Knox Financial is an integrated financial services firm offering clients our experience as we strive to provide suitable Investment, Insurance, and Real Estate solutions As investment advisor representatives through SagePoint Financial, our firm provides comprehensive financial planning for the mass affluent. Investment Solutions: stocks & bonds retirement accounts for individuals and small businesses college savings plans annuities fee-based managed accounts mutual funds Insurance solutions: life insurance long-term care insurance Real estate solutions: 1st mortgages 2nd mortgages HELOCS real estate listings
Website: knoxfinancial.net
Phone: (619) 465-9920
Cross Streets: Near the intersection of Spice St and Bancroft Dr
Closed now
- Sat Closed
9120 Spice St La Mesa, CA 91941 ·2147.97 mi
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Reviews
yelpI have known and worked closely with Grant for twenty years. His vast array of financial markets and real estate always impresses me. He understands the big picture and the importance of the...
MoreVery poor customer service . I was a client he inherited my account. I spoke with him once and he was very unprofessional and rude. .
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