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Guide My Finances
- Financial Services
- Carlsbad, CA
About this business
Specialties Guide My Finances specializes in Financial Planning, Retirement Planning, Divorce Planning, Investment Management, Money Management, and more...Whether it is personal investment management or assisting you with navigating the financial intricacies of your divorce, we can help you develop your financial vision and give you access to the information and tools you need to work towards your goals. History Established in 2009. Guide My Finances was started by Jackie Mazur, CFP in 2009. After completing her Master's De... read more
Location details
2111 Palomar Airport Rd #260, Ste L-2, Carlsbad, CA, 92011, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Chelsea was a delight to work with and very helpful and knowledgeable. I highly recommend her.
I had the pleasure of working with Chelsea at Guide My Finances, and I couldn’t be more impressed. From our very first conversation, it was clear she is professional and extremely knowledgeable. I came to her looking for a financial planner with knowledge in my unique situation—someone who could help me make thoughtful, strategic decisions for my future without taking big risks. She immediately understood my goals. She is intelligent, direct, and has an incredible ability to simplify everything for me. She knew exactly what ... read more
To describe the service I have received from Jacqueline Adler and Guide My Finances is to give superlatives unusual to me in the world of investments and number-related endeavors. I am an English teacher by trade, but I am also a widow left to oversee investments for both myself and my large extended family upon the deaths of my husband, my father, and my stepmother. Jackie has carefully led me through this difficult venture at this time in my life. She has answered every novice inspired question I have had through the proce... read more
I am a Licensed Marriage and Family Therapist practicing in Encinitas, CA. I refer clients to Guide My Finances. I consistently hear positive feedback about their professionalism and service. I highly recommend Jackie Mazur and her team.
Jackie and the team at Guide My Finances are incredible. They’re communicative, professional, and deeply knowledgeable across a wide range of financial topics. I was looking for an advisor I could pay by the hour who is an expert. I wanted someone who wouldn’t pressure me into putting my assets under their management or into questionable plans that didn’t fit my situation. Jackie was exactly that. She’s direct, intelligent, and experienced. She asks insightful questions to truly understand my values and goals, and then offer... read more
Frequently asked questions about Guide My Finances
How is Guide My Finances rated?
Guide My Finances has a 5 star rating with 10 reviews.
When is Guide My Finances open?
Guide My Finances is closed now. It will open at 8:30 a.m.
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