Skip to main content

    Account Access
  • Home
  • About Us 
    • Why FIDES WSG?
    • Our Strategic Partners
    • Client Confidentiality
    • Check Up on Us
    • Credentials
  • News 
    • FIDES Wealth Strategies Group in the News
  • FIDES Team
    • Our Team
    • Meet FIDES
  • Planning Process
  • Services 
    • Client Service Models
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Business Services
    • FIDES Insurance
    • College Planning
    • Estate Planning
  • Resources 
    • Planning Forms
    • Disclosure Documents
    • Financial Calculators
    • Video Library
    • Useful Links
    • Scam Watch
  • Blog 
    • LPL Research Blog
    • Other Research Blog
    • Weekly Market Commentary
  • Contact

   

    You are here

  1. Home
  2. Resources
  3. Useful Links

Useful Links

Useful Links

Annual Credit Report.com - Click to get a FREE credit report once per year from all 3 credit reporting agencies!

California Department of Insurance - Check the status of a licensed insurance agent.

County of San Diego Assessor's Office

Equifax - Credit Reporting Agency

Exchange Rate Calculator - What will A U.S. Dollar buy in foreign currency

Experian - Credit Reporting Agency

Federal Financial Student Aid Site

FINRA, Regulatory Agency for Registered Reps. - Check the status of your stock broker.

Franchise Tax Board - State of California Tax Board

IRS

National Unclaimed Property Network - Use this site to search by state for unclaimed funds/property

Scholarship Information - Learn about ways to obtain scholarships

Social Security Administration

Transunion - Credit Reporting Agency

The information provided is strictly a courtesy. When you choose one of the links provided, you are leaving this site. LPL Financial and FIDES Wealth Strategies Group make no representation as to the completeness or accuracy of any information provided at these sites. 

Resources

  • Planning Forms
  • Disclosure Documents
  • Financial Calculators
  • Video Library
  • Useful Links
  • Scam Watch

brochuredownload.png

The Impact of Having a Written Financial Plan

FIND US

7676 Hazard Center Dr. Suite 1050 | San Diego, CA 92108
Toll-free (800) 368-0201 | Fax (619) 546-6211

     

Christopher Rand, Marc Gallo and Carol Ann Donahue offer Investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment Advisor. Carol Ann Donahue is registered with, and securities offered through LPL Financial, Member FINRA/SIPC. WCG and FIDES Wealth Strategies Group are separate entities from LPL Financial.

 

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, KS, KY, MO, NC, NH, NM, NV, TX, VA, and WA.

© 2020 FIDES Wealth Strategies Group. All rights reserved.

Website Design For Financial Services Professionals