Everything was great. The workers were good very polite. Everything was explained extremely well. I would recommend this business to everyone.
November 2020
At 70 years of age I have invested a lot of time and money with different advisors and none of them can compare with the quality of care as well as the success of my portfolio! Taylor Schulte and his team of experts shine head and shoulders above the rest. Nobody could be more professional.
Define Financial is a San Diego Financial Planner and was ranked as the #2 Top Independent Financial Advisor in the U.S. by Investopedia. The firm specializes in helping retirement savers over age 50 reduce their tax bill, invest smarter, and optimize their retirement income paycheck.
