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8AM - 5PM
600 W Broadway Suite 700, San Diego
Investing
“I highly recommend Dan Goldstein with Pure Financial. I had a free assessment and meeting with Dan. He listened to my financial concerns and needs and offered great advice. He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
8:30AM - 4:30PM
2020 Camino Del Rio N Suite 215, San Diego
Investing
“I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.”
8:30AM - 5PM
2650 Camino Del Rio N Suite #350, San Diego
Investing
“I've been working with the team over at Copley Financial Group for almost a decade now and they have far exceeded my expectations of what was possible. I'm on track to retire early thanks to them! I can't thank Matt and his team enough! Thank you!”
“The Chula Vista Office Staff Services are Amazing and always Great Service!!! I get more than just Great Service but a Great way to start my day!! Jennifer,Martin,Malisa, and Kenya are all great tellers!”
“I spent a lot of time trying to get a cash out refinance on a home I purchased through my LLC. This was nearly impossible without first taking it out of my LLC and then put it back at a later date (or so I was told by so many financial institutions). I owned the home entirely and should have been a no-brainer to use the equity in this fully remodeled home. After some extensive and exhausting research, along came came Source Capital one of the last shots at getting this done. What a world of difference! In these crazy times to find this company was/is simply amazing! Ryan Burns Spoke with me and listened to what I was looking to do and to my surprise understood exactly what I wanted, and still keep it in my LLC. Working with him and the wonderful Marie Gleason who walked me through the entire paperwork process, and insured everything was processed just how I had envisioned it. I cannot thank these wonderful people enough. They helped my business when I needed it the most, and and in a wonderfully short time the whole package was done and funded. I will definitely go to them for my future needs.”
“We have recently opened a new account with First Republic in San Diego and they made the remote process so easy and seamless! They even sent us an amazing welcome gift! Highly recommend and excited to expand our business with such a professional bank.”
“We are giving Charles Schwab hazard center location five stars mostly because Michael at the front desk from Indiana helped us out. He was very patient and sweet. He took us to the computer and helped us with our every need. He also made sure we typed in the correct things he showed us shortcuts. He is amazing and that's why we're giving Charles Schwab hazard center five stars.”
9:30 AM - 4:00 PM
1199 Highland Ave, National City
Investing
“Id like to give a shout out to one of the tellers her name is Edith or Judith. Not sure how you say her name. She was helpful and made sure I got the help I needed.”
9:30 AM - 4:00 PM
610 First Ave., San Diego
Investing
“Best Wells Fargo downtown San Diego I recommend calling and making an appointment, if needed. I worked with mr luyua who was professional and handled a complex acted problem for me in a kind manner”
Investing
Investing
Investing
Investing
Investing
“Unmatched service, communication, and rates. A company that always goes the extra mile to service their customers. Your in GREAT hands with Source Capital Funding”