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“Paul and the rest of the PracticeCFO Team put my mind at ease with purchasing my first practice. They have offered advice and counseling above and beyond expectations, which shows they truly care about the success of my practice…and not just financially. This has been the greatest addition to my Team. So glad I came across Wes’ podcast and made the call (which by the way I had a within hours of making my first inquiry). Top notch service to say the least. You won’t be sorry to have them as an integral part of your Team.”
“Highly recommend! They make tax season a breeze! I have used Beach Cities Financial Group to file my tax returns since 2015 and I am so pleased with their services. Every person working there are extremely helpful, professional, and friendly. They always respond swiftly to any questions or concerns I have - both personal and business related. They do electronic tax filings, so you can file fully electronically if desired. Or you can schedule an in-person tax filing appointment and go to their child friendly office in El Cajon. This year (2023), I chose to schedule an in-person appointment and was pleasantly surprised over their warm and caring business approach. They really put my mind to ease and now my taxes has been filed, yay! I will definitely to this again next year!”
“Used them for years, always on top of things and very professional. I see Michelle M., but have no doubt that they are all good there. Great at what they do. They also do an annual food drive, a plus for sure.”
“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!”
“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!”
“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.”
“Patrick and associates have been doing mine and my family taxes for many years now and we are extremely happy with their services and the money that they have saved us over the years. Great honest people you can't find any better.”
“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!”
10:00 AM - 2:00 PM
7227 Broadway #402, Lemon Grove
Financial Advising
“Ms.Mae did my taxes last year and got me a fantastic refund. With her knowledge of the tax code she was able to find deductions that I couldn't have done on my own. Do yourself a favor and let her my your taxes. Life should be trouble free.”
“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.”
“What a relief! They took the burden off of my shoulders to figure out my Social Security Disability taxes, this was my first year receivibg benefits. Sherrill and Mitchell answered all of my questions with kindness and patience, even during crunch time! I highly recommend this firm for your tax needs, simple or complex. They gave me peace of mind and that is priceless!!!”
“Wilsey Asset Management, led by Brent Wilsey, offers a refreshing approach to wealth management. From the initial contact, Brent's stellar communication skills set the tone for a client-centric experience. The family-driven team, including Brent and his son, Chase, showcases a blend of expertise catering to clients of all sizes, from smaller to substantial portfolios.What distinguishes Wilsey Asset Management is not just financial prowess but also a genuine commitment to philanthropy. Brent's active involvement in community causes reflects a sincere passion for making a positive impact beyond financial matters. In terms of returns, Brent consistently outperforms, delivering results that significantly surpass the S&P 500. The firm's dedication to excellence, integrity, and community engagement makes it a standout choice in the wealth management landscape.”
“Management rewards hard work and has a great management team. I enjoy working with my co-workers to provide solutions to our clients. Industry changes all the time but ICM always looks ways to provide continuing education, and training!”
“First Republic bank has been the best banking experience I've ever had. Ang banking issues and you get a direct line to your banker, not a 1-800 number. Customer service seems to be their top priority. Any questions or issues are handled promptly. The employees are fast, efficient, and friendly and always have a positive attitude. I'm disappointed I spent so much time with chase and other globo banks and didn't come to First Republic sooner.”
“Wanted to say a few things about this auto finance lender in San Diego. Lincoln Financial has been around since 1952 and unlike many other lenders in business now they have very little history and relationships like Lincoln does. This company is here serving independent auto dealers and their customers to bridge the want and need of owning a vehicle into reality. If you are a dealer in the area call Allan or Cesar today @ 619-497-5220 for more information.Lincoln your financial partner since 1952.”
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“Jack Loehr is the best financial advisor at Edward Jones. Why is he the best? 1. Within one year of him taking over my IRA in 2020, he grew my investment by ~ 24.88%+ and 13.99%+ in 2021 (38.87% in a 2 year period). 2. He advised me last year to not take the advance child credit because it may adversely affect my tax liability. Welp, he was right! I owe $3,000, which is the amount of the advance child credit. Luckily for me, I heeded his guidance and saved the money in a high interest bearing account to leverage the money to make money for my kids' college. So now, no stress! Giving the IRS back the money they advanced me, lol. So silly. I believe partnering with Jack is a win-win. I am so blessed to have met you. We all deserve better.”