Expertise.com

Best Financial Advisors in Chula Vista

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Chula Vista, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Chula Vista, CA

Business Description

Need help contacting a Financial Advisor in Chula Vista? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Blue Summit Wealth Management logo
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Blue Summit Wealth Management

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9001 Grossmont Boulevard, La Mesa, CA 91941
  • Certified Financial Planner (CFP)

Business Description

Blue Summit Wealth Management is a financial and wealth management services company that serves clients in Chula Vista and the surrounding areas. It provides a wide range of financial and portfolio management services, such as investment management, financial planning, cash flow analysis, and tax management services. The company is managed by a team of financial advisors who offer various financial strategies to clients to help them achieve their financial goals. Blue Summit Wealth Management is a member of the Financial Planning Association.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Copley Financial Group, Inc. logo
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Copley Financial Group, Inc.

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2650 Camino Del Rio North, San Diego, CA 92108
  • Tax Planning

Business Description

Copley Financial Group Inc. has been providing Chula Vista clients with financial advising services for 30 years. Its scope of work ranges from investment management to retirement planning. The company also offers wealth management services, helping clients build up and share their current finances. Tax planning solutions are available as well. The company's founder, Matthew Copley, has conducted educational workshops that cover topics such as the different kinds of annuity and strategies for Social Security benefits.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (48)
Yelp
5.0 / 5 (6)
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
ESI Financial Services logo
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ESI Financial Services

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7837 La Mesa Boulevard, La Mesa, CA 91942
  • Tax Planning

Business Description

ESI Financial Services has guided Chula Vista individuals and business owners in navigating their financial situations since 2002. The firm provides financial clarity to clients through holistic financial planning. It also addresses the client’s needs, including retirement planning and insurance review and analysis. Likewise, the firm offers tax and investment advisory services. ESI Financial Services is a member of NAPFA, ACP, and AICPA. The founder, Steven K. Farrington, is a Certified Financial Planner and a certified public accountant.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Koala Financial, Inc. logo
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Koala Financial, Inc.

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5012 Central Avenue, Bonita, CA 91902
  • Estate Planning
  • Tax Planning

Business Description

Established in 2014, Koala Financial, Inc. is an accountancy company serving individuals and small businesses in Chula Vista. With a team of financial professionals, the company provides proper accounting and financial statement services that help business owners determine how much they should be taking in distributions. In addition, it offers business planning, tax planning, audit representation, and real estate services. Koala Financial is owned by Alex Wymore, who graduated with a Master of Arts degree in 2014 and was a military officer for many years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Yelp
5.0 / 5 (30)
Google
5.0 / 5 (13)
Facebook
4.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Mike Rundlett Financial Services logo
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Mike Rundlett Financial Services

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405 South Magnolia Avenue, El Cajon, CA 92020
  • Certified Financial Planner (CFP)

Business Description

Bob Burton is a financial and wealth management advisor with LPL Financial, who serves clients in Chula Vista and the surrounding areas. He offers a complete lineup of wealth and financial management services, including investment management, estate conservation, tax management, and retirement planning services. Bob has over nine years of experience in the financial and wealth management industry. He is a Securities Investor Protection Corporation and the Financial Industry Regulatory Authority member. Bob is a Certified Retirement Counselor and a Certified Plan Fiduciary Advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)
Next Gen Financial Planning logo
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Next Gen Financial Planning

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2020 Camino Del Rio N Suite 215, San Diego, CA 92108
  • Certified Financial Planner (CFP)

Business Description

Next Gen Financial Planning provides services to clients in Chula Vista and the surrounding areas. The firm focuses on assisting professionals in their 20s and 40s. Its services include investment management, cash flow management, tax planning, student loan planning, estate planning, and asset protection. In addition, the team collaborates with clients to help them align their finances with their individual goals and values. Steven Fox, the company's founder, serves as a Certified Finacial Planner and a member of The National Association of Personal Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Facebook
5.0 / 5 (6)
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail