Broker Check

20/20 Financial Advisers - Palmer Group, LLC

At 20/20 Financial Advisers, we recognize that ongoing support to our clients is every bit as important as helping them create their financial plan for the future. We strive to execute those plans and help provide professional financial services every day.


Riskalyze

Watch this video to learn how we use Riskalyze to benefit you.

Watch Riskalyze Video

Meet Our San Diego - Palmer Team

Ben Ambrosini

Ben Ambrosini

Financial Representative

760-479-6163

760-479-6160

Bill Carey

Bill Carey

Investment Advisor Representative

954-781-8549

954-942-3526

Dayna  York

Dayna York

Office Manager

760-479-6164

760-479-6160

E. Robert Branch III

E. Robert Branch III, ChFC®, CFP®

Investment Adviser Representative - CMI | Managing Partner

386-671-0976

386-671-0776

Jeffrey Mermilliod, MBA

Jeffrey Mermilliod, MBA

Registered Representative | Investment Adviser Representative

503-901-0115

Madelin Ramos

Madelin Ramos

Administrative Assistant

832-924-2600

832-831-6684

20/20 Financial Advisers - Palmer Group, LLC

Office Address

1660 Hotel Circle North, Suite 705
San Diego, CA 92108

Contact Information

Phone: 619-770-1933
Fax: 619-770-1935

Office Hours

Mon - Fri: 8:00am - 4:30pm

Schedule Time With Us