Sexton Advisory Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
16870 W Bernardo Dr Ste 370, San Diego, ...Phone Number
(800) 560-2611Website
www.sextonadvisorygroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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About Sexton Advisory Group
Sexton Advisory Group is a financial advisory firm specializing in wealth management, tax planning, retirement planning, estate planning, and estate transitioning planning. They serve clients in San Diego and nationwide, aiming to meet unique financial needs by integrating various areas of retirement planning. The firm positions itself as a personal CFO for clients, providing clarity in complex financial situations. Founded by Steve Sexton, the company utilizes insurance and investment products tailored to individual objectives.Explore more
Sexton Advisory Group Org Chart
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Sexton Advisory Group Tech Stack
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Sexton Advisory Group News & Media
Sexton Advisory Group's Top Budgeting Tips to Fight Inflation
Financial Consultant Steve Sexton Outlines Best Practices to Adjust Your Budget for Inflation SAN DIEGO, July 25, 2022 /PRNewswire/ -- From rising gas prices to climbing grocery costs, inflation is hitting everyone's budget. According to CNBC, inflation has jumped over 9 percent in the...Sexton Advisory Group's Mid-Year Checklist for Financial Wellness
Financial Consultant Steve Sexton Shares Mid-Year Tips to Achieve 2022 Money Goals SAN DIEGO, Calif., June 23, 2022 /PRNewswire/ -- Much like how scheduling regular doctor visits is critical for maintaining good health, evaluating your financial progress mid-year is integral to achieving...Sexton Advisory Group Shares Tips on How to Limit Taxes in Retirement
Financial Consultant Steve Sexton Outlines Best Practices to Minimize Taxes in Your Golden Years SAN DIEGO, Calif., May 17, 2022 /PRNewswire/ -- According to Steve Sexton, financial consultant and CEO of Sexton Advisory Group, diversifying your tax allocation in retirement is just as...Sexton Advisory Group Offers Tips to Protect Against Tax Season Fraud and Identity Theft
Financial Consultant Steve Sexton Outlines Best Practices to Stay Safe from Scammers During Tax Season SAN DIEGO, April 4, 2022 /PRNewswire/ -- Each year, thousands of people lose millions of dollars as a result of tax-related scams. With a surge of new scams circulating around tax...
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Sexton Advisory Group is a financial advisory firm specializing in wealth management, tax planning, retirement planning, estate planning, and estate transitioning planning. They serve clients in San Diego and nationwide, aiming to meet unique financial needs by integrating various areas of retirement planning. The firm positions itself as a persona... Read More
