Financial Services locations near Santee, CA

Showing 1–10 of 10 results

This page indexes 10 financial 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

Investment Services

📍 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.

Teague Financial Insurance Services

Travel Insurance

📍 4710 4th St Ste 300, La Mesa, CA, 91941

📞 619-668-5200

Teague is one of the largest Health Insurance Agencies in Ca. They build strategic Employee Benefit plans for Employers. Teague helps Individuals purchase health insurance both in and outside of Covered Ca Exchange. Teague also guides seniors with their Medicare Supplement options. We give professional, experienced advice. We do not charge broker fees.

Edward Jones - Financial Advisor: Bob Shultz

Investment Services

📍 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.

Updated Aug 2026

Thrivent Financial For Lutherans

Financial Services

📍 9510 Cuyamaca St Ste 101, Santee, CA, 92071

📞 619-579-1900

🌐 thrivent.com

Flores Financial Services

📍 9530 Cuyamaca St, Santee, CA, 92071

📞 619-334-7010

Medical Billing Services | Golden Financial

Medical Billing & Claims Management

📍 Serving Your Area, Santee, CA, 92071

📞 619-450-8966

🌐 www.goldenfinancialconsulting.com

Golden Financial is a medical billing service company that is located in Santee CA but works nationwide. We do complete cash flow consulting process.

Updated Oct 2026

Casa Financial Services

Mortgages & Mortgage Bankers

📍 9560 Cuyamaca St Ste 101, Santee, CA, 92071

📞 619-644-8344

🌐 casafs.com

Casa Financial Services is a mortgage and financial services provider located in Santee, California. The firm offers a variety of services, including consultations, financial analysis, and online services. They provide a range of products such as conventional loans, FHA loans, VA loans, and home mortgage loans. With a recent online presence noted for 2026, Casa Financial Services is equipped to assist clients with their financial needs.