Financial services in Carlsbad, CA

Financial planners have a tendency to speak their own language. Not Duncan Financial. We are an independent firm providing easy-to-understand, conflict-free advice. Before we recommend, we listen. Then we set realistic goals that are specific to your needs. We do this by taking the time to get to know you, and to understand your hopes and dreams for the future. By not selling any proprietary investment products, we have maintained our independence and eliminated the conflict between recommending a "company product" or the investment that best fits your financial goals. Duncan Financial, we backup our advice with experience, expertise, education, and ongoing professional training and certifications. While many other financial planners make commissions upfront, we are paid a salary. We recommend investments based on your needs, not ours. Charles Duncan is affiliated with Hanson McClain Retirement Network ( HMRN ), a nationwide network of independent financial professionals specializing in retirement planning for employees of utility and telecommunication companies. Charlie is a Registered Representative of Securities America, Inc, a registered broker/dealer, member FINRA /SIPC. Our representatives are licensed to offer securities products in the following states: AR, AZ, CA, CO, DE, FL, GA, ID, KS, LA, MO, MS, NC, NH, NM, NV, OR, PA, TN, TX, UT, VA, WA, WV. Our representatives are licensed to offer insurance products in the following states: AZ, CA, CO, FL, GA, MO, NC, NH, NM, NV, OR, SD, TX, UT.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Carlsbad, CA area, Gabriel Yanez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Carlsbad, CA area, Frank Tirado will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

As your local New York Life financial professional, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience protecting lives. I can help you protect and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success. CA Ins Lic #0D93313

I was born and raised in San Diego county. I graduated from SDSU. I am a 3rd generation Allstate agent. I understand the needs of the customers. Excellent customer service is a priority.