SERVICES

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

Click below to learn more about the services we offer.

Asset 6.png
Asset 1.png

We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

Asset 5.png
Asset 3.png
Asset 4.png
Asset 7.png

Check the background of your financial professional on FINRA's BrokerCheck.

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

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Jim Mohr: California Insurance License #O678949
Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719
Jeff Mortenson: California Insurance License #O818655

Contact

Mohr Financial Group

Office: 858.755.3838

Fax: 858.794.9770

12555 High Bluff Drive, Suite 205

San Diego, CA 92130

info@mohrgroup.com

  • Grey Facebook Icon
  • Grey LinkedIn Icon
  • Grey Twitter Icon