Mohr Financial Group

Mohr Financial Group

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC.

Established in 1984, the Mohr Financial Group is an independent San Diego financial planning and advisory firm specializing in planning for individuals, families and business owners. www.finra.org www.sipc.org. Investment advice offered through the Mohr Financial Group, a registered investment advisor. Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial.

Timeline photos 08/01/2022

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Timeline photos 06/27/2022

Our team of advisors can work with you to ensure your assets are allocated in the right places, and they will be diversified by income needs, tax strategies, and asset classes. https://buff.ly/3bENl1a

Timeline photos 06/20/2022

Finances can be incredibly complex when you own your own business. We’re here to help with unbiased financial planning that can ensure all of your needs are covered. Contact us today to learn more. https://buff.ly/3B3bjOI

Timeline photos 06/13/2022

We offer a selection of options to ensure you are financially stable when the time for retirement comes. Learn more at: https://buff.ly/3bENl1a

Timeline photos 06/13/2022

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Timeline photos 06/09/2022

Your financial well-being is incredibly important, that's why Mohr Financial Group is happy to give you a no-obligation, second opinion on your financial affairs. https://buff.ly/3B3bjOI

Timeline photos 06/06/2022

Whether you need help filing quarterly taxes for your business or organizing your tax records, our team can help analyze your finances to save you money in the long run. We’ll explain any complicated tax nuances so you can feel confident going forward. https://buff.ly/3bENl1a

Timeline photos 05/30/2022

Our team of advisors can work with you to ensure your assets are allocated in the right places and that they will be diversified by income needs, tax strategies, and asset classes. https://buff.ly/3bENl1a

Timeline photos 05/23/2022

Being healthy - not just physically but also mentally and financially - is important. It's common practice to get a second opinion from doctors, so why shouldn't it be with financial advisors? Get an unbiased review of your finances, as well as a straightforward report that breaks down your progress. https://buff.ly/3B3bjOI

Timeline photos 05/16/2022

Insurance is not just a means of protection, but an integral part of any comprehensive financial plan. It also helps savvy businesses to secure funding devices that can be utilized for tax-advantaged growth! Discover which insurance strategy is right for you with Mohr Financial Group. https://buff.ly/3wBsZOm

Timeline photos 05/09/2022

Life is full of surprises. When something major happens, it can be difficult to have any idea what you'll do next. You should always be prepared for the unexpected by having a contingency plan ready! https://buff.ly/3B3bjOI

Timeline photos 05/02/2022

We know that running your own business requires a great deal of time and energy. Let us give you some respite with strategic financial planning that will ease any worries you have about the future of your business. https://buff.ly/3wBsZOm

Timeline photos 04/29/2022

The future of your life and the life of your children depends on the choices you make now. Choose to work with our strategic planning services to create a strategy that is aligned with your unique vision. https://buff.ly/2Sxn9ir

Timeline photos 04/27/2022

Prepare for the day that you will leave behind your assets to your children with our strategic estate planning services. Determine how you’d like your assets distributed, how much each heir receives, and how to optimize taxes after you’re gone. We’ll help you build a beautiful legacy for your family!
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Many business owners have a 401k savings plan but few know how to use it to its fullest. Maximize your benefits and future wealth with our expert financial services! https://buff.ly/3B3bjOI #

Timeline photos 03/28/2022

We understand the struggles entrepreneurs have faced throughout the continuing pandemic. That is why financial planning is so important for small businesses. Contact us today to get started! https://buff.ly/3wBsZOm

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Making sure your family is taken care of is a top priority. Our financial experts can help you create a plan that ensures comfort for years to come. Learn more at https://buff.ly/3B3bjOI

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Retirement is exciting, though it can also be a burden to make sure you are able to sustain the lifestyle you are used to. The team at Mohr Financial Group is here to help you plan accordingly. Learn more at:
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Timeline photos 03/07/2022

Financial planning can be challenging— luckily, Mohr Financial Group has the knowledge to evaluate your personal finances and help you plan for the future. Learn more here: https://buff.ly/2Sxn9ir

Timeline photos 02/28/2022

Being prepared for the unknown is incredibly important, especially today. We can help you create a financial safety net that will provide for you in a time of need. Read more at https://buff.ly/3oYKDJu

Timeline photos 02/21/2022

Making sure you can continue your lifestyle once you are retired can be a stressful endeavor. Luckily, Mohr Financial Group has years of experience with lifestyle management services!
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Timeline photos 02/14/2022

Making sure your family will be taken care of once you are gone is a major priority. Our experts create a holistic approach to your finances to make sure your family will have what they need if you aren't there. Learn more at https://buff.ly/3B3bjOI

Timeline photos 02/07/2022

Financial stability in retirement lets you enjoy life more. Our financial advisors can help you ensure stability once you retire. Learn more here: https://buff.ly/3bENl1a

Timeline photos 02/01/2022

Family office management is a very important aspect of financial planning. The experts at Mohr Financial Group can handle the many pieces of your financial puzzle like; family governance, legacy planning, lifestyle management, trust company services, business planning, and philanthropy. Read more at https://buff.ly/3oYKDJu

Timeline photos 01/25/2022

There are many moving pieces to a good financial plan. Luckily, Mohr Financial Group can help you manage the challenging aspects to create a cohesive, and comprehensive financial strategy.
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Timeline photos 01/18/2022

Running your own business can be a challenging endeavor. A solid business plan can take the guesswork off of your shoulders. Let our experts create a holistic approach for your business. Learn more at https://buff.ly/3wBsZOm

Timeline photos 01/11/2022

Financial advice doesn’t have to be complicated. At Mohr Financial Group, we have the knowledge to create a financial plan tailored to your needs! https://buff.ly/2Sxn9ir

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Planning for your retirement is one of the best gifts you can give yourself. We can help you create a solid plan that will make sure you have everything you need to live comfortably. Learn more here: https://buff.ly/3bENl1a

Timeline photos 12/29/2021

As we move into another new year, planning for your retirement has never been more important! You are never too young to plan for your future! Contact our team of financial planners today, and make sure that you are set for the New Year!
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Additional Information

Securities offered through LPL Financial, member FINRA/SIPC www.finra.org and www.sipc.org. Investment advice offered through the Mohr Financial Group, a registered investment advisor and separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.mohrgroup.com.

Address


12555 High Bluff Drive, Suite 205
San Diego, CA
92130

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm