Bank of America
Estate Planning/ wealth
advisory
Downtown
401 B Street
San Diego CA 92101
(619) 515-5766
-and-
Del Mar Heights
12730 Highland Bluff Dr
San Diego CA 92130
(858) 523-2465
Website

Brian D. Lowder, Inc.
Financial advisory & investment management
4370 La Jolla Village Drive, Suite 600
San Diego CA 92122
(858) 546-1500
Website

Chicago Trust Co. of California
Personal trusts, estate settlement, charitable trusts, title holding trusts, investment management, custodial services
401 B St, Ste 900
San Diego CA 92101
(619) 239-3091
Website

City of San Diego
Senior Citizens Services
Tax assistance, legal assistance, referrals
202 C Street
San Diego CA 92101
(619) 236-6905

Consumer Credit Counseling Service of San Diego & Imperial Counties
Free counseling, debt management, credit education
(619) 497-0200
(888) 298-CCCS
Website

County of San Diego Public Guardian
Financial supervision
5201 A Ruffin Rd
San Diego CA 92123
858.694.3500

Copeland & Tierman
1230 Columbia #680
San Diego CA 92101
(619) 231-0456

Estate Plan Elder Law & Notary
12900 Garden Grove Blvd
Garden Grove CA 92843
(714) 636-6700

Financial Network Investment Corp.
Financial advice
3131 Camino Del Rio N #780
San Diego CA 92108
(619) 282-7688

Financial Planning Association
Financial planning information, CFP professional planner search
Website

Forum for Investor Advice
Investor education &
information
investoradvice.org">Website

Gay Rowan, CSA, CLTC
Certified Senior Advisor
P.O. Box 4274
Leucadia CA 92023
(888) 995-8376
(760) 944-6380
(760) 632-1533 (fax)
Website
Email

Harold G. Ayer
Wills & Probate, Living Trusts, Elder Law, Estate planning
3131 Camino del Rio N,
Ste 380
San Diego CA 92108
(619) 563-5404

Jack H. Kaufman, APC
Attorney at Law
Estate planning
11665 Avena Pl, Ste 206
San Diego CA 92128
(858) 485-8137
Email
Website

Kring & Chung, LLP
Estate planning
1320 Columbia St, Ste 1050
San Diego CA 92101
(619) 236-0668
Website

Law Offices of Finkelstein & Finkelstein
2372 First Ave
San Diego CA 92101
(619) 232-1815
Website

Luce Forward Hamilton & Scripps LLP
Trusts & Estates Practices Group
San Diego Office
(619) 236-1414
Carmel Valley/ Del Mar Office
(858) 720-6300
Website

Miller Monson Peshel Polacek & Hoshaw
501 W Broadway, Ste 700
San Diego CA 92101
(619) 239-7777
Website

National Association for Securities Dealers
Investing information, background details on investors & firms
nasd.com
Rancho Bernardo Senior Services
Tax assistance, free consultations with financial planners, morgage experts, attorneys
16769 Bernardo Center Dr
San Diego CA 92128
(858) 487-2640
Website

Roman Financial Advisors
3368 Second Ave, Ste E
San Diego CA 92103
(619) 209-6565
Website

William H. Sauls
Attorney At Law
Estate planning, wills, trusts
427 C St, Ste 416
San Diego CA 92101
(619) 239-8096
Website

Schlehuber, Clarence H.
Attorney at Law
LLM Taxation
2720 Jefferson St
Carlsbad, CA 92008
(760) 729-2327
Senior Citizens Legal Services
Free legal services for seniors over 60.
San Diego (858) 565-1392
Chula Vista (619) 425-2560
El Cajon (619) 447-7921
Vista (760) 439-2535

Senior Service Council of Escondido
Legal & financial services
728 N Broadway
Escondido CA 92025
(760) 480-0611
S.G. Zimmerman & Assoc.
Financial, estate planning
12760 High Bluff Dr, Ste 320
San Diego CA 92130
(858) 259-0202
Website

S.G. Zimmerman & Assoc.
Elder law, estate planning,
probate & trust
9053 Truman St
San Diego CA 92129
(858) 484-0124

Stopler & Company
Wealth management, financial planning
One America Plaza
600 W Broadway, Ste 1010
San Diego CA 92101
(888) 786-5737
Website

Union Bank of California
(858) 552-6608
Website

US Bank
Private Client Group
Downtown San Diego:
(619) 544-1722
La Jolla:
(858) 551-6250
Website

Vanguard Group, The
Retirement investment firm
Website

Wheeler/Frost Associates, Inc.
Investment advisors
2665 Fourth Ave
San Diego CA 92103
(619) 491-0225
Website