Momentum Financial and Insurance Services LLCFinancial advisor in San Diego, CA
Momentum Financial and Insurance Services LLC is a financial advisor at 11770 Bernardo Plaza Ct, San Diego, CA 92128, ranked #27 of 266 financial advisors in San Diego and rated 5.0 from 25 Google reviews. Open Monday to Friday.
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.
San Diego, CAUpdated 0 paid placements in any rankingHow we rank
Key facts
| Address | 11770 Bernardo Plaza Ct, San Diego, CA 92128Get directions |
|---|---|
| Phone | (858) 521-9700 |
| Website | momentumfsgroup.com |
| Hours | Monday to Friday: 9 AM – 5 PM |
| Google rating | 5.0 from 25 Google reviews |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Financial PlannersGoogle main category
Service area
Serves San Diego and 12 towns within 25 miles: Poway, Rancho Penasquitos, Escondido, Mira Mesa, San Marcos, Solana Beach, Ramona, Encinitas, Santee, Lakeside, Winter Gardens and Vista.
Opening hours
| Day | Hours |
|---|---|
| Monday | 9 AM – 5 PM |
| Tuesday | 9 AM – 5 PM |
| Wednesday | 9 AM – 5 PM |
| Thursday | 9 AM – 5 PM |
| Friday | 9 AM – 5 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
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Compare nearby financial advisors
| Business | Rank | RFA Score | Google rating | Saturday | Sunday | Distance away |
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| Momentum Financial and Insurance Services LLC (this business) | — | 70 | 5.0 (25) | No | No | |
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