Address:
2032 Corte Del Nogal
Suite 100
Carlsbad, CA 92011

Phone:
(760) 433-4632
(800) 649-1665
Fax:
(760) 433-1817
  Email:
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TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Seaside Financial & Insurance Services, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Our Mission:

The purpose of Seaside Financial & Insurance Services is to provide investment advice, estate and financial planning to high net worth families, individuals and businesses, by utilizing customized solutions and independent research. Providing excellent & outstanding service for our clients is our core principle.

What we do:

  • Investment Advice
  • Portfolio Management
  • Financial Planning
  • Tax and Estate Planning Strategies in collaboration with your family & estate attorney and your tax advisor.
  • Retirement Plans including but not limited to 401(k), Defined Benefit Pension Plans and IRAs.
  • Employee Benefit Programs
  • Insurance Products

Securities offered through Fortune Financial, Inc. (724) 846-2488 member SIPC/FINRA., Advisory Services offered through Seaside Financial & Insurance Services.
Fortune Financial, Inc. is not affiliated with Seaside Financial & Insurance Services


© 2008 - 2017 Seaside Financial & Insurance Services, Inc.
CA Lic: 0G50669