We specialize in auto/home/renters insurance, tax preparation, notary public, and immigration consultation. We have great customer service with 18 years experience and love helping our community. Our customers love that we go above and beyond to meet their needs. They especially love the warm welcome they get from the company's President, Liz Perez, as soon as they walk in.
For more than 35 years Timothy Cartier and his team have assisted families in obtaining financial freedom in retirement through utilizing personalized investment strategies. Whether you are saving for a child's college education, accumulating money for your own retirement or getting ready to retire, they are here to help you create a plan. We offer assistance in everything from 529 college saving plans, Life Insurance, 401k rollovers, Individual Retirement Accounts (IRA's), SEP IRA's, Roth IRA's, Annuities, Benefit and Estate Planning and everything in between. Let our family take care of yours!
Capital Growth Planning, Inc, ( "CGP" or "the Company" ) was established in 1969 as a diversified financial services corporation. CGP is the parent company of eight wholly-owned subsidiaries that collectively have developed multiple investment, insurance, institutional, lending, banking, and other financial products and programs ( "Financial Structures" ) designed to take advantage of the significant revenue opportunities to be realized in specific niches within the following markets:Through its subsidiaries, the Company is directly involved in the development and servicing of products and programs designed for "principal protected" investment and securities programs, structured yield and Fund products, self-liquidating note and debenture products, traditional and non-traditional premium finance life insurance products, structured life settlement sourcing, qualified institutional product placement and structures, and more recently institutional lending and commercial banking products. The Company's primary role is managing its subsidiary companies while developing, promoting and mark eting these highly specialized, exclusive, and/or proprietary Financial Structures. Many of these products are specifically designed for partnership programs, product joint ventures, wholesale distribution, and/or syndication, while others are designed for co-venture sales, wealth management, and/or commercial and retail banking. CGP primarily focuses on products and services that are innovative, structurally sophisticated, and conducive to specific financial mark et niches that currently have little or no product/service representation. For more information on the Company's business plans, see CGP Business Plan Summary - September 2010
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with North Island Credit Union Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the El Cajon, CA area, Josephine Anacleto 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. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
