Vaughn Woods Financial Group
858-454-6900

Open hoursCLOSED NOW - Opens at 8:00am

2226 Avenida De La Playa, La Jolla, CA 92037

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Our Wealth Management mission is to serve the unique needs of our high net worth clientele (families and profit/nonprofit corporations) through a dynamic assessment and reassessment strategy known as Total Quality Management. Our goal is to exceed our clients' expectations in every way. We facilitate IRA rollovers and a broad spectrum of financial services. Our core competency is fee based portfolio management supported through Bank of New York/Pershing, Credit Suisse research and S&P research.

 

Securities offered through Delta Equity Services Corporation, Bolton, MA. Member FINRA, SIPC (978) 779-5361. Clearing is through Bank of New York/Pershing. Advisory services offered through Delta Global Asset Management, a registered investment advisor

More Business Info

Preserving Assets for a Select Clientele

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 858-454-6901

TollFree: 800-374-4412

Services/Products
Financial Planning Asset Management Trustee Services Lending Solutions Cash Management Solutions Retirement Plan Services Advisory Services
Location
off of La Jolla Shores Drive
Neighborhoods
Northern San Diego, La Jolla Shores
Amenities
Investment Services including: Domestic and International Equities Fixed Income Services Mutual Funds Variable Annuities Exchange Traded Funds Life and Long Term Care Insurance
Associations
Securities offered through Delta Equity Services Corporation, Bolton, MA. Member FINRA, SIPC (978) 779-5361. Clearing is through Bank of New York/Pershing. Advisory services offered through Delta Global Asset. Clearing is through Pershing, a subsidiary of The Bank of New York Mellon.Management, a registered investment advisor.
Other Link

Wealth Management Services

Categories
Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management, Stock & Bond Brokers
Other Information

Parking: Street

Wheelchair Accessible: Yes

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