7676 Hazard Center Drive,
We work in a collaborative process with your existing experienced advisors. If you need a referral we have a team of professional advisors (CPA's, Attorneys, Business Advisors, Real Estate Agents, Mortgage Brokers, Insurance Agents) that we have worked with for many years that we can introduce you to. Below are some of the advisors we work with on a regular basis. Be sure to let them know we referred you to them.
Mary ClarnoAttorney at Law2442 State StreetSan Diego, CA 92101(619) email@example.com
Elise PaulAttorney at Law8880 Rio San Diego Drive, Suite 800San Diego, CA 92108(858) firstname.lastname@example.org
Dawn StahlAttorney at Law3588 Fourth Avenue, Suite 200San Diego, CA 92103(619) email@example.com
Carlson Tax ServiceKathryn Carlson, EA2637 Adams AvenueSan Diego, CA 92116 (619) 298-7562www.CarlsonTaxService.com
Abbas Jenson & CundariChris Cundari, CPA1940 Fifth Avenue, Suite 300San Diego, CA 92101(619) 298-9699www.AJCCPA.com
Considine & ConsidineMarvin Harrison, CPA1501 Fifth Ave, Suite 400San Diego, CA 92101(619) 231-1977www.cccpa.com
Think BusinessMichelle Burkart(619) 296-0753www.Think-Biz.com
The Houghtailing GroupAnn marie Houghtailing(619) 370-4376www.TheHoughtailingGroup.com
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Bair Financial Planning.