ESI FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- LA MESA, California
- CRD number
- 149082
- Website
- esifinancialservices.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
ESI Financial Services, Inc. is organized as a corporation with individual ownership and operates primarily as an accounting and financial planning firm. Its advisory scope, as reported, includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation appears to be fee-based rather than asset-based, with clients charged on an hourly or fixed-fee basis. The firm is not identified as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1STEVEN FARRINGTON
Owner and AdvisorCRD 5624776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LA MESA, CA
SAN DIEGO
Location
LA MESA, CA
Headquartered in LA MESA, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 7837 Lane Mesa Blvd
- Time zone
- PT (UTC-8)
- Office locations
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