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8AM - 5PM
30 Town Center Pkwy Suite B, Santee
Investing
“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.”
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!”
9:30 AM - 4:00 PM
475 FLETCHER PKWY , EL CAJON
Investing
“I been happy with Wells Fargo bank 20 years more it's not get my way there time due my self there times bank does take of it yes bank out way help me I am a customer for life thank you Wells Fargo bank”
Investing
Investing
“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.”