California > San Luis Obispo Yellow Pages > Finance > Investment Services & Advisors

San Luis Obispo Investment Services & Advisors

Local Businesses: 59

Ameriprise Financial - Wayne Lewis Cspg Financial Advisor

AMERICA'S LEADER IN FINANCIAL PLANNING
559 Marsh Street
San Luis Obispo, CA 93401-3929
(805) 544-0164
Wayne Lewis (Manager)
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Services, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Amerprise Financial Services Inc

1521 Higuera Street Suite A
San Luis Obispo, CA 93401-2960
(805) 781-3700 +view more
Stephen Tetmeir (Cfp Senior Financial Advisor)
Categories: Financial Planning Consultants

Aumiller Tracey

1264 Higuera Street
San Luis Obispo, CA 93401-3124
(805) 543-1965
Categories: Financial Planning Consultants

Blakeslee And Blakeslee Inc

1101 Marsh Street
San Luis Obispo, CA 93401-2312
(805) 543-4366 +view more
Diane Blakeslee (Partner)
Products: Bonds, Fixed Income Securities
Services: Bonds Issued, Brokerage Services, Financial Services, Financial Solutions
Categories: Financial Planning Consultants

Blue Marble Investments

1308 Monterey Street Suite 250
San Luis Obispo, CA 93401-0801
(805) 595-1820
Arturo Tabuenca (Owner)
Categories: Investment Management Services

C Rew William Henry-Wealth Mgmt Group Inc Iii

1397 Marsh Street
San Luis Obispo, CA 93401-3315
(805) 781-3885
William Crew (Owner)
Categories: Financial Planning Consultants

Capital Group Diversified

656 Santa Rosa Street Suite 3b
San Luis Obispo, CA 93401-2887
(805) 548-8900
Categories: Security Brokers & Dealers

Charles Schwab

733 Marsh Street Suite 100
San Luis Obispo, CA 93401-3966
(805) 788-0502
Products: Portfolio Management Investing Brokerage Accounts
Services: Financial Planner Investment Manager Retirement Planner
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Cryden David Cfp

1101 Marsh Street Suite B
San Luis Obispo, CA 93401-2315
(805) 544-7526
David Cryden (Cfp)
Categories: Financial Planning Consultants

Darnell Craig Cfp

1101 Marsh Street Suite B
San Luis Obispo, CA 93401-2315
(805) 541-4472
Craig Darnell (Cfp)
Categories: Financial Planning Consultants

Debt Relief

872 Morro Street
San Luis Obispo, CA 93401-2711
(805) 544-2878
Categories: Credit & Debt Counseling Services, Loans Personal, Financial Planning Consultants

Domus Capitol Group Llc

762 Higuera Street Suite 201
San Luis Obispo, CA 93401-3540
(805) 476-7999
Categories: Investment Management Services

Edward Jones - Financial Advisor: Carol Furtado

MAKING SENSE OF INVESTING
1042 Palm Street Suite 100
San Luis Obispo, CA 93401-3297
(805) 593-0103
Products: San Luis Obispo Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jim Haack

MAKING SENSE OF INVESTING
1347 Monterey Street
San Luis Obispo, CA 93401-3105
(805) 543-1733
Products: San Luis Obispo Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Molly Peoples

MAKING SENSE OF INVESTING
3211 Broad Street Suite 117
San Luis Obispo, CA 93401-6770
(805) 784-9013
Products: San Luis Obispo Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Empowering Financial Solutions Inc.

3591 Sacramento Drive Suite 120
San Luis Obispo, CA 93401-7258
(805) 541-5105
Joan Parkerr (Ea)
Products: Checking Accounts, Home Improvement Loans, Home Loans, Personal Loans, Personal…
Services: Fee-Only, Financial Planning, Investment Management
Categories: Estate And Property Attorneys & Lawyers, Accounting Tax & Computer Consultants, Financial Planning Consultants, Financial Advisory Services, Investment Management Services, Estate And Property Lawyers & Attorneys

Fit Financial

805 Aerovista Place Suite 103
San Luis Obispo, CA 93401-7921
(805) 547-2009
Melinda Thomas (Partner)
Categories: Financial Services, Financial Planning Consultants

G F Investment Solutions

1028 Peach Street
San Luis Obispo, CA 93401-2723
(805) 541-8444
Greg Franklin (Owner)
Categories: Security Brokers & Dealers

Garcia Rob Summit Investment Group

3220 South Higuera Street
San Luis Obispo, CA 93401-6987
(805) 549-9020
Rob Garcia (Owner)
Categories: Investment Services & Advisors

Grady John D Cfp

1407 Garden Street
San Luis Obispo, CA 93401-3917
(805) 544-2242
Categories: Financial Planning Consultants

Hicks Pension Services

555 Chorro Street Suite C
San Luis Obispo, CA 93405-2376
(805) 544-1112
Dave Hicks (Owner)
Categories: Pension & Profit Sharing Plans, Financial Planning Consultants

Hilde Minkel And Associates

3591 Sacramento Drive
San Luis Obispo, CA 93401-7240
(805) 544-1314
Categories: Financial Planning Consultants

Hunter James

San Luis Obispo, CA 93401
(805) 544-2602
James Hunter
Categories: Financial Planning Consultants

Hutton Insurance

732 Pacific Street
San Luis Obispo, CA 93401-3920
(805) 541-2784 +view more
John Hutton (Owner)
Categories: Insurance Carriers, Hospitalization & Long Term Care Insurance, Financial Planning Consultants

Lewis Financial

555 Chorro Street Suite D2
San Luis Obispo, CA 93405-2387
(805) 548-0900
Wayne Lewis (President)
Categories: Financial Planning Consultants

Lindvall Capital Management

1194 Pacific Street Suite 205
San Luis Obispo, CA 93401-3337
(805) 781-6006
Christophe Lindvall (Executive)
Categories: Security Brokers & Dealers

Mdr Personal Fin Consult

2907 Garibaldi Avenue
San Luis Obispo, CA 93401-5732
(805) 544-2284
Categories: Financial Planning Consultants Personal

Merrill Lynch

1020 Marsh Street
San Luis Obispo, CA 93401-3630
(805) 596-2222
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Monteen Insurance

3480 South Higuera Street
San Luis Obispo, CA 93401-7392
(805) 545-8995
Categories: Insurance Carriers, Security Brokers & Dealers

Morgan Stanley

755 Santa Rosa Street Suite 200
San Luis Obispo, CA 93401-2893
(805) 549-7826 +view more
Categories: Financial Services, Security Brokers & Dealers

Nichols Wealth Management Group

1042 Pacific Street Suite F
San Luis Obispo, CA 93401-3658
(805) 781-2773
Categories: Financial Planning Consultants

Obispo Investment Inc

1110 California Boulevard
San Luis Obispo, CA 93401-2949
(805) 543-8611
Categories: Security Brokers & Dealers

Obispo Wealth Management

1301 Chorro Street
San Luis Obispo, CA 93401-4005
(805) 541-6502 +view more
David Nilsen (Owner)
Categories: Financial Services, Security Brokers & Dealers

Pacific Street Financial Group

1042 Pacific Street Suite C
San Luis Obispo, CA 93401-3657
(805) 546-9611
Bob Maricle (Manager)
Services: Consultations, Estate Planning, Inheritance Planning
Categories: Financial Advisory Services

Price Company The

1241 Johnson Avenue
San Luis Obispo, CA 93401-3306
(805) 541-2226
Categories: Retirement Planning Services

Purcell L

San Luis Obispo, CA 93401
(805) 541-1500
L Purcell
Categories: Financial Planning Consultants

Rbc Wealth Management

656 Santa Rosa Street Suite 3b
San Luis Obispo, CA 93401-2887
(805) 783-7150
Lorenzo Esparza (Manager)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

San Luis Pension Consultants Inc

1320 Osos Street
San Luis Obispo, CA 93401-4034
(805) 544-7423
Douglas Hendry (President)
Categories: Estate And Property Attorneys & Lawyers, Pension & Profit Sharing Plans, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Scottrade

MORE BROKER FOR YOUR MONEY.
285 Madonna Road Suite B
San Luis Obispo, CA 93405-5403
(805) 595-1906 +view more
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Securities America

734 Pacific Street
San Luis Obispo, CA 93401-3920
(805) 541-6674
Gary Freiberg (Owner)
Products: Bonds, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations, Investments, Investor Relations, Sales Development,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Shanley & Associates Inc

444 Higuera Street Suite 100
San Luis Obispo, CA 93401-3875
(805) 783-7470
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Sheehan Life Plann

4443 Poinsettia Street
San Luis Obispo, CA 93401-7688
(805) 235-5200
Categories: Mortgage Bankers & Correspondents, Financial Advisory Services, Mortgage Companies

Slocum Wealth Management

1360 Marsh Street
San Luis Obispo, CA 93401-3316
(805) 541-0101
Ralph Slocum (Manager)
Categories: Financial Planning Consultants

Stateone Insurance

1248 Laurel Lane
San Luis Obispo, CA 93401-5860
(805) 547-1000
Don Allen (President)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Insurance Carriers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Stifel Nicolaus

999 Monterey Street
San Luis Obispo, CA 93401-6201
(805) 783-2921
Categories: Financial Services, Investment Services & Advisors

Summit Investment Group

1065 Higuera Street Suite 200
San Luis Obispo, CA 93401-3641
(805) 549-9001 +view more
Brian Wiese (Owner)
Categories: Investment Management Services

Swanson Financial

1028 Peach Street
San Luis Obispo, CA 93401-2723
(805) 549-0063
Kevin Swanson (Manager)
Categories: Financial Planning Consultants, Financial Advisory Services

Swanson Kevin

1028 Peach Street
San Luis Obispo, CA 93401-2723
(805) 549-0063
Kevin Swanson
Categories: Financial Advisory Services

Tetmeir Stephen Cfp

AMERICA'S LEADER IN FINANCIAL PLANNING
1521 Higuera Street
San Luis Obispo, CA 93401-2958
(805) 781-3700
Stephen Tetmeir (Cfp)
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Planning Consultants

Trellis Wealth Advisors Llc

1026 Chorro Street
San Luis Obispo, CA 93401-3230
(805) 548-8920
Categories: Investment Services & Advisors

Triad Real Estate & Investment Group

865 Aerovista Place Suite 110
San Luis Obispo, CA 93401-7993
(805) 544-5500
Categories: Security Brokers & Dealers, Real Estate

U.S. Bank

201 Madonna Road
San Luis Obispo, CA 93405-5401
(805) 546-6290 +view more
Josh Hamilton (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

3991 South Higuera Street
San Luis Obispo, CA 93401-7467
(805) 782-4620 +view more
Stacie Dayton (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Vellum Financial

4115 Broad Street Suite B6
San Luis Obispo, CA 93401-7992
(805) 546-1000
Bryan Sullivan (Manager)
Categories: Financial Planning Consultants

Wacker Re Associates Financial Planner

973 Higuera Street
San Luis Obispo, CA 93401-3614
(805) 541-1308
Robert Wacker (Owner)
Services: Consultations, Estate Planning, Individual Services
Categories: Investment Management Services

Wells Fargo - San Luis Obispo

1212 Marsh Street Suite 2
San Luis Obispo, CA 93401-3346
(805) 543-2878 +view more
Products: Automobile Loans, Bonds, Bridge Loans, Business Accounts, Cash Management Accounts,…
Services: Account Inquiries, Atm Services, Card Replacement, Commercial Services, Credit…
Categories: Banks, Investment Services & Advisors

Western Investments

670 Marsh Street
San Luis Obispo, CA 93401-3931
(805) 543-0540 +view more
Bob Vance (Manager)
Categories: Security Brokers & Dealers, Apartments & Buildings

Westpac

555 Ramona Drive
San Luis Obispo, CA 93405-1658
(805) 544-7343
Scott Marshall (Executive)
Categories: Security Brokers & Dealers

Wiese Brian Summit Investment Group

3220 South Higuera Street
San Luis Obispo, CA 93401-6987
(805) 549-9019
Categories: Investment Services & Advisors


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