Jeff Boyd

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(619) 644-3545 Ext. 105 Call Email Email

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5520 Wellesley Street, 204La Mesa, CA 91942

Business details

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Mortgage Loans

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning

Minimum Investment

  • No

Investments

  • 401(k) or 403(b) Plans
  • Annuities
  • Certificates Of Deposit
  • Educational Savings Plans
  • Investment Services
  • IRA's
  • Mutual Funds
  • Profit Sharing Plans
  • Retirement Plans
  • Securities

Service Area

  • Alpine
  • Barrio Logan
  • Bonita
  • Borrego Springs
  • Carlsbad
  • Carmel Valley
  • Chula Vista
  • Clairemont
  • College Area
  • Coronado
  • Del Mar
  • Downtown
  • El Cajon
  • Encanto
  • Encinitas
  • Escondido
  • Fallbrook
  • Hillcrest
  • Imperial Beach
  • Julian
  • Kensington
  • La Jolla
  • La Mesa
  • Lakeside
  • Mira Mesa
  • Miramar
  • Mission Bay
  • Mission Valley
  • National City
  • Ocean Beach
  • Oceanside
  • Old Town
  • Otay Mesa
  • Pacific Beach
  • Point Loma
  • Poway
  • Ramona
  • Rancho Bernardo
  • Rancho Peñasquitos
  • Rancho Santa Fe
  • San Marcos
  • San Pasqual
  • San Ysidro
  • Santee
  • Scripps Ranch
  • Spring Valley
  • Sunset Cliffs
  • Tierrasanta
  • Torrey Pines
  • Vista
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Insurance Types

  • Disability Insurance
  • Group Plans
  • Health Insurance
  • Life Insurance
  • Long Term Care
  • Short-Term Insurance Policies

Investments

  • Annuities
  • Bonds
  • CDs
  • International Securities
  • IRAs
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Year Established

1998

Languages Spoken

  • English

Reviews

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Photos

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