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8AM - 5PM
13446 Poway Rd #306, Poway
Investing
“Fidelity investments has been helping my family plan for our future for 30 years. They are an order of magnitude better than other services such as Vanguard, Wells Fargo, Ameritrade etc.And Fidelity is less expensive.”
“I’ve enjoyed my experience here. I walked in without an appointment, needing help on a last minute request. They were able to immediately help me and even waived the usual fees. Everyone there was nice and polite.”
“We are very happy with the services, advice and management of our funds. Our financial advisor has been attentive and quick to answer all our questions and requests.”
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.”
8AM - 5PM
30 Town Center Pkwy Suite B, Santee
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.”
8:30AM - 5PM
10620 Treena St Suite 100, San Diego
Investing
“Wilsey Asset Management, led by Brent Wilsey, offers a refreshing approach to wealth management. From the initial contact, Brent's stellar communication skills set the tone for a client-centric experience. The family-driven team, including Brent and his son, Chase, showcases a blend of expertise catering to clients of all sizes, from smaller to substantial portfolios.What distinguishes Wilsey Asset Management is not just financial prowess but also a genuine commitment to philanthropy. Brent's active involvement in community causes reflects a sincere passion for making a positive impact beyond financial matters. In terms of returns, Brent consistently outperforms, delivering results that significantly surpass the S&P 500. The firm's dedication to excellence, integrity, and community engagement makes it a standout choice in the wealth management landscape.”
9:30 AM - 4:00 PM
9771 Mission Gorge Rd, Santee
Investing
“Had great service here today. Max was kind enough to squeeze us in between appointments. Really appreciated the outstanding service. Thanks for a good experience.”
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!”
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“Ok the company is a company that truly appreciates common sense and wants to fund your deal. If it makes sense it is going to happen and they can do it fast. Jennie is the best to work with a wonderful personality and does what she says she is going to do. You can count on her and SD.I will absolutely be using them for my deals.”