Palomar Financial Services Overview
- Service
-
Financing Advisory
- Founded
-
2013
- Employees
-
17
Palomar Financial Services General Information
Description
Palomar Financial Services is an independent wealth management firm offering services in the areas of investment planning, retirement planning, tax management, business insurance, trust services, risk management, education funding, employee benefits, real estate and mortgages. The firm was established in 2013 and is based in Carlsbad, California.
Contact Information
Website
www.palomarfinancialservices.com
Year Founded
2013
Service Provider Type
Financing Advisory
Primary Office
- 701 Palomar Airport Road
- Suite 300
- Carlsbad, CA 92011
- United States
+1 (866) 000-0000
Palomar Financial Services Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Palomar Financial Services Team (5)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| Chris Radford | Managing Director | Carlsbad, CA | ||
| William Vourlas | Wealth Manager & Broker | Carlsbad, CA |