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8:00 AM - 6:00 PM
7825 Fay Ave #140, La Jolla
Financial Advising
8:30AM - 4PM
7979 Ivanhoe Ave, La Jolla
Financial Advising
“Keith, Nathan and the entire staff at Hamilton and Associates are second to none. They have managed my retirement assets for over 25 years. And I couldn't be more pleased with my situation. I have eight years before I retire and look to grow my assets even more. Looking forward to their wise counsel and retirement in the coming years.”
“If you are looking for a real bank and true business or personal relationship bank then you are in the right place. Amy and Flara are a true gem as well a great asset to City National Bank. Being a loyal customer for over 30 years from the Beverly Hills location to now in La Jolla. What stands out about City National is several reasons. One the customer service you get from customer service to branch tellers. If you are a person who is looking for bank calls you by your name not a like number then you are in the best hands money can buy. I truly love the customer service that I get from every branch you visit. Thank you always to Amy and her entire staff. From the minute you step foot into the branch to the minute you leave the branch. Also the big plus you have private parking right next to the bank also private lot parking.”
“Gary Brownell tackled my complex tax issues with even-keeled, pleasant practicality. He has saved me so much money over the years and even handled a difficult family member for me, getting the critical info we needed to get my taxes done. I'm so glad I had Gary to rely on over the years. He knows the tax laws and accounting subtleties that maximize my small business income. Stop doing it yourself and let a pro get you the maximum refund.”
“Higgins Capital and its leadership, especially Ray and Debbie, have taken us through many of the ups and downs of this crazy economy. We have trusted them with all of our investments. Not only have they given us advise in that arena but also in personal ideas that we pass by them for an unbiased professional opinion. They are great sounding boards when the voices of sound options are needed.”
“Fantastic company! I have worked directly with Jim many times. They truly are about giving you the very best financial advice in order to meet your goals. I have always been happy with the results. I highly recommend!”
“I have to call out my own financial services advisor at UBS in La Jolla. His Name is Brian Krause, and is absolutely the best! He is very professional, understands his business, and goes above and beyond every time for me! If anyone is looking to hire a financial services consultant (financial advisor) you can do no better that have the expert advise of Brian Krause. In fact, he was recently rated as one of the best of the best in San Diego Magazine.”
8:00 AM - 6:00 PM
5580 La Jolla Blvd #74, La Jolla
Financial Advising
“I've been so impressed with Softwealth and our financial advisor Brian Lowrance.I trust his opinion completely as he has not only advised us of options with our investing but educated us on the reasoning behind it so we can make the best decisions for ourselves and our financial goals.A lot of financial advisors I've talked to don't take that extra time to explain the rationale and break down financial jargon that can sometimes seem overly complex, but that's not the case with Brian, he really goes above and beyond.I would recommend Brian & Softwealth to anyone looking for someone who is professional, experienced and personable.”
8:30AM - 4:30PM
5695 La Jolla Blvd, La Jolla
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“I had a pleasure of meeting Mike Canzone. He looked at the information I provided prior to the meeting and answered all my questions and explained how retirement savings work. He also provided very helpful guidance on what to do next. All of this was done during complimentary meeting and now I know how I am doing! He also said I can reach out to him if I have any other questions. Just have to give him an email or a phone call! What a wonderful man! Thank you so much Mike for spending time with me and educating me!”