Harry Falero: Primerica-Financial Services

American Money Management LLC, based in Rancho Santa Fe, CA, has been providing professional investment services and financial planning since 1999. With a client-first approach, they offer personalized advice tailored to individual objectives and needs, ensuring transparency and peace of mind with state-of-the-art technology and secure asset management. They specialize in building customized investment portfolios that generate income both in the present and future, catering to a diverse range of clients including pre-retirees, those nearing retirement, and individuals in financial transition seeking assistance with lump sum investments from settlements, business sales, or inheritances.Generated from the website

Cornerstone Wealth Advisors, located in Carlsbad, CA, boasts over 100 years of combined experience in financial planning and wealth management. Their mission is to translate every client's goals and dreams into a comprehensive master plan for their financial future. Specializing in areas such as 401(k) management, retirement planning, legacy planning, income strategies, and wealth protection, the firm is committed to providing services with integrity and passion. They also extend their expertise to charitable giving, ensuring that clients can achieve their philanthropic objectives alongside their financial goals. Generated from the website

Welcome to Merrill Lynch in Carlsbad, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.