Laurels

Best Financial Advisors in San Diego
2022

Grace Wealth Management Group, Inc.

Grace Wealth Management Group, Inc.FEATURED
Expertise.com

Grace Wealth Management Group, Inc. is a full-service financial company that offers multiple services and products to San Diego residents. The company has more than two decades of financial planning experience. In addition, the firm holds local workshops to educate people about their financial futures. The company focuses on investment management, financial planning, long-term retirement planning, and insurance products for individuals and families, as well as business planning strategies and multiple employees, benefits plans for business owners.

San Diego, CA

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

San Diego, CA

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Blake Gallion

Blake Gallion

Blake Gallion provides San Diego-area customers with customized investment management and financial planning services. Clients will find that the Certified Financial Planner is effective, purposeful, and efficient in his approach to helping clients understand, plan, and invest for a successful financial future. Blake Gallion advises with the highest level of integrity, as well incorporates faith-based principles in advisory services.

San Diego, CA 92128

Website

Website
Bull Oak Capital

Bull Oak Capital

Bull Oak Capital provides a range of professional services that help clients to meet personal financial goals. The San Diego-area, financial planning firm commits to delivering excellent customer service by supplying an easy-to-understand business model and fee transparency. Bull Oak Capital specializes in offering comprehensive financial planning and sophisticated portfolio management services.

San Diego, CA 92101

Website

Website

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

74 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Creative Capital Management

Creative Capital Management

Creative Capital Management concentrates on providing clients with highly personalized, proactive financial planning and investment management services. San Diego clients can rely on the fee-only advisory firm to employ Certified Financial Planner professionals that deliver empowering tools, strategies, and expert guidance. Creative Capital Management genuinely cares about the financial security of individuals, families, professionals, and business owners and commits to offering plans that yield results.

San Diego, CA 92108

Website

Website
CURO Financial and Insurance Solutions, LLC

CURO Financial and Insurance Solutions, LLC

CURO Financial and Insurance Solutions, LLC is a company of certified financial planners serving clients in San Diego and beyond. Experts at this firm help individuals and families understand their unique financial positions and how this can affect their long-term goals. Once income and expenses have been identified, they work together with clients in investment planning, retirement planning, estate planning, tax planning, education planning and protection planning. CURO Financial and Insurance Solutions, LLC also helps clients with the implementation of strategies, offering several investment and insurance strategies

4660 La Jolla Village Dr #300, La Jolla Centre I
San Diego, CA 92121

Website

Website
Define Financial

Define Financial

Define Financial specializes in taking a modern approach to financial planning and investment management. The San Diego-area, fee-only financial advisor welcomes individuals, businesses, and institutions seeking a greater understanding of their finances. Define Financial commits to providing clients with the highest level of service and care by using industry-leading technology to view plans in an easy-to-understand format. Busy professionals and retirees can rely on the Certified Financial Planner team to deliver sound business and retirement solutions in a commission-free environment.

San Diego, CA 92101

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

25 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Donnelly Wealth Advisors

Donnelly Wealth Advisors

Donnelly Wealth Advisors provides financial life planning to their San Diego-area clients. Their process goes beyond the typical financial planning engagement to understand their client’s true life goals, priorities, and values. The firm focuses on serving retirees, small business owners, and corporate executives who need a trusted partner to help make smart financial life choices. Clients can rely on Donnelly Wealth Advisors for expertise in a range of financial areas including retirement distribution plans, business transitions, stock option planning, and establishing family legacies for generations.

San Diego, CA 92122

Website

Website
Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors

  • Estate Planning

Dowling & Yahnke Wealth Advisors offers financial guidance to individuals in and near San Diego. The company's financial advisors help clients create holistic plans that meet their needs, whether for retirement goals, managing inheritance, or building a business. Their expertise covers investments, college savings, charitable giving, and executive compensation strategies. Matthew R. Adams, the firm's lead advisor, is a certified public accountant, certified financial divorce analyst, and Certified Financial Planner. He carries 15 years of experience in the financial services industry.

12265 El Camino Real
San Diego, CA 92130

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Driven Wealth Management

Driven Wealth Management

  • Certified Financial Planner (CFP)

Driven Wealth Management offers financial advice to the residents of San Diego and other nearby locations. The firm helps business owners and working professionals to save more in taxes, invest strategically, and improve their finances through its services. Its team also provides annual reports on its clients' status outlined from previous phases and updates their plans with their evolving lives and businesses. The founder of Driven Wealth Management, Rick Vazza, is a Chartered Financial Analyst and Certified Financial Planner.

2445 Poinsettia Drive
San Diego, CA 92106

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

DRR Family Wealth Management

DRR Family Wealth Management

DRR Family Wealth Management features well-credentialed, experienced planners passionate about providing high net worth clients with expert advice. The dedicated team of professionals has decades of experience guiding San Diego-area clients in areas of wealth management, financial planning, and investments. DRR Family Wealth Management makes customer satisfaction a top priority by delivering strategies to help clients reach financial goals and achieve peace of mind.

San Diego, CA 92127

Website

Website
Duncan Financial

Duncan Financial

Duncan Financial has been assisting clients in pursuit of financial goals for over 30 years. Individuals and business owners can look to the financial professionals for advice designed to meet short and long-term investment and retirement goals. The San Diego-area financial advisory firm features experts with comprehensive knowledge in core areas of financial planning, wealth and investment management, retirement portfolio review, and more.

San Diego, CA 92108

Website

Website
Entrust Wealth Advisors

Entrust Wealth Advisors

  • Retirement Planning

Entrust Wealth Advisors is a private and independent financial advisory firm serving clients in San Diego. It offers an assortment of financial planning and wealth management services, including asset allocation, tax management, and risk management. The firm also serves as a fiduciary that connects clients to providers and technologies to protect assets and wealth. Daniel A. Conners, co-founder and managing partner, has over 35 years of experience in the financial services industry. Conners has helped clients in navigating economic cycles and market conditions.

12760 High Bluff Drive
San Diego, CA 92130

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

EP Wealth Advisors

EP Wealth Advisors

  • Estate Planning
  • Tax Planning

EP Wealth Advisors is a financial consultancy firm serving San Diego and its surrounding areas. Established in 2004, it offers personalized investment management solutions and develops financial plans that meet clients' needs and goals. Services include property and casualty insurance review, real estate investment analysis, tax projections, and social security analysis. It also assists with estate and retirement planning. EP Wealth Advisors is made up of over 80 CFA and CFP professionals. The company has been featured in publications such as the Financial Times and Forbes.

3655 Nobel Drive
San Diego, CA 92122

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Epstein & White

Epstein & White

  • Certified Financial Planner (CFP)

Located in San Diego, Epstein and White, Proudly A Part of Mercer Advisors is a financial company that serves individuals in the metro. Its independent advisors help its clients strategize for their future by customizing a plan centered around their wants, needs, and goals. The business' services include asset protection, wealth management, legacy planning, social security planning, and retirement income planning. The founder of Epstein and White, Proudly A Part of Mercer Advisors, Brad White, is a Certified Financial Planner and has appeared locally on television stations like CBS and Fox News.

9740 Appaloosa Road
San Diego, CA 92131

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Alternatives

Financial Alternatives

Financial Alternatives is a financial advisor firm serving professionals and families in San Diego. Since its establishment in 1991, the firm has helped clients stay wealthy and later, pass on wealth effectively. The advisors gather relevant information and seek to understand financial goals in the short- and long-term periods. Clients receive personalized advice and assistance to develop investment and management strategies. The firm also collaborates with other professionals, including accountants and lawyers, to help clients make the best decision.

7825 Fay Avenue
La Jolla, CA 92037

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Planning Consultants

Financial Planning Consultants

Financial Planning Consultants have over 40 years of experience providing clients with independent, unbiased advice and recommendations. The San Diego-area, independent wealth management firm specializes in customized strategies that endure milestones of life. Clients can rely on the professionals at Financial Planning Consultants to create strategies that effectively build, protect, and preserve assets.

San Diego, CA 92108

Website

Website
Nautica Wealth Advisors

Nautica Wealth Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

The team at Nautica Wealth Advisors serves the financial planning needs of individuals in the San Diego area. Formed through the merger of two investment planning firms, it assists with planning strategies, investment management, and estate, tax, retirement, and insurance planning. Nautica Wealth Advisors has a combined 100 years of experience in the industry. One of its partners, Michael J. Lerner, volunteers at a local high school as a guest speaker and for "Job Shadow" programs. He has been featured in the Union-Tribune "Money Makeover" column.

11440 West Bernardo Court
San Diego, CA 92127

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Next Gen Financial Planning

Next Gen Financial Planning

  • Certified Financial Planner (CFP)

Next Gen Financial Planning is a wealth management firm that renders its services for residents in San Diego. The business aids working professionals in making better financial decisions and achieving their financial goals. Its team assists clients with estate planning, student loan planning, asset protection, tax management, investment management, and cash flow and debt management. Moreover, the company serves individuals nationwide through virtual meetings. The founder of Next Gen Financial Planning, Steven Fox, is a registered investment advisor in California.

2020 Camino Del Rio North
San Diego, CA 92108

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

North Financial Advisors

North Financial Advisors

  • Certified Financial Planner (CFP)

North Financial Advisors is a financial planning firm serving San Diego clients. It offers a wide range of services including comprehensive financial planning, investment management, and business planning. Mini financial planning sessions are also available virtually for young professionals and individuals who want to initiate immediate action for their budget and financial goals. The firm's founder, Cady North, spent 10 years advising high-level executives at Fortune 500 companies. She published a book, called "The Resiliency Effect", which helps readers realize their goals through exercises and advice.

704 J Street
San Diego, CA 92101

WebsiteInstagram

Website
One Degree Advisors

One Degree Advisors

One Degree Advisors is a team of Certified Financial Planners based in San Diego. The firm's financial advisors seek to understand the values and priorities of families, develop investment and financial plans, and provide guidance throughout the execution process. Their services cover tax planning, developing sustainable investment portfolios, and coaching families through multi-generational planning.

8880 Rio San Diego Drive, Suite 1000
San Diego, CA 92108

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Overland & Shanahan Wealth Advisors

Overland & Shanahan Wealth Advisors

Overland & Shanahan Wealth Advisors concentrate on providing clients with comprehensive, effectual, and objective financial advice. The San Diego-area firm employs a team of advisory professionals to help clients in a range of areas including investment, retirement, and estate planning. The trusted firm specializes in creating personalized plans to ensure stability and independence in every aspect of a clients’ financial life.

San Diego, CA 92130

Website

Website
Pacific Wealth Management

Pacific Wealth Management

  • Certified Financial Planner (CFP)

Established in 1998, Pacific Wealth Management is a financial advisory firm that serves individuals, families, and businesses in San Diego and the surrounding communities. It offers a wide variety of services, including asset management, cash flow analysis, dependent assistance, risk management, and tax planning. Additionally, it offers retirement planning solutions, such as beneficiary designations, needs analysis, and Social Security planning. James C. Kuntz, the managing director, has been working in the financial industry since 1982.

11512 El Camino Real
San Diego, CA 92130

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Planning Within Reach

Planning Within Reach

Planning Within Reach features a team of financial and tax planning professionals with a passion for helping clients take control of their finances. The San Diego-area advisory firm specializes in providing comprehensive financial plans that cover the entire spectrum of planning needs including education, investment advice, insurance recommendations, and retirement strategies. Clients can rely on the experts at Planning Within Reach to provide the most effective solutions in a commission-free environment.

San Diego, CA 92123

Website

Website
Platt Wealth Management

Platt Wealth Management

  • Private Wealth Advisor
  • Retirement Planning

Platt Wealth Management provides San Diego residents with a variety of financial planning services. These services range from education and retirement planning to tax strategies. It also helps clients establish long-term goals for their investment portfolios and allocate assets in line with those goals. In addition, its staff monitors and rebalances the client's portfolio as necessary. Founder Jeff Platt is a member of the Financial Planning Association and the Investment Committees of the United Way of San Diego.

3838 Camino Del Rio North
San Diego, CA 92108

WebsiteInstagram

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Premier Wealth Advisors

Premier Wealth Advisors

Premier Wealth Advisors commit to providing professional services with the highest level of integrity and objectivity. The San Diego-area firm features a team of financial professionals with a high degree of expertise in wealth management services. Premier Wealth Advisors offers an array of options to help clients improve financial well-being including investment management, financial, estate, tax, and charitable planning. Clients can rely on the trusted firm to create customized strategies that yield results.

San Diego, CA 92130

Website

Website
Pure Financial Advisors

Pure Financial Advisors

Pure Financial Advisors is a San Diego-based financial advisory firm that specializes in helping clients build strong portfolios to prepare for their future. Its team of advisors works directly with clients to discuss their specific financial and retirement goals and objectives. They use this information to help develop customized strategies that maximize their income while minimizing their tax burden. Its fee-only services also include tax and estate planning, risk management consulting, and cash flow analysis.

3131 Camino del Rio N Ste 1550
San Diego, CA 92108

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Reilly Financial Advisors

Reilly Financial Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

Founded in 1999, Reilly Financial Advisors caters to clients in San Diego who want to oversee their present finances and plan for the future. It helps individuals manage their wealth by creating strategies and insurance analysis. It also offers estate planning services to assist clients in protecting their properties and leaving their legacies to their heirs. Additionally, it is also available for tax planning and preparation services. The company's chairman emeritus, Don Reilly, has been in the financial planning industry since the mid-1970s.

7777 Alvarado Road
La Mesa, CA 91942

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Rowling & Associates

Rowling & Associates

Rowling & Associates focus on providing clients with tax efficient investment management and financial planning services. The San Diego-area advisory firm commits to helping clients take control of their financial futures with planning advice that is easy to understand. Clientele from all walks of life can rely on the professionals at Rowling & Associates to bring knowledge, experience, and integrity to the table.

San Diego, CA 92108

Website

Website
San Diego Wealth Management

San Diego Wealth Management

San Diego Wealth Management features skilled financial planners with a passion for helping clients reach lifestyle goals. The San Diego-area firm specializes in employing innovative, creative approaches to traditional financial planning and money management. Clients can rely on San Diego Wealth Management to deliver the tools that yield a healthier, more fulfilling life.

San Diego, CA 92122

Website

Website
Satori Wealth Management

Satori Wealth Management

Satori Wealth Management provides personalized financial planning and investment management services to professionals, business owners, and families in the San Diego area. Its team of expert financial advisors specializes in retirement, cash flow, tax, and wealth transfer and protection planning. Their investment management services are inclusive of tolerance band rebalancing, asset location, and tax loss harvesting. The company's process involves gathering data and laying out the clients' goals, reviewing financial statements and assessing options, creating and implementing strategies, and continuous planning and monitoring.

501 West Broadway, Suite 1620
San Diego, CA 92101

Website

Website
Seapoint Wealth Advisors

Seapoint Wealth Advisors

  • Certified Financial Planner (CFP)

Seapoint Wealth Advisors is an independent firm that offers a financial plan that is tailored for each client's financial condition and considers both short- and long-term goals. Serving San Diego and the rest of the state, the team of financial advisors collaborates with the client's professional network—including the client's CPA, mortgage broker, estate planning attorney, and insurance specialists—to ensure a holistic approach. Seapoint Wealth Advisors' president and founder, Chad Taylor, has been in the industry for more than two decades.

12626 High Bluff Drive
San Diego, CA 92130

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sentinel Financial Advisors

Sentinel Financial Advisors

Sentinel Financial Advisors are trusted professionals with a passion for helping clients from all walks of life regardless of net worth. The San Diego-area financial advisory firm specializes in identifying objectives and risk tolerances to create the most appropriate plan for individual client concerns. Sentinel Financial Advisors focuses on providing fee-based asset management services that always place client needs above all else.

San Diego, CA 92108

Website

Website
Shar Marc Financial Advisors, Inc.

Shar Marc Financial Advisors, Inc.

  • Estate Planning
  • Tax Planning

SharMarc Financial Advisors, Inc., provides services to clients residing in San Diego and the neighboring communities. It offers various financial planning services to help individuals, business owners, and families pursue their short- and long-term financial goals. These services include tax and investment management, estate conservation, insurance and annuity, and retirement strategies. One of its financial advisors, Sharon Peterson, specializes in divorce, estate, budget, and educational planning services. Peterson has been in the industry for more than 30 years.

11770 Bernardo Plaza Court
San Diego, CA 92128

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Stifel

Stifel

  • Estate Planning
  • Retirement Planning

Stifel is a consulting and advisory firm that offers financial advice to the residents of the San Diego metro and other nearby locations. Its team designs a personalized wealth management approach according to the individual's needs and long-term financial goals. The company provides wealth planning, estate and tax planning, retirement planning, annuity solutions, and insurance solutions. Its team also aids in selecting, monitoring, and managing its clients' investments. Stifel has been helping customers for more than a century.

16870 West Bernardo Drive
San Diego, CA 92127

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Trilogy Financial

Trilogy Financial

Trilogy Financial has been providing San Diego-area clients with the highest level of service and advice for nearly 20 years. The firm employs innovative tools and technology to illustrate how various choices affect a clients’ future. Customers can rely on the firm’s trusted forward thinking advisors to remain abreast of financial trends and deliver the most sound strategies for investment and planning.

San Diego, CA 92130

Website

Website
Tru Financial

Tru Financial

  • Estate Planning
  • Retirement Planning

TruFinancial is a consulting and advisory firm in San Diego that renders its services in the metro and its surrounding areas. The independent company provides a range of products to help individuals achieve their financial goals. Its team helps its clients plan for their insurance, education savings, supplemental investment, retirement, and post-retirement. In addition, the business offers tax, budgeting and cash flow, and debt and credit management services. TruFinancial was founded by Daniel Meyers in 2016.

444 West C Street
San Diego, CA 92101

Website

Website

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

98 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Vistica Wealth Advisors

Vistica Wealth Advisors

Vistica Wealth Advisors concentrates on providing San Diego-area clients with customized, integrated financial plans to suit individual needs and goals. The family-focused practice features seasoned financial wealth professionals with the experience and knowledge to deliver strategic, unbiased advice. Vistica Wealth Advisors serve a range of clientele including professionals, pro athletes, retirement plan sponsors, and institutional trustees. The firm welcomes all clients seeking to build, enjoy, and safely transfer generational wealth.

Carlsbad, CA 92011

Website

Website
Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc., is a financial advisor that serves clients in San Diego. It helps clients in various areas of wealth management, including wealth building, asset protection, and wealth distribution. It can also create business succession and exit strategies for entrepreneurs and their families. Founder R. J. Kelly is a registered investment advisor who has more than 33 years of experience in the financial services industry. He is also well-versed in the different financial planning needs of closely-held businesses.

4540 Kearny Villa Road, Suite 114
San Diego, CA 92123

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Wealth Quest Partners

Wealth Quest Partners

Wealth Quest Partners commits to helping clients accumulate, preserve, and distribute wealth. The San Diego-area financial advisory firm specializes in providing planning and investment management services that enable individuals and business owners to identify, prioritize, and achieve financial goals. Wealth Quest Partners features a dedicated and knowledgeable team of financial advisors with the experience and expertise to deliver objective analysis and unbiased advice.

San Diego, CA 92131

Website

Website
Weatherly Asset Management

Weatherly Asset Management

Weatherly Asset Management has been providing professional financial advice to high net worth individuals for more than 20 years. The San Diego fee-only investment advisory firm maintains a team of experts skilled at offering a range of unique solutions to help clients meet financial goals. Weatherly Asset Management commits to delivering superior client service to women, working wealthy, entrepreneurs, and small business owners.

Del Mar, CA 92014

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Wilsey Asset Management

Wilsey Asset Management

Wilsey Asset Management focuses on helping clients to identify and achieve goals for a financially sound, independent future. The San Diego-area firm strives to deliver the highest level of service and provide guidance that yields attractive returns on investments. Clients can rely on the experienced team of financial professionals to employ hands-on financial guidance and maintain a common sense approach to investing.

San Diego, CA 92131

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WorthPointe

WorthPointe

  • Certified Financial Planner (CFP)

WorthPointe is a financial planning firm with a location in San Diego. Its staff provides clients with financial planning services, ranging from asset protection and insurance to estate planning. The firm also assists clients in planning out contributions to charitable organizations. In addition, it helps businesses develop employee retirement plans. WorthPointe was named as one of America's top next-generation wealth advisors by Forbes. Its founder, Christopher Van Slyke, has been active in the financial services industry since 1992.

4445 Eastgate Mall
San Diego, CA 92121

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