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Momentum Financial & Insurance Services LLC
14753 Interlachen Terrace Valley Center, California 92082
(858) 521-9700

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Locations:

La Terraza Corporate Plaza
500 La Terraza Blvd Suite 150
Escondido, CA 92025

Cush Plaza
10620 Treena St Suite 230
San Diego, CA 92131

Promontory
11440 W Bernardo Ct Suite 300
San Diego, CA 92127

Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

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