# Heartland Investment Advisory Services, San Diego: an investment service in San Diego (2026 guide) Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/heartland-investment-advisory-services-san-diego-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 3 sources. Updated 2026-08-19. Owner review: not yet. Canonical: https://localairegistry.com/biz/ca/san-diego/heartland-investment-advisory-services-san-diego-ca ## In short Heartland Investment Advisory Services is an investment service in San Diego, CA. Its AI Score is 25 of 100, which is poor. Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page. ## Key facts | Fact | Value | | --- | --- | | Type | Investment service | | Address | 13050 Evening Creek Dr N Ste 550, San Diego, CA 92128, USA | | Hours | Mon to Fri Open 24 hours · Closed Sat to Sun | | Phone | (619) 689-8062 | | Owner | Nothing found | | Rating | 5.0 across 1 review on Google | | Known for | Heartland Investment Advisory Services is best known for their focused approach to updating estate plans, offering personalized financial guidance that resonates with both clients and industry professionals. | | Prices | Nothing found | | Quietest time | Tuesday | | Parking | Nothing found | | Last verified | September 19, 2026, 12:26 AM | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 13050 Evening Creek Dr N Ste 550, San Diego, CA 92128, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Description | Bruce Beaty RICP, CLU, ChFC, MBA, LACP (619)-689-8062 askbruce@heartlandfin.com Investment Advisor Representative Advisory services offered through Madison Avenue Securities, LLC (“MAS”), a Registered Investment Advisor. MAS and your Heartland Investment Advisory Services are not affiliated entities. CA Insurance License # OH69548 | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Hours | Mon to Fri Open 24 hours · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Mondays | Open 24 hours | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Name | Heartland Investment Advisory Services | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Phone | (619) 689-8062 | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Monday | Open 24 hours | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Tuesday | Open 24 hours | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Wednesday | Open 24 hours | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Thursday | Open 24 hours | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Friday | Open 24 hours | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Services | Service | Investment advisory | AI guess | Nothing found | | Services | Service | Mitigating risk | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Multi generational | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Multi-generational planning | AI guess | Nothing found | | Services | Service | Retirement income planning | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Risk mitigation | AI guess | Nothing found | | Links | Website | http://planwithheartland.com/ | Confirmed | Google Business Profile, checked Aug 18, 2026 | ## Services and prices These are the 3 services Heartland Investment offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | Mitigating risk | | | | Confirmed | | Multi generational | | | | Confirmed | | Retirement income planning | | | | Confirmed | ### Known for Heartland Investment Advisory Services is best known for their focused approach to updating estate plans, offering personalized financial guidance that resonates with both clients and industry professionals. ## The team Nothing found ## Visiting Heartland Investment Address: 13050 Evening Creek Dr N Ste 550, San Diego, CA 92128, USA. Phone: (619) 689-8062. Hours: Mon to Fri Open 24 hours · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:54 PM.) ### Location info from Google Business Profile Business description, written by Heartland Investment on its Google Business Profile: "Bruce Beaty RICP, CLU, ChFC, MBA, LACP (619)-689-8062 askbruce@heartlandfin.com Investment Advisor Representative Advisory services offered through Madison Avenue Securities, LLC (“MAS”), a Registered Investment Advisor. MAS and your Heartland Investment Advisory Services are not affiliated entities. CA Insurance License # OH69548" ### When to go Quietest day: Tuesday. Busiest day: Thursday. From the popular times on its Google listing. ### Parking and getting in Nothing found ### Nearby | Place | Type | Distance | | --- | --- | --- | | Farmer's Fridge | Restaurant | 1 min walk | | Mein St. Asian Kitchen | Chinese restaurant | 2 min walk | | BikeLink: Sabre Springs Bike room | Parking | 3 min walk | | Bikestation Secure Parking Structure | Parking | 3 min walk | | Sabre Springs Transit Station | Parking lot | 3 min walk | | Sabre Springs & Penasquitos Transit Station | Bus station | 4 min walk | ## Reputation 5.0 average across 1 review: Google 1. (Confirmed, read August 18, 2026.) Not enough review detail to summarise confidently. (AI guess, from 1 review.) ### What people like Nothing found ### What people do not like Nothing found ### Press No press story about Heartland Investment found yet. ### Awards None named yet. ### Directories Directory listings not read yet. ## Recent updates from Heartland Investment Heartland Investment hasn't posted an update here yet. ## Questions people ask ### ballpark before I book, what am I looking at No answer yet ### Busiest day at Heartland Investment, anyone know? No answer yet ### first visit here, what do I need to bring? No answer yet ### people keep recommending Heartland Investment, what for? No answer yet ### torn between Heartland Investment and Johnny's? No answer yet ### last update from here was when? No answer yet ### is San Diego expensive for this, or is it just here No answer yet ### cancellation list here, is there one No answer yet ### what time does Heartland Investment in San Diego actually open? No answer yet ### killing time on Evening Creek, any ideas No answer yet ### Anything this place is known for doing well? No answer yet ### Somewhere to park near Heartland Investment? No answer yet ### walk in here, or is it appointment only? No answer yet ### do they shut Saturdays No answer yet ### Any membership pricing at Heartland Investment? No answer yet ### best investment service in San Diego No answer yet ## What AI gets wrong about Heartland Investment We ask Gemini and ChatGPT about Heartland Investment. These are the answers that disagree with the record. ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026. No capture has disagreed with the record yet. ## The AI Score: 25 of 100 The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego investment services run 19 to 25. Fair starts at 45, good at 65. Heartland Investment scores 25, above the San Diego average of 22. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | Heartland Investment | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor | | Off-property attestation | 20 | 37 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Nobody at all was recommended in the 2 answers we hold, so there is nothing to score. | | Reviews & response | 12 | 60 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Fair | | Backlink & citation authority | 8 | 50 | Domain authority and editorial quality of the sources that attest to you. | Fair | | Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 71 | Core Web Vitals at the 75th percentile, on a real phone. | Good | | Content freshness & schema | 5 | 77 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good | Full method: https://localairegistry.com/methodology ## How AI decides what to tell you about an investment service When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on. That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today. The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place." ## How to choose an investment service in California, with or without AI A few checks take ten minutes and tell you more than any rating. - Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door. - Read reviews that name a person and what they did. Vague praise is easy to fake. - Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today. - Ask for the price before you go, and ask what it includes. - Where the work needs a license, ask whose license it is and look it up with California. ## How to read the marks on this page - Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry. - Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit. - AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it. ## About the author Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine. - Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping. - Industry: medical aesthetics, injectables, med spa operations and marketing. - Disclosure: Local AI Registry sells services to business owners, including Heartland Investment if it claims this page. That does not change what this page says. Every fact carries its source. ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to Heartland Investment | | --- | --- | --- | --- | --- | | Heartland Investment Advisory Services | LocalBusiness | #business | http://planwithheartland.com/ | Subject of this page | | San Diego, California | City | #city | Nothing found | City Heartland Investment is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the investment services in San Diego, linked to the lists and towns around it. ### Lists - Best investment services in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/investment-service - Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego ### Nearby - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /fresno: https://localairegistry.com/leaderboards/ca/fresno - /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## Frequently asked questions ### What is AI search optimization for local business? Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it. ### What is Local AI Registry? The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free. ### How does this page help a business get recommended by AI? Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next. ### Who writes the answers here? Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so. ### I own Heartland Investment Advisory Services. How do I fix something or rank higher? Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work. ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJpxy17s3324ARzZyDb5DgVZc (accessed Aug 18, 2026) - [2] planwithheartland.com, http://planwithheartland.com/ (accessed Sep 19, 2026) - [3] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)