Palomar Financial Services
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- Palomar Financial Services is an independently owned Registered Investment Advisor headquartered in Southern CA dedicated to supporting independent financial advisors. Our team of investment and insurance professionals create a national network of advisors dedicated to addressing the personal and business needs of todays investors. The firms executive management team consists of experienced leaders who have more than 100 collective years of experience as advisors and working with advisors to serve their clients. At Palomar Financial Services, we strive to be the advisor our clients are looking for. We pride ourselves on being trusted advisors who provide both expertise and access to a range of options to fit their financial and life goals to care for their families, build wealth, and provide for themselves the lifestyle they desire. Palomar Financial Services advisors are skilled at recognizing and realizing opportunities to help clients build comprehensive wealth plans in line with those goals, and we work with our clients to be sure those plans are carried out. As you consider all aspects of your life, your Palomar advisor supports you with holistic financial planning based on your life situation, your goals and, most importantly, your dreams. We serve individuals and business owners, providing a range of services with clear, objective, unbiased support that help fulfill your financial planning, retirement, estate planning and wealth transfer needs.Investment Advisory services offered through Palomar Financial Services, Inc., a state Registered Investment Advisor. Advisory services and securities offered through Calton & Associates, Inc., a SEC Registered Investment Advisors and Broker/Dealer Member FINRA/SIPC. Palomar Financial Services, Inc. and Calton & Associates, Inc. are independent, non-affiliated entities.
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Headquarters:15061 Springdale Street Suite 110, Huntington Beach, California, United States
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Phone Number: +1 866-602-8228
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Employees:3
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Revenue:$0 - 1M
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Legal Name:Palomar Financial Services
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Palomar Financial Services's Social Media
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| NAICS Code: 561499 |
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Frequently Asked Questions regarding Palomar Financial Services
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Where are Palomar Financial Services's Headquarters?
Palomar Financial Services's Headquarters are in 15061 Springdale Street Suite 110,Huntington Beach,California,United States
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What is Palomar Financial Services's phone number?
Palomar Financial Services's phone number is +1 866-602-8228
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What is Palomar Financial Services's official website?
Palomar Financial Services's official website is https://www.palomarfinancialservices.com
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What is Palomar Financial Services's Revenue?
Palomar Financial Services's revenue is $0 - 1M
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What is Palomar Financial Services's NAICS code?
Palomar Financial Services's NAICS code is 561499
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How many employees are working in Palomar Financial Services
Palomar Financial Services has 3 employees
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What is Palomar Financial Services's Industry?
Palomar Financial Services is in the industry of Financial Services
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Who is Palomar Financial Services's Insurance Market Director?
Palomar Financial Services's Insurance Market Director is Matthew Casey