Edward Jones

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Categories: Financial

Valley Center

28477 Lizard Rocks Rd
Valley Center, CA  92082 US

M-TH 8:30-4:30 F 8:30-4

Website

760-751-1011 (Office)

SWI Financial Services

Our Foundation:
Founded in Escondido CA in September 2004, by John and Lisa Osslund. Our team at Integrity 1st Mortgage has been guiding local San Diegans through the biggest purchase of their lives for over 14 years.  After 9 years of being in partnership with another mortgage bank, John and Lisa started this company with the concept of “there has to be a better way”.  We see more than just dollars, we see people.  Every person that walks through our doors has a story, and by listening to the story we have a better ability to see the big picture.  Ultimately this gives us the tools to help people who have been turned away by other lenders achieve their dreams of homeownership.

What We Do:
We are a direct lender, which means there is no middle man. We process, underwrite and fund our own loans locally in Escondido. All of our team members work, play and live here in San Diego county, allowing us to truly understand the challenges that some of our fellow entrepreneurs and small business owners face in getting a home loan. We have even spanned the generations, now helping some of our first clients’ kids, and grandkids get into their first homes and beyond.

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Categories: Financial

Escondido

324 S Kalmia St
Escondido, CA 92025 US

Website

760-746-0135 (Main)