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ESI FINANCIAL SERVICES, INC.

CRD 149082

Visit website

7837 LA MESA BLVD., LA MESA, CA, 91942, United States

Phone

619-328-5054

Fax

866-691-6580

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 0 advisory reps; 45 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

All web addresses on file

Official SEC filing: View on IAPD