San Diego Financial Services
6365 Nancy Ridge Drive
San Diego, CA 92121
Tel: 866-609-6369
Fax: (858) 547-1664
Email:scottl@imresults.net

San Diego Insurance Services - San Diego Financial

Our Services:

San Diego Financial Services offers a comprehensive array of financial services for individuals, business owners and corporations, including:

Financial Planning

  • Wealth Management Program
  • Account Aggregation
  • On-line vault for all personal/legal documents
  • College Education Financing Strategies
  • Estate Analysis
  • Retirement Planning

    Asset Management

  • Institutional Equity and Fixed Income Managers
  • Real Estate Trusts, Private Equity
  • Tax Efficient Strategies

    Insurance

  • Life
  • Disability Income Insurance
  • Discounted Supplemental Disability for corporate executives

    Long Term Care Insurance

  • Individual policies
  • Group policies

    Group Benefits

  • Disability/LTD
  • Group Life Programs
  • State DBL Programs
  • STD/A.S.O. Programs
  • Health & Welfare
  • 401(k) and Qualified Retirement Programs
  • Voluntary Benefit Programs
  • Deferred Compensation

    For high net worth individual clients, our fundamental belief is the need to provide an integrated, coordinated approach, streamlining an often complex and diffuse process.

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    Financial Planning and Investment Advisory Services offered through ABC Securities Corp., a registered investment advisor and affiliate of ABC Securities , Boston, MA 02116.
    Securities products offered by registered representatives of ABC Securities, Corp. Boston, MA. Please refer to "Licenses" for a list of states in which our representatives are licensed.
    Please note that not all products and services are available in all states.