Seaside Advisory

Investments, Financial Planning,       Employee Benefits

WHAT WE DO

Seaside Financial & Insurance Services provides investment advice, estate and financial planning services to individuals, families, and businesses, by creating customized financial solutions and conducting independent research for every client. 

Your goals are our goals. Providing outstanding service and results-driven financial strategies designed around your needs are at the core of our business.

ABOUT THE TEAM

Founded in 1994 by Anne-Marie Maxe, Seaside Financial & Insurance Services is an independent, Registered Investment Advisory firm. Our collective expertise in investment advice, financial planning, portfolio management, tax and estate planning strategies, and business operations allow us to help individuals, families, and businesses build and preserve wealth.

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Ready to start planning for the future?

TD Ameritrade

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Seaside Financial & Insurance Services, Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank used with permission.

 

Charles Schwab

The Charles Schwab Corporation is the firm that we use to custody our client assets. Charles Schwab and Seaside Financial & Insurance Services, Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Securities offered through Fortune Financial Services, Inc. (724) 846-2488 Member SIPC/FINRA

Fortune Financial Services, Inc. is not affiliated with Seaside Financial & Insurance Services.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck at brokercheck.finra.org.

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Broker Check

© 2019 by Seaside Advisory

Email:

Info@seasideadvisory.com

Phone:

(760) 433-4632

Address:

2032 Corte del Nogal 

Suite 100

Carlsbad CA 92011