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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 |
I can't say enough about Jackie and the team at Guide My Finances. As a former advisor and banker I knew I didn't want a large firm to help manage our finances and wanted someone who could give us a well thought out financial plan. Jackie was referred to us several times through trusted business colleagues and friends. She and her team were exactly what we were looking for! Their intake process, creating and reviewing our plan, and helping us navigate this ever-changing market has alleviated so much anxiety and stress. Jacki... read more
Working with Jackie has been one of our best financial decisions. She is very knowledgeable, good at explaining things, and has been instrumental in helping us develop clear plans for college savings, retirement, and investment/tax strategies.
Jackie continues to help us put together our financial plan and has given us the insight to feel confident in our short term and long term financial decisions. We love working with her!
Jackie is very knowledgeable and helpful.
Frequently asked questions about Guide My Finances
How is Guide My Finances rated?
Guide My Finances has a 5 star rating with 5 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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