Investments Mutual Funds locations near La Jolla, CA

Showing 1–10 of 10 results

SD Coastal Homes

📍 1299 Prospect St, La Jolla, CA, 92037

📞 858-551-3355

Led by one of San Diego’s premier real estate professionals, Jeannie Gleeson & Todd Bloom, our group of associates has in depth knowledge of the San Diego real estate market. We specialize in providing superior service and local area expertise. Gleeson and Bloom, of Berkshire Hathaway HomeServices, La Jolla office, has received the coveted Legend Award from BHHS for achieving Chairman’s Circle status for five plus years. Within the Berkshire Hathaway HomeServices network, Gleeson & Bloom has consistently ranked within San Diego County’s top 25 agents and within the top ten agents in La Jolla. They have also been honored with the PREA 100 award this coming March, 2014, for the second year in a row, recognizing Jeannie and Todd as one of the top 100 agents in the Nation. Our group of associates includes a buyers agent, a full time office administrator and an escrow coordinator/ administrative assistant. Our associates have expertise in sales, marketing, negotiating, client representation, contract preparation, relocation, transaction administration and access to a vast network of affiliates providing mortgage, title and escrow services.

Edward Jones - Financial Advisor: Jamie A Meronoff

📍 7514 Girard Ave Ste 7, La Jolla, CA, 92037

📞 858-551-9811

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: Miles Jones

📍 828 Prospect St Ste A, La Jolla, CA, 92037

📞 858-551-8634

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.

Kent Clothier Companies

📍 5530 La Jolla Blvd Suite 1a Ste 1a, La Jolla, CA, 92037

📞 561-450-8633

Kent Clothier is President and CEO of Real Estate Worldwide (REWW), a multi-faceted real estate education company with headquarters in Scottsdale, Arizona, San Diego, California, and Boca Raton, Florida. In his role, Kent leads the company’s dynamic sales organization, including hundreds of sales professionals nationwide, in delivering on the company’s strong commitment to excellent, personalized customer care. REWW offers its customers a cutting-edge advantage, with a curriculum that is steeped in award winning, and proven, real estate systems that are used by Mr. Clothier and his team, as well as national data on real estate cash buyers and private lenders. In addition to his primary role with REWW, Kent Clothier also owns and operates a multi-million dollar series of Internet marketed brands: 1-800-SELL-NOW, Find Cash Buyers NOW and Find Private Lenders NOW. Each brand focuses on helping real estate investors and agents to reach a specific marketing niche.

Mundoval Fund

📍 7855 Ivanhoe Ave Ste 210, La Jolla, CA, 92037

📞 858-454-4837

🌐 www.mundoval.com

The Mundoval Fund is a no-load global value mutual fund seeking long-term capital appreciation, with low turnover and high concentration.

Straw Pilar Sagepoint Financial

📍 4180 La Jolla Village Dr, La Jolla, CA, 92037

📞 858-452-2522

Charles Schwab & Co Inc

📍 7777 Fay Ave Ste 105, La Jolla, CA, 92037

📞 858-551-6301

🌐 www.schwab.com

Locally owned and operated. See us for all your needs.

Liberty Mutual Agency Market

📍 Serving Your Area, La Jolla, CA, 92037

📞 858-483-3423

Detwiller Foundation

📍 470 Nautilus St, La Jolla, CA, 92037

📞 858-456-9045

🌐 detwiler.org

Waddell & Reed

📍 8910 University Center Ln Ste 550, San Diego, CA, 92122

📞 858-457-1310

🌐 waddell.com