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iMerge FinancialFinancial advisor in Carlsbad, CA

iMerge Financial is a financial advisor at 701 Palomar Airport Rd #300, Carlsbad, CA 92011, ranked #1 of 256 financial advisors in Carlsbad and rated 4.9 from 574 Google reviews. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Carlsbad, CAUpdated 0 paid placements in any rankingHow we rank

Call (855) 684-4100Website ↗

Key facts

Key facts about iMerge Financial
Address701 Palomar Airport Rd #300, Carlsbad, CA 92011Get directions
Phone(855) 684-4100
Websiteimergefinancial.com
HoursMonday to Sunday: 7 AM – 6 PM
Google rating4.9 from 574 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Carlsbad and 11 towns within 25 miles: Oceanside, Encinitas, Vista, Camp Pendleton South, San Marcos, Solana Beach, Escondido, Rancho Penasquitos, Mira Mesa, Fallbrook and La Jolla.

Based in Carlsbad, CAView on map

Opening hours

Opening hours for iMerge Financial
DayHours
Monday7 AM – 6 PM
Tuesday7 AM – 6 PM
Wednesday7 AM – 6 PM
Thursday7 AM – 6 PM
Friday7 AM – 6 PM
Saturday7 AM – 6 PM
Sunday7 AM – 6 PM
  • Open evenings — no
  • Open Saturdays
  • Open Sundays

Questions about iMerge Financial

How is iMerge Financial ranked in Carlsbad?

iMerge Financial is ranked #1 of 256 financial advisors in Carlsbad by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are iMerge Financial’s hours?

iMerge Financial is open 7 days a week. Its listed hours are Monday to Sunday, 7 AM – 6 PM. On Saturdays it is open 7 AM to 6 PM, and on Sundays 7 AM to 6 PM. Hours come from the business listing; holiday hours may differ.

What areas does iMerge Financial serve?

Serves Carlsbad and 11 towns within 25 miles: Oceanside, Encinitas, Vista, Camp Pendleton South, San Marcos, Solana Beach, Escondido, Rancho Penasquitos, Mira Mesa, Fallbrook and La Jolla. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about iMerge Financial?

iMerge Financial has a rating of 4.9 from 574 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact iMerge Financial?

Call iMerge Financial on (855) 684-4100. The business is at 701 Palomar Airport Rd #300, Carlsbad, CA 92011. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

iMerge Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
iMerge Financial (this business)—754.9 (574)YesYes
San Diego Tax & Financial Associates#2744.9 (277)NoNo0.6 mi
Deferred.com (Formerly Plenti Financial)#3735.0 (144)YesYes0.6 mi

See all 256 ranked financial advisors in Carlsbad