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Sep 02nd
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Escondido, CA

900 Canterbury Place, Suite 300
Escondido, CA 92025
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These Financial Services Group advisors can be reached through the Escondido branch.

John E. Richardson, Jr. CPA, CFP®
CERTIFIED FINANCIAL PLANNERTM
1-888-378-6683 ext. 532

Jerod C. Fenton CFP®, RFC
CERTIFIED FINANCIAL PLANNERTM
1-888-378-6683 ext. 531

Anson McDaniel
Financial Advisor
1-888-288-9953

Barbara Coarteze
Registered Sales Assistant
1-888-288-9953

 

 

Lending

Church buildings, church plants, Christian schools and retirement centers.

 

Investing

Equities, mutual funds, church bonds and more. Strategies to suit your needs.

 

Insurance

Insurance packages for churches and individuals  

Contact Numbers

Lending : 1-800-333-9893 x111
Investing : 1-888-378-6683 option 2 
Insurance : 1-888-378-6683 x555