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10AM - 3PM
2231 Faraday Ave STE 100, Carlsbad
Investing
10AM - 6PM
1125 Camino Del Mar UNIT C, Del Mar
Investing
“Just bought a 10 pack of silver bullets! It will be the ultimate white elephant gift. Looking forward to see people battle over them. Love this store, something cool every time I visit. Thanks guys!!!”
“I’ve worked with David and Hengameh exclusively for the past 10 years. Without exception, they have been exceptional on all level of customer support. As communicators, investment strategists and partners in reaching my financial goals, their performance has been beyond reproach. Simply stated, David pays attention. He knows the market and moves quickly to take advantage of opportunities. Every year, even during unexpected market depressions, his advice and guidance has been invaluable.”
“Just want to share my experience with First Republic Bank. I love this bank. Me and my wife both bank with First Republic Bank. After moving form Solana Beach to Downtown San Diego all my banking needs were met. Me and my family are so grateful for everything. I highly recommend First Republic Bank.”
“If you are looking for thorough, personalized financial advice look no further. Jackie and her team are professional and knowledgeable, and always take time to answer my questions. I've worked with other advisors in the past who would use financial jargon making it difficult to interpret their responses. This is not the case with Jackie. She responds with clear answers that don't need interpretation. Jackie truly cares about her clients and it shows in every interaction we have.”
“City national is already a great bank but this branch is always above and beyond. I have been in twice a month for a year and I just appreciate tHeir kindness, knowledge and timely speed.”
“Having relocated to SD I needed to secure a new banking relationship who can handle my very unique banking needs. After meeting with several people/banks it was clear I was fortunate to have the honor of working with Cilette Mitchell -- the bank manager for decades(?!) at CNB. Cilette assured me their bank is a similar to a small town bank and that she would ensure what we discussed would always be honored. In the end I feel blessed having met Cilette (and Yanina who's been my WONDERFUL personal account manager) and look fwd to working with them for years to come!On a side note, CNB is fortunate having such terrific people like Cilette and Yanina on their team. They exemplify customer service!”
“I was so lucky meeting an expert account manager like mrs victoria crypto She is so reliable, trustworthy and very honest. I was so scared of investing on bitcoin because I have heard a lot about scammers but I just had to try with mrs victoria crypto because I wasn't stable financially and today I have realize how interesting it is to be stable financially with the help of bitcon who is always there for the traders and I want to thank you for your help and love you showed me, now you have made my life so beautiful you're the best manager I can recommend everyone to work with, thank you mrs victoria crypto???”
“Unlimited Business Lending is an amazing company!!! Great assistance, fantastic cost! Indeed, even in a good way, these masters caused me to feel OK with the business subsidizing I'd get and I was unable to request a superior worth truly. Energetically suggest! Thank you for everything. Great work!!!”
9AM - 5PM
937 Lomas Santa Fe Dr, Solana Beach
Investing
“If you are in need of a financial advisor, give Spencer a call at Edward Jones. He will listen to and help establish your goals. He is extremely thoughtful and knowledgeable in retirement planning.”
8:30AM - 4:30PM
2906 Roosevelt St, Carlsbad
Investing
“We have trusted MCM with our finances for several years and appreciate their professionalism and advice. John and Melissa recently helped us refinance our home, and being self-employed, this could have been a challenge. We are grateful for their guidance.”
9AM - 5PM
5010 Wateridge Vis Dr, San Diego
Investing
“I wanted to recognize Ian Brezina, relationship manager with TD iInstitutional. I needed to get fund transfers expedited in order to make an investment and without his help I would have missed the window needed to make the investment. He not only took ownership of helping me but followed up after the funds were transferred with a call informing me of their transfer. Job well done and a valuable teammate for the TD Ameritrade Institutional group, thanks again, Jim”
“City national is already a great bank but this branch is always above and beyond. I have been in twice a month for a year and I just appreciate tHeir kindness, knowledge and timely speed.”
“Matt is a great person to work with. He is knowledgeable with all types of financial products and services. Matt is not your average stock broker and he can do more than buy and sell stocks. I highly recommend Matt to anyone seeking sound financial advice.”
“The customer service is great, no complaints from. I've come in a couple of times and everyone has been nothing but amazing with me. I have recommended them to my kids and coworkers.”
“I was extremely confused about investing financially, and when I went into Charles Schwab, on high Bluff, everybody was so patient and Helped me with my financial needs??? thank you Franc”
8:30AM - 5PM
11943 El Camino Real Suite 120, San Diego
Investing
“Update: I want to give an extra shout-out to Mr. Jerel Custodio at the Del Mar venue for going out of his way to help me and my elderly mother. Because the documents were incorrectly when they returned, Jerel printed a new set and labeled which pages to sign clearly and mailed them back to my mom. I wished we accepted Jerel's assistance the first time around, although Fidelity's customer service tried to do that. Embarrassingly this was our mistake and legal documents can be overwhelming to understand. Jerel saved us time and postage getting the documents re-notarized and scanned into the system - I cannot express enough thanks for his kindness and excellent customer service! We will definitely work with Jerel in the future, and I highly recommend him.”
8:30AM - 4:30PM
2111 Palomar Airport Rd #330, Carlsbad
Investing
6:30 AM - 4:00 PM
5800 Armada Dr #300, Carlsbad
Investing
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“After hearing a number of very positive and successful testimonials about Jim Lackey Associates I recently made an appointment with Jim to discuss options regarding my Mother's trust situation involving the financing of the estate. Our meeting was casual but our discussion was professional as Jim shared a wealth of information for me to consider. What I most appreciate is that our conversation was transparent as he plainly explained Lackey Associates services, the costs and expectations. He gave his opinion on some of the best options, to my benefit, for my plans to build a home. I strongly recommend you consult with Jim for his services, especially if you have a situation that is out of the box or need financing easily and quickly. Thankful for him and the services he provides.”