Financial Advisors · profile

Tidewater Financial

Financial Advisors · Encinitas, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
849 2nd St, Encinitas, CA 92024, USA · View on Google Maps Google Places
Phone
(858) 704-2010 Google Places
Website
www.tidewaterfin.com Google Places
Category
Financial Advisors
Directory ratings
  • Google4.8 (14)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Self-claimed 0 tidewaterfin.comSelf-published

1 fact·1 source·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
encinitas, catidewaterfin.comSelf-publishedmapquest.comAggregatedlinkedin.comSelf-published socialtidewaterfin.comSelf-published
Years in practice
over 75 years of combined experience · over 55 years of combined expertise · over 50 years · over two decadesfacebook.comSelf-published sociallinkedin.comSelf-published socialtidewaterfin.comSelf-publishedtidewaterfin.comSelf-published
Services
investments · Financial Planning · indirect consumer auto financing · Retirement planning, tax optimization, and wealth preservationlocal.encinitaschamber.comAggregatedleadiq.comAggregatedlinkedin.comSelf-published socialtidewaterfin.comSelf-published
Who they work with
automobile dealers · Retirees, executives, business owners, entertainers, and professional athletes · individuals and families · tax-conscious investorsleadiq.comAggregatedtidewaterfin.comSelf-publishedmapquest.comAggregatedtidewaterfin.comSelf-publishedlinkedin.comSelf-published social
How they invest
tax-free municipal bonds and long-term growthlocal.encinitaschamber.comAggregated
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

navigate the world of investments with expertise and personalized service.
local.encinitaschamber.com Aggregated ·
Our operation center is located in Virginia Beach, Virginia
leadiq.com Aggregated · linkedin.comSelf-published social
849 2nd Street · Encinitas, CA 92024
tidewaterfin.com Self-published ·
4648 Miles Standish Rd, Virginia Beach, Virginia
yelp.com Aggregated ·
To help you and your employees find solutions that are as unique as you are, such as HR compliance, payroll administration, software, and insurance services.
facebook.com Self-published social ·
Tidewater Financial is a financial services firm based in Encinitas, CA
mapquest.com Aggregated ·
Tidewater Financial Associates is a financial advisor in the Virginia Beach, VA area
connect.thrivent.com Independent editorial ·
Headquarters · Encinitas, CA
linkedin.com Self-published social ·
06
Every source, every date

Where every fact comes from

We read 82 mentions across the web and boiled them down to 54 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 54 confirmed facts · 82 mentions read
Fact Value Source Source date How we checked
Category Accountants · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category Business service facebook.comSelf-published social Verified
Category Estate Planning Attorney yelp.comAggregated Verified
Category Financial Advising · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category financial advisor · 4 sources tidewaterfin.comSelf-publishedtidewaterfin.comSelf-publishedconnect.thrivent.comIndependent editorialtidewaterfin.comSelf-published Verified
Category Financial Planning local.encinitaschamber.comAggregated Verified
Category Financial service · 3 sources · 4 mentions tidewaterfin.comSelf-publishedtidewaterfin.comSelf-publishedtidewaterfin.comSelf-published From page metadata
Category Financial service facebook.comSelf-published social Verified
Category Financial Services leadiq.comAggregated Verified
Category financial services firm mapquest.comAggregated Verified
Category Medicare Insurance Broker yelp.comAggregated Verified
Category Professional Services yelp.comAggregated Verified
Category Tax Preparation yelp.comAggregated Verified
Category Wealth Advisors local.encinitaschamber.comAggregated Verified
Fiduciary status fiduciary tidewaterfin.comSelf-published Verified
How they invest tax-free municipal bonds and long-term growth local.encinitaschamber.comAggregated Verified
Main location boiling spring lakes, nc yelp.comAggregated Verified
Main location ca · 6 sources · 7 mentions tidewaterfin.comSelf-publishedtidewaterfin.comSelf-publishedmapquest.comAggregatedlinkedin.comSelf-published socialtidewaterfin.comSelf-publishedyelp.comAggregated From page metadata
Main location concord, nc facebook.comSelf-published social Verified
Main location encinitas, ca · 4 sources tidewaterfin.comSelf-publishedmapquest.comAggregatedlinkedin.comSelf-published socialtidewaterfin.comSelf-published Verified
Main location san diego, ca facebook.comSelf-published social Verified
Main location us · 5 sources tidewaterfin.comSelf-publishedtidewaterfin.comSelf-publishedmapquest.comAggregatedlinkedin.comSelf-published socialtidewaterfin.comSelf-published From page metadata
Main location virginia beach, va · 4 sources leadiq.comAggregatedlinkedin.comSelf-published socialyelp.comAggregatedconnect.thrivent.comIndependent editorial Verified
Services classic financial advising and tax strategies linkedin.comSelf-published social Verified
Services Financial advising yelp.comAggregated Verified
Services Financial Planning local.encinitaschamber.comAggregated Verified
Services Fixed Income Portfolio Management, Wealth Management, Retirement Planning tidewaterfin.comSelf-published Verified
Services HR compliance, payroll administration, software, and insurance services facebook.comSelf-published social Verified
Services indirect consumer auto financing · 2 sources leadiq.comAggregatedlinkedin.comSelf-published social Verified
Services investment management, estate planning, retirement planning, charitable giving, education planning, insurance planning tidewaterfin.comSelf-published Verified
Services investments local.encinitaschamber.comAggregated Verified
Services personalized financial planning, investment advisory, retirement planning tidewaterfin.comSelf-published Verified
Services personalized financial planning, investment management mapquest.comAggregated Verified
Services Retirement planning, tax optimization, and wealth preservation tidewaterfin.comSelf-published Corrected
Services wealth management, investment strategies, financial planning tidewaterfin.comSelf-published Verified
Services wealth management, retirement planning, tax-efficient investment strategies · 3 sources tidewaterfin.comSelf-publishedfacebook.comSelf-published socialtidewaterfin.comSelf-published Verified
Services wealth management, tax planning, estate planning, risk management tidewaterfin.comSelf-published Verified
Services wealth management, tax-free municipal bonds, and personalized financial planning tidewaterfin.comSelf-published Verified
Who they work with affluent individuals tidewaterfin.comSelf-published Verified
Who they work with automobile dealers leadiq.comAggregated Verified
Who they work with businesses and individuals tidewaterfin.comSelf-published Verified
Who they work with high-net-worth and ultra-high-net-worth individuals tidewaterfin.comSelf-published Verified
Who they work with High-Net-Worth individuals tidewaterfin.comSelf-published Verified
Who they work with High-Net-Worth individuals and families tidewaterfin.comSelf-published Verified
Who they work with individuals and families · 2 sources mapquest.comAggregatedtidewaterfin.comSelf-published Verified
Who they work with Retirees, Executives and Business Owners, affluent individuals and families, and Professional Athletes tidewaterfin.comSelf-published Verified
Who they work with Retirees, executives, business owners, entertainers, and professional athletes tidewaterfin.comSelf-published Verified
Who they work with tax-conscious investors linkedin.comSelf-published social Verified
Years in practice nearly 30 years tidewaterfin.comSelf-published Verified
Years in practice over 50 years tidewaterfin.comSelf-published Verified
Years in practice over 55 years of combined expertise linkedin.comSelf-published social Verified
Years in practice over 75 years of combined experience facebook.comSelf-published social Verified
Years in practice over two decades tidewaterfin.comSelf-published Verified
Years in practice since 1992 tidewaterfin.comSelf-published Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

No credentials are currently recorded.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
1
Data refreshed
Compiled
Mentions → facts
82 → 54
Self-published

Sources consulted

Profile · tidewater-financial-0ac1e1ffaecb47478a4544022f3702db Category · Financial Advisors Published by Authoria