify the firm's status before proceeding.

Value Trend Capital Management

📍 409 W Madison Ave, El Cajon, CA, 92020

📞 619-588-9700