Financial Advising in San Diego, CA

“I have enjoyed working with Drew, Cameron, and the rest of the team. I feel that my concerns are addressed adequately and carefully, and I also feel that I am not treated as "just a number".”

“The evaluation of my credit report was very thorough.
I appreciated the time and professionalism provided by Mr Marvin in explaining the report to me.
I have been hesitant for years to pursue having my credit report evaluated because of the scam artist out there, however I am glad I chose
Jenn Financial.”

“Jennifer is my CPA and did a wonderful job preparing our taxes. She saved us much more money on our refund than previous CPAs we have worked with. She educated my husband and I on various ways we can mitigate taxes, and save money. I appreciated her thoroughness and all her follow up questions to ensure that our taxes were completed correctly and thoroughly. Thank you for all of your hard work, Jennifer!”

“I highly recommend David Peterson as a financial advisor. He delivers great returns but more importantly David is someone you can trust with your money. To me that is the most important thing to feel safe.”

“We meet with Danny twice a year for our semi-annual meeting. Every time, during and after our discussions, I marvel at Danny's ability to keep everything relating to our accounts under his close control, to be well aware of our needs and what could help us to make better choices as to our investments and what steps to take to ensure the wealth growth.Danny is very knowledgeable, highly resourceful, responsible, and always ready to advise us on the best possible outcome of our investments. We trust that Danny has our interests at heart and trust his expertise and experience. Over the years, it feels like Danny became a part of our extended family; at least, this is how we think and relate to him.Our decision to work with Danny was the right decision for our us. If you are considering whether to have a financial advisor, we highly recommend you consider Danny Michael and Satori Wealth. With Satori Wealth, you are in very capable and dependable hands.”

“This group is amazing to work with! Philip is so knowledgeable and patient as we made our decision to switch groups. Really appreciate the entire team and looking forward to many years of wise financial assistance :)”

“Joe Sanchez is our advisor. I'm not sure why I haven't written a review before, because we love working with Joe, and have been a client for close to 3 years now. We have managed our own finances for decades but decided as we got close to retirement that we needed a financial advisor. We researched many companies and landed on Pure Financial. I'm so glad we did and that Joe was assigned to be our advisor. Not only is he someone who is very likeable, someone you could see as a good friend, he knows what he is doing and is honest about the pros and cons of different options. We have done well working with him, especially during the volatile market and he takes as much time answering questions and discussing the options. We have learned a lot from him and feel very taken care of. It's hard to consider turning over your financial well fair to a company but through Joe we have great trust and feel secure knowing we have someone who genuinely seems to care and can intelligently navigate the financial markets to keep our money continuing to see solid returns.”

“I totally recommend Jason and Open Door's services. Working with him was clear and straightforward, tailoring our meetings around our family's needs. It was so great to have a guide on how to get our affairs in order!”

“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”

“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now. Creating a financial plan with Kim Benson was one of the best things we have ever done. It gave us a clear picture of exactly what we needed to do in order to set ourselves up for success in retirement. The financial plan was such an eye opening experience and there was not any hesitation in moving our portfolio to CCMI. There is no one that I would trust more than Kim Benson to manage our money going forward. Thank you to Kim and her entire team at CCMI.”

“I feel compelled to share my heartfelt appreciation for the outstanding service I have received from Dareen and his team over the past 13 years. His unwavering expertise and remarkable flexibility have been instrumental in navigating the often complex world of taxes, and I couldn't be more grateful for his invaluable assistance.Dareen's expertise in tax matters is truly exceptional. Throughout the years, I have been consistently impressed by his deep understanding of tax laws, regulations, and ever-changing policies. His extensive knowledge and experience have allowed me to approach my tax obligations with confidence, knowing that I am in capable hands. Dareen's attention to detail is unparalleled, ensuring that no stone is left unturned and no potential deduction is overlooked.What truly sets Dareen apart is his unparalleled flexibility. In the fast-paced world, we live in, where schedules can change at a moment's notice, Dareen has always been accommodating and understanding. He has gone above and beyond to work around my busy schedule, offering flexible meeting times and even providing remote consultations when necessary. This level of flexibility has made the process remarkably convenient and stress-free, allowing me to focus on other aspects of my life with peace of mind.Not only is Dareen highly knowledgeable and adaptable, but he is also a true professional in every sense of the word. His patience, approachability, and willingness to explain complex tax concepts in a clear and understandable manner have been invaluable to me. Dareen has the remarkable ability to make even the most intricate tax matters accessible, empowering me to make informed decisions and optimize my financial situation.Over the years, Dareen has consistently demonstrated his commitment to excellence. His dedication to providing exceptional service has undoubtedly left a lasting impression on me. Whether I had a simple tax inquiry or required comprehensive tax planning, Dareen has consistently exceeded my expectations, proving himself to be a trustworthy and reliable expert in his field.In conclusion, I wholeheartedly recommend Dareen to anyone seeking top-tier tax services. His expertise, flexibility, and unwavering commitment to client satisfaction have made him an invaluable asset in my financial journey. I am grateful for his guidance, and I look forward to continuing to work with him for many years to come.Thank you, Dareen and your great team for your exceptional support and for consistently going above and beyond to ensure my financial well-being.”

“Sal Cafiero is efficient! He makes your tax appointment less stressful by his calm demeanor. He is honest and trustworthy. He handles my personal taxes as well as for my corporation. He is professional along with his front office staff. His office is organized and clean.”

“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.”

“I have known Sandeep, Nisha, Steve and the ATS staff for many years and am very impressed by their services, professionalism, knowledge of the market, and the friendliness of all of them. I feel safe and confident with them handling my financial future.”

“My husband and I feel very fortunate to have found the team at Bull Oak. We were looking for a financial partner we could trust, align with and have confidence in their strategy and execution for our retirement planning. We found that with Bull Oak. From the first meeting and all subsequent meetings with Peter and Michael as well as interactions with Ryan, the team has been professional, knowledgeable, patient addressing questions and through explaining options and potential risk and benefits. We interviewed several other financial advisors and teams before making our decision. For us, Bull Oak hit the mark for being a tremendous resource and partner we could see ourselves working with to ideally position ourselves pre and post retirement. Peter, Michael and Ryan are all highly knowledgeable but they are also relatable and have been a pleasure to work with. Searching for someone to handle your finances can be daunting. We now have peace of mind knowing we are in a good position for the next stages in our lives. If you're searching for a trusted partner, I highly recommend to connect with Peter Campbell @ Bull Oak to learn more about their comprehensive financial services: investment strategy, tax planning, estate planning and so much more!”

“Susan has been my financial planner for over 20 years. We review my investments at least once a year, and we figure out what is best for my family together. Susan is always available when I have a question. She is a pleasure to work with!”

“They did it again. Mike & Ryan Always Get a Great Service From them. The reason why I come here always is because they great customer service. These people really care about customers and this is the reason why they busy but no matter when they alway take care people. Thank you guys again ! Eddie G”

“I lost my job recently due to layoffs and GreenPath was incredibly helpful and kind. We reviewed all available options for assistance and they helped me get a plan together to keep my home.”

“Wife and I worked with Steven and Josue for the past 5 years.

They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions.

Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.”

“. Wealth and Wisdom Partners is a great company. We have been with Traci since we retired 20 years ago. They have always been there for us. They are prompt, responsive and always give the best advice. They have helped make us financially secure.”

“The team at Define Financial is excellent across the board. Their advice and portfolio management greatly exceeds the cost. I don't have to worry about the markets--my advisor is doing that for me while I get to enjoy improving my golf game.”

“My experience with Ed has been nothing but extraordinary. He is very organized focused and consistent. He keeps me informed with regard to the latest in tax code changes and he is meticulous in every aspect of my return. I endorse him wholeheartedly. He's also an SDSU Aztecs fan!”

“TGG helped train me on how to use QuickBooks to manage my company’s payables. And whenever my boss and I need help with accounting for more complex transactions, TGG is always there to assist us.”

“I would highly recommend WAM to anyone looking for a financial advisor. Chase and the entire team is very professional, helpful and take the time to get to know you and your individual financial situations and also provide fast and efficient answers to any questions or requests. Highly recommend!”

“Our business has had a great experience with Endeavor Bank. We get personalized service and have a direct contact (Sabrina) who is always available if we need anything. I highly recommend for businesses with ACH and dual authorization needs.”

“I was referred to Jessica by a friend and I'm so happy with my experience at this family owned office. Jessica was attentive, kind, patient, and very efficient at filing my taxes. I will continue to file with her as she truly knows what she is doing.”

“I called baby boomer credit repair and immediately was welcomed by Mel , he was thorough with plenty of direction .it took a matter of weeks & my credit was restored . Highly recommended BABY BOOMERS CREDIT REPAIR”

“I’ve been privileged to work with Bryant at Launch CPA for some time now, and to say that he has been a game-changer for both my business and personal financial affairs would be an understatement. Bryant’s approach to accounting is unparalleled; he dives deep into the intricacies of the books, ensuring that every penny is accounted for and that my business remains compliant with all tax regulations.When it comes to business taxes, Bryant exhibits an exemplary knowledge and understanding of the complex tax laws. He proactively looks for tax-saving opportunities, ensuring that my business benefits in every way possible. His expertise has not only saved me a substantial amount in potential tax liabilities but has also streamlined my financial processes, making them efficient and stress-free.But what truly sets Bryant apart is his holistic approach. Beyond just business, he has been instrumental in managing my personal taxes. He offers tailored advice, keeping in mind my individual financial goals and needs. His recommendations have been spot-on, maximizing my returns and positioning me favorably for future financial growth.Moreover, Bryant’s responsiveness and patience in addressing my myriad of questions have made my journey with Launch CPA an educational one. I’ve gained a deeper understanding of financial strategies and tax implications, all thanks to his detailed explanations and willingness to educate.In a world filled with accountants, Bryant shines bright with his genuine dedication to his clients’ success. I feel incredibly fortunate to have found such a reliable, knowledgeable, and dedicated accountant. I highly recommend Bryant and Launch CPA to anyone seeking top-notch accounting services; they truly are the best in the business!”

“Great service. Loved the way they were patient explaining everything about credit repair prior to getting my issues cleared up. Bought a house 2 weeks later! Thank you to the whole team!”