Tidewater Financial
Identity
- Name
- Tidewater Financial
- Formatted address
- 849 2nd St, Encinitas, CA 92024, USA
- Phone
- (858) 704-2010
- Website
- https://www.tidewaterfin.com/
- Primary category
- Consultant
- Hours
- Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=16344621973077691838&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | not-established | 0 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: financial advisor
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
-
categorized_as: financial advisor
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
-
categorized_as: financial advisor
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published
-
categorized_as: FinancialService
- tidewaterfin.com https://www.tidewaterfin.com/resource-center/money self-published
-
categorized_as: FinancialService
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
-
categorized_as: FinancialService
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
-
categorized_as: FinancialService
- tidewaterfin.com https://www.tidewaterfin.com/resource-center/money self-published
-
client_specializations: affluent individuals
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
-
client_specializations: businesses and individuals
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
-
client_specializations: high-net-worth and ultra-high-net-worth individuals
- tidewaterfin.com https://www.tidewaterfin.com/services self-published
-
client_specializations: High-Net-Worth individuals and families
- tidewaterfin.com https://www.tidewaterfin.com/about self-published
-
client_specializations: High-Net-Worth individuals
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
-
client_specializations: individuals and families
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
-
client_specializations: Retirees, Executives and Business Owners, affluent individuals and families, and Professional Athletes
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
-
client_specializations: Retirees, executives, business owners, entertainers, and professional athletes
- tidewaterfin.com https://www.tidewaterfin.com/our-clientele self-published
-
fiduciary_status: fiduciary
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published
-
services_offered: Fixed Income Portfolio Management, Wealth Management, Retirement Planning
- tidewaterfin.com https://www.tidewaterfin.com/about self-published
-
services_offered: investment management, estate planning, retirement planning, charitable giving, education planning, insurance planning
- tidewaterfin.com https://www.tidewaterfin.com/services self-published
-
services_offered: personalized financial planning, investment advisory, retirement planning
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published
-
services_offered: Retirement planning, tax optimization, and wealth preservation
- tidewaterfin.com https://www.tidewaterfin.com/our-clientele self-published
-
services_offered: wealth management, investment strategies, financial planning
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
-
services_offered: wealth management, retirement planning, tax-efficient investment strategies
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
-
services_offered: wealth management, retirement planning, tax-efficient investment strategies
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
-
services_offered: wealth management, tax planning, estate planning, risk management
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published
-
services_offered: wealth management, tax-free municipal bonds, and personalized financial planning
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
-
years_in_practice: nearly 30 years
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
-
years_in_practice: over 50 years
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
-
years_in_practice: over two decades
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
-
years_in_practice: since 1992
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
services offered: indirect consumer auto financ
Citation count: 2
- leadiq.com https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 independent
- linkedin.com https://www.linkedin.com/company/tidewater-finance-company independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| located_in | 54c6c1cc-365b-4cc5-9f9a-21b55dcd504b | https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 | kept |
|
|
| categorized_as | Financial Services | https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 | kept |
|
|
| services_offered | indirect consumer auto financing | https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 | kept |
|
|
| client_specializations | automobile dealers | https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 | kept |
|
|
| located_in | 54c6c1cc-365b-4cc5-9f9a-21b55dcd504b | https://www.linkedin.com/company/tidewater-finance-company | kept |
|
|
| services_offered | indirect consumer auto financing | https://www.linkedin.com/company/tidewater-finance-company | kept |
|
|
| categorized_as | FinancialService | https://www.tidewaterfin.com/resource-center/money | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.tidewaterfin.com/resource-center/money | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.tidewaterfin.com/resource-center/money | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.tidewaterfin.com/resource-center/money | kept |
|
|
| categorized_as | FinancialService | https://www.tidewaterfin.com/resource-center/money | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.tidewaterfin.com/contact | kept |
|
|
| services_offered | Retirement planning, tax optimization, and wealth preservation | https://www.tidewaterfin.com/our-clientele | fixed |
|
|
| client_specializations | Retirees, executives, business owners, entertainers, and professional athletes | https://www.tidewaterfin.com/our-clientele | kept |
|
|
| located_in | 54c6c1cc-365b-4cc5-9f9a-21b55dcd504b | https://www.yelp.com/biz/tidewater-financial-group-virginia-beach | kept |
|
|
| categorized_as | Accountants | https://www.yelp.com/biz/tidewater-financial-services-easton | kept |
|
|
| categorized_as | Professional Services | https://www.yelp.com/biz/tidewater-financial-services-easton | kept |
|
|
| located_in | 13c5b4b2-b7d2-4a5a-8f86-0eab95641d25 | https://www.yelp.com/search?find_desc=Financial+Services&%3Bfind_loc=Clarksboro,+East+Greenwich+Township,+NJ | kept |
|
|
| services_offered | Financial advising | https://www.yelp.com/search?find_desc=Financial+Services&%3Bfind_loc=Clarksboro,+East+Greenwich+Township,+NJ | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/search?find_desc=Financial+Services&%3Bfind_loc=Clarksboro,+East+Greenwich+Township,+NJ | kept |
|
|
| services_offered | HR compliance, payroll administration, software, and insurance services | https://www.facebook.com/tidewaterfinancialgroup/ | kept |
|
|
| years_in_practice | over 75 years of combined experience | https://www.facebook.com/tidewaterfinancialgroup/ | kept |
|
|
| categorized_as | Business service | https://www.facebook.com/tidewaterfinancialgroup/ | kept |
|
|
| located_in | 145eb2a7-9a59-494a-96d4-6cd0c15f6354 | https://www.facebook.com/tidewaterfinancialgroup/ | kept |
|
|
| categorized_as | financial advisor | https://www.tidewaterfin.com/contact-us | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.tidewaterfin.com/contact-us | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://www.tidewaterfin.com/contact-us | json_ld_parsed |
|
|
| services_offered | wealth management, retirement planning, tax-efficient investment strategies | https://www.tidewaterfin.com/contact-us | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.tidewaterfin.com/contact-us | json_ld_parsed |
|
|
| services_offered | wealth management, investment strategies, financial planning | https://www.tidewaterfin.com/contact-us | kept |
|
|
| categorized_as | financial services firm | https://www.mapquest.com/us/california/tidewater-financial-533981031 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/tidewater-financial-533981031 | json_ld_parsed |
|
|
| services_offered | personalized financial planning, investment management | https://www.mapquest.com/us/california/tidewater-financial-533981031 | kept |
|
|
| client_specializations | individuals and families | https://www.mapquest.com/us/california/tidewater-financial-533981031 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/tidewater-financial-533981031 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/tidewater-financial-533981031 | json_ld_parsed |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.mapquest.com/us/california/tidewater-financial-533981031 | kept |
|
|
| services_offered | wealth management, tax planning, estate planning, risk management | https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas | kept |
|
|
| fiduciary_status | fiduciary | https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas | kept |
|
|
| services_offered | personalized financial planning, investment advisory, retirement planning | https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas | kept |
|
|
| categorized_as | financial advisor | https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas | kept |
|
|
| located_in | 54c6c1cc-365b-4cc5-9f9a-21b55dcd504b | https://connect.thrivent.com/tidewater-financial-associates | kept |
|
|
| categorized_as | financial advisor | https://connect.thrivent.com/tidewater-financial-associates | kept |
|
|
| services_offered | investments | https://local.encinitaschamber.com/list/member/tidewater-financial-4436 | kept |
|
|
| investment_methodology | tax-free municipal bonds and long-term growth | https://local.encinitaschamber.com/list/member/tidewater-financial-4436 | kept |
|
|
| categorized_as | Wealth Advisors | https://local.encinitaschamber.com/list/member/tidewater-financial-4436 | kept |
|
|
| services_offered | Financial Planning | https://local.encinitaschamber.com/list/member/tidewater-financial-4436 | kept |
|
|
| categorized_as | Financial Planning | https://local.encinitaschamber.com/list/member/tidewater-financial-4436 | kept |
|
|
| services_offered | wealth management, retirement planning, tax-efficient investment strategies | https://www.facebook.com/TidewaterFinancial619/ | kept |
|
|
| categorized_as | Financial service | https://www.facebook.com/TidewaterFinancial619/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.facebook.com/TidewaterFinancial619/ | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.linkedin.com/company/tidewater-financial-san-diego | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/tidewater-financial-san-diego | json_ld_parsed |
|
|
| client_specializations | tax-conscious investors | https://www.linkedin.com/company/tidewater-financial-san-diego | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/tidewater-financial-san-diego | json_ld_parsed |
|
|
| years_in_practice | over 55 years of combined expertise | https://www.linkedin.com/company/tidewater-financial-san-diego | kept |
|
|
| services_offered | classic financial advising and tax strategies | https://www.linkedin.com/company/tidewater-financial-san-diego | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.tidewaterfin.com/ | json_ld_parsed |
|
|
| categorized_as | financial advisor | https://www.tidewaterfin.com/ | kept |
|
|
| categorized_as | FinancialService | https://www.tidewaterfin.com/ | json_ld_parsed |
|
|
| services_offered | wealth management, retirement planning, tax-efficient investment strategies | https://www.tidewaterfin.com/ | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.tidewaterfin.com/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.tidewaterfin.com/ | json_ld_parsed |
|
|
| client_specializations | affluent individuals | https://www.tidewaterfin.com/ | kept |
|
|
| client_specializations | High-Net-Worth individuals and families | https://www.tidewaterfin.com/about | kept |
|
|
| services_offered | Fixed Income Portfolio Management, Wealth Management, Retirement Planning | https://www.tidewaterfin.com/about | kept |
|
|
| client_specializations | High-Net-Worth individuals | https://www.tidewaterfin.com/our-mission | kept |
|
|
| client_specializations | Retirees, Executives and Business Owners, affluent individuals and families, and Professional Athletes | https://www.tidewaterfin.com/our-mission | kept |
|
|
| years_in_practice | over 50 years | https://www.tidewaterfin.com/our-mission | kept |
|
|
| services_offered | wealth management, tax-free municipal bonds, and personalized financial planning | https://www.tidewaterfin.com/our-mission | kept |
|
|
| client_specializations | individuals and families | https://www.tidewaterfin.com/our-team | kept |
|
|
| years_in_practice | over two decades | https://www.tidewaterfin.com/our-team | kept |
|
|
| years_in_practice | nearly 30 years | https://www.tidewaterfin.com/our-team | kept |
|
|
| client_specializations | businesses and individuals | https://www.tidewaterfin.com/our-team | kept |
|
|
| years_in_practice | since 1992 | https://www.tidewaterfin.com/our-team | kept |
|
|
| services_offered | investment management, estate planning, retirement planning, charitable giving, education planning, insurance planning | https://www.tidewaterfin.com/services | kept |
|
|
| client_specializations | high-net-worth and ultra-high-net-worth individuals | https://www.tidewaterfin.com/services | kept |
|
|
| categorized_as | Accountants | https://www.yelp.com/biz/tidewater-financial-encinitas | kept |
|
|
| categorized_as | Tax Preparation | https://www.yelp.com/biz/tidewater-financial-encinitas | kept |
|
|
| categorized_as | Estate Planning Attorney | https://www.yelp.com/biz/tidewater-financial-encinitas | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/tidewater-financial-encinitas | kept |
|
|
| categorized_as | Medicare Insurance Broker | https://www.yelp.com/biz/tidewater-financial-encinitas | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yelp.com/biz/tidewater-financial-encinitas | kept |
|
Credentials
No credentials are currently recorded.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 3
- leadiq.com https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 independent
- linkedin.com https://www.linkedin.com/company/tidewater-finance-company independent
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
- tidewaterfin.com https://www.tidewaterfin.com/about self-published
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-clientele self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
- tidewaterfin.com https://www.tidewaterfin.com/resource-center/money self-published
- tidewaterfin.com https://www.tidewaterfin.com/services self-published
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published
- Data refreshed
- leadiq.com https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 independent
- linkedin.com https://www.linkedin.com/company/tidewater-finance-company independent
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
- tidewaterfin.com https://www.tidewaterfin.com/about self-published
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-clientele self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
- tidewaterfin.com https://www.tidewaterfin.com/resource-center/money self-published
- tidewaterfin.com https://www.tidewaterfin.com/services self-published
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published
- Source classes
- business_website (self-published), independent_editorial (independent)
- leadiq.com https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 independent
- linkedin.com https://www.linkedin.com/company/tidewater-finance-company independent
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
- tidewaterfin.com https://www.tidewaterfin.com/about self-published
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-clientele self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
- tidewaterfin.com https://www.tidewaterfin.com/resource-center/money self-published
- tidewaterfin.com https://www.tidewaterfin.com/services self-published
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published
- Synthesis run at
- leadiq.com https://leadiq.com/c/tidewater-finance-company/5a1d9806230000590086a462 independent
- linkedin.com https://www.linkedin.com/company/tidewater-finance-company independent
- tidewaterfin.com https://www.tidewaterfin.com/ self-published
- tidewaterfin.com https://www.tidewaterfin.com/about self-published
- tidewaterfin.com https://www.tidewaterfin.com/contact-us self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-clientele self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-mission self-published
- tidewaterfin.com https://www.tidewaterfin.com/our-team self-published
- tidewaterfin.com https://www.tidewaterfin.com/resource-center/money self-published
- tidewaterfin.com https://www.tidewaterfin.com/services self-published
- tidewaterfin.com https://www.tidewaterfin.com/tidewater-financial-your-trusted-financial-advisor-in-encinitas self-published