Financial Advising in San Diego, CA
26 locations found near San Diego
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Financial Advising
8:30AM - 5:30PM
2840 Adams Ave #100, San Diego
Financial Advising
“Overall tax return experience was exceptional. Knowing we had a very capital gains intensive return as a result of the sale of 2 homes in Northern Ca, Jennifer was able to translate escrow closing papers along with having a good understanding of tax laws and real estate transaction requirements into a completed tax return. Jennifer was very thorough in asking the appropriate questions and requested all the necessary tax documents. Evidently, it was obvious she was well aware of these intensive real estate transactions. She presented all the latest tools, software and security checks for ease of mind.Robert and Gloria Tellez”
Financial Advising
“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.”
Financial Advising
“Words can't express the pleasure of working with Dave Magee. For several years he has made it his mission to keep me informed and educated on the market. Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.”
Financial Advising
“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.”
Financial Advising
“Ryan, Peter, and the team at Bull Oak are not only skilled advisors, they are thoughtful as well. Often the first thing that comes to mind when looking for an advisor is managing investments. Bull Oak does this of course--their philosophy is logical and evidence-based. But they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, for example. They have done this while also factoring in our goals and values. They are also a delight to work with. We highly recommend Bull Oak Capital.”
Financial Advising
“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!”
8:30AM - 4:30PM
2221 Camino del Rio S STE 307, San Diego
Financial Advising
“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.”
Financial Advising
“I had such a great experience here at WMA. The front desk receptionist Jenna was warm and inviting and instantly felt at home. I was even offered coffee or tea. The tax filing was quick and painless, and I felt I was asked the appropriate questions for an easy process. Thank you to Rick for all of your help, I'm so appreciative!”
Financial Advising
“I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw solutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.”
Financial Advising
“Johnson Andrews is our planner/advisor, and he is very bright, knowledgeable and responsive. He has created an excellent plan for us and has quickly begun to execute. I highly recommend him and Pure Financial.”
Financial Advising
“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.”
8:30AM - 4:30PM
2020 Camino Del Rio N Suite 215, San Diego
Financial Advising
“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.”
Financial Advising
“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???”
Financial Advising
“We are very happy with the services, advice and management of our funds. Our financial advisor has been attentive and quick to answer all our questions and requests.”
Financial Advising
“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!”
Financial Advising
“Wealth management services in San Diego are a dime a dozen. I had no idea what to look for in a financial advisor but luckily I was already using Brian Grigg for my personal and corporate taxes. Brian is a licensed CPA and PFS, so he manages my 401k, life insurance, personal taxes and corporate taxes. 3 years ago, I had no financial planning in motion. Now, because of Brian's knowledge and guidance, I do and it feels great. He took the time to actually explain and educate me about the importance of controlling my finances right now. I couldn't be happier with his services. If you need a wealth advisor, I highly recommend Brian and his team.”
Financial Advising
“Mr. Mark Schultz is a very kind and best at his job! Bing a first time home owner is every stressful mark takes the time to explain everything step by step so i can understand. Mark is very patient, he doesn't know how much I Appreciate all his hard work. I thank you so much. Helen Cota”
Financial Advising
“Open Door Financial is an amazing financial advising company that will help you to achieve financial peace and freedom. They offer specific plans tailored to your financial situation to help you get on a budget, pay off debt and begin investing for the future. We highly recommend them!”
Financial Advising
“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.”
Financial Advising
“Darryl was great, this was our first year having our taxes done through him and it was a great experience. He was professional, organized and speedy. Gave helpful advice and we had very clear communication over the phone, email and the secure document portal was easy to use. I would highly recommend Top Hat to all my friends and family.”
Financial Advising
“We've worked with robert and his firm for the past several years and have been immensely impressed with his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!”
Financial Advising
“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!”
Financial Advising
“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”
Financial Advising
“Fidelity investments has been helping my family plan for our future for 30 years. They are an order of magnitude better than other services such as Vanguard, Wells Fargo, Ameritrade etc.And Fidelity is less expensive.”
9:00 AM - 5:00 PM
8745 Aero Dr #106, San Diego
Financial Advising
“This review is long overdue.I've been working with Amanda, Cathy, and her team since 2019. Starting my small business, they were there to help me at tax time and complete the whole process of becoming an S-Corp.Ok, first of all - YES I'm beyond excited about what Amanda and her team were able to do for my small business taxes. The pricing is fair and you're getting top-notch attention.I like their new portal for organizing all your files online.Last, I'm amazed that her team was able to help me this 2022 tax year because this family has been through a direct loss in the family, Neil. I'm sorry about the news. However, Amanda and the team have always been there to give me insight and get the job done.Thank you, ladies! You're amazing.”
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