Chabad-Young Jewish Professionals of San Diego
Financial Services
Josef Zoldan
Private Banking
Phone Number: 619-994-2103
Email: zoldan@san.rr.com
I been creating banking and lending relationships for the past 12 years. Taking care of one client at a time.
Steven Prescott, CFP® MBA
Financial Advisor
11682 El Camino Real, Suite 110
San Diego, CA 92130
858-523-7984
fax: 858-523-7997
Wells Fargo Advisors, LLC, Member SIPC
steven.prescott@wellsfargoadvisors.com
www.wfadvisors.com/steven.prescott
Danny Recht
DMR Financial Partners
619-520-0499
701 B Street #1500
San Diego, CA 92101
Brian Kurlan CPA
is a Financial Advisor with Wedbush Securites. Stocks, Bonds, Mutual funds, etf's, life insurance, etc.
1200 Prospect St , Ste 350
La Jolla CA 92037
Phone:(858) 454-3575
Fax:(858) 454-9791
Cell:(619) 602-8885
Email:Brian.Kurlan@wedbush.com
Joe Erle
Independent agent
5th Avenue Insurance Services
3945 Camino Del Rio S, San Diego, California 92108
Office: 619-640-3130 x202
Cell: 619-500-1948
Jerle@5thaveins.com Www.5thAveIns.com
originally from Sacramento and have been in the insurance business for 6 years down here in San Diego.
Services we offer:
Access to numerous top-tier insurance companies - Business asset protection against unforeseen accidents - Lease review for compliance and to ensure proper coverage Business Insurance for companies from one to 75 employees - Workers Compensation - General Liability - Professional Liability - Errors & Omissions - Products Liability - Property - Business Auto - Employee Practices Liabilit
Benjamin A. Nussbaum
Financial Advisor
UBS Financial Services, Inc.
12220 El Camino Real, Suite 400
San Diego, CA 92130
Tel. 858-947-7992