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ESI FINANCIAL SERVICES, INC.
CRD 149082
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