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8AM - 5PM
600 W Broadway Suite 700, San Diego
Investing
“We absolutely believe he has our best interests at heart and have actually recommended Robert to family members who are working with him. He's always completely prepared and able to let us know his best assessment on how the next months and years will shake out, which keeps us in our comfort zone.”
“Highly recommend to anyone seeking a knowledgeable and trustworthy financial planner. Personalized, goals-oriented approach, always clearly & patiently explained. Definitely has given me confidence ease of mind in my financial future.”
8AM - 4:30PM
6265 Greenwich Dr STE 201, San Diego
Investing
“Our confidence only grows with each meeting and interaction we have with Tina and Matt. We're so impressed with their acumen, knowledge and experience, and grateful to have such competent stewards of our finances. Much appreciation to them and the CCMI team!”
“I sat with a young professional name Sam Troughton who is very knowledgeable about investments,I feel more empowered to move Forward in my investment journey with Charles Schwab. I’m very excited and ready to get started with the help of Sam Troughton he explained everything into details made a very easy to understand. Everyone is always so nice and professional at Charles Schwab and I will be returning thank you guys so much for your services you provide.”
“As a newly retired couple in our 60s and 50s, we searched for reliable and comprehensible information on how to manage our finances in retirement. We found it in Taylor Schulte’s podcast “The Stay Wealthy Retirement Show,” and we decided to set an appointment for a free retirement strategy meeting. We are so glad we did! That first meeting set the bar for the top quality work that we have come to expect and always receive from the Team. We have been working with Define Financial for a few years now, and in each interaction, Tyler, Taylor, Josh, Karen and others on the Team have shown how genuinely interested they are in understanding our financial picture and life’s events, and they have always taken the time to answer all questions quickly and with clarity. Being able to rely on the Team to convert what we had worked so hard to save into monthly distributions is so important for our peace of mind and being able to enjoy life in retirement. Thank you Define Financial for all that you do, so that we can do what we do!”
“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”
“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!”
8:30AM - 4:30PM
1455 Frazee Rd Suite 543, San Diego
Investing
“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.”
“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 :)”
8:30AM - 5PM
10620 Treena St Suite 100, San Diego
Investing
“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!”
“Schwab held a great event today, a free client Shredding Event. They got me off my butt & I got rid of old documents that should have been shredded years ago. The agents were very hospitable & served sandwiches & snacks. Thank you Schwab”
6:30 AM - 5:00 PM
8334 Clairemont Mesa Blvd, San Diego
Investing
“We’ve chosen prime capital choice twice now, and zero regrets. They have done everything they said they would do. No high pressure or pushy calls, like you get from the competition. We would utilize their services again if we developed a need. Friendly, knowledgeable, helpful and highly understanding reps is the key reason we stick with PCS.”
“I had an incredible experience working with Kelly Lord. From start to finish, he was completely on top of every detail of my loan. Kelly made what can be a stressful process feel smooth and easy. His communication is top-notch, and he was always one step ahead of the paperwork. If you want a lender who is professional, fast, and truly cares about getting the job done right, Kelly is your guy. Highly recommended!”
“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.”
8AM - 7PM
12707 High Bluff Dr #200, San Diego
Investing
“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!!!”
“Walked in mid-week later in the day without an appointment and was lucky to have almost everything I needed done taken care of. As soon as I arrived, a line started to form of about 4-5 people. Probably best to make an appointment so as not to wait. I was in and out in about 10 minutes so I was happy.”
8:30AM - 5PM
3570 Carmel Mountain Rd STE 120, San Diego
Investing
8:30AM - 5PM
11943 El Camino Real Suite 120, San Diego
Investing
“I have been with both Fidelity and Vanguard for over 25 years. I find Fidelity way better for service, expertise, and lack of mistakes. I have had 4 reps at this office over 25 years. Mostly very good. Current rep (Michael Green) outstanding. Super helpful and not chasing commissions. One of the 3 previous reps was a big shot frequently offering me high commission products I didn’t need.
The people at the counter have been pleasant and 100% professional the dozen+ times I have needed service.”
“I would like to personally thank a Vice President at this financial institution name Ruth Benrimoj. I am an African-American male CEO and I went to this financial institution about a month ago inquiring about secure credit card to boost my Phico score to get a lower interest rate on one of my homes this lady is very professional attentive to my knees and quite frankly I'm considering opening up an account at this financial institution thank you very much for all your help ma'am and I hope to see you before year end with a secured credit card in the amount of five to $10,000 if you have any questions please contact me at 619-536-7575 thank you take care bye-bye”
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“Sacha and his team are a great resource. The team at Source Capital were there to answer questions, and to help with any issues that arose in a prompt and professional manner. Thanks, Sacha and Team!”