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10AM - 6PM
1125 Camino Del Mar UNIT C, Del Mar
Investing
“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!”
“I highly recommend David Peterson as a financial advisor. He delivers great returns but more importantly David is someone you can trust with your money. To me that is the most important thing to feel safe.”
“I was extremely confused about investing financially, and when I went into Charles Schwab, on high Bluff, everybody was so patient and Helped me with my financial needs??? thank you Franc”
“The team at Define Financial is excellent across the board. Their advice and portfolio management greatly exceeds the cost. I don't have to worry about the markets--my advisor is doing that for me while I get to enjoy improving my golf game.”
“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now. Creating a financial plan with Kim Benson was one of the best things we have ever done. It gave us a clear picture of exactly what we needed to do in order to set ourselves up for success in retirement. The financial plan was such an eye opening experience and there was not any hesitation in moving our portfolio to CCMI. There is no one that I would trust more than Kim Benson to manage our money going forward. Thank you to Kim and her entire team at CCMI.”
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.”
“Kelly Lord and his team where extremely easy to work with and made the loan process as painless as possible. They communicated effectively and responded promptly to any questions or concerns I had. Additionally, they went out of their way to make sure my loan closed on schedule. I would highly recommend Kelly Lord and The Axos Bank team if you are considering financing or refinancing a home loan. Thank again Kelly! - Michael Coalson”
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.”
“This 5 star review is for Omar specifically.He’s great, really cares about his business customers.But BMO as a whole sucks, not as bad as BofA or WF, but pretty close.”
9:30 AM - 4:00 PM
10707 Camino Ruiz, San Diego
Investing
“Andres IS THE MAN!!!!! THANK YOU so much for attentive and authentic, you listened and it was effective with what we had to get done. As a business owner communication is huge and you can tell he cares. COVID made life feel like a rollercoaster but it's really great to see somebody still striving to stay positive and give exceptional customer service. High recommend!”
“I was shopping around for a bank that would offer a higher interest rate than my local credit union. I found that Axos was highly recommended by the folks over at Nerd Wallet so I checked it out for myself. As it turns out, Axos is a wonderful bank with the promised high yield savings account interest rate of 0.61%. The customer service is also splendid and much better than any human interactions I have ever had. Axos is a reliable and trustworthy financial services company. Would certainly recommend it for anyone looking to house their money somewhere that interest actually accrues.”
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“What a great business with friendly staff. They helped me search through many cases of Morgan Dollars and helped authenticate a few of my own. Highly recommend First National Bullion”