{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Marvin was wonderful and very professional. He does explain what situation I am in and honest about his opinion regarding my case. I would recommend to other. Because honestly is the most important in business. Thank you Marvin”
“I highly recommend Dan Goldstein with Pure Financial. I had a free assessment and meeting with Dan. He listened to my financial concerns and needs and offered great advice. He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
“I feel compelled to share my heartfelt appreciation for the outstanding service I have received from Dareen and his team over the past 13 years. His unwavering expertise and remarkable flexibility have been instrumental in navigating the often complex world of taxes, and I couldn't be more grateful for his invaluable assistance.Dareen's expertise in tax matters is truly exceptional. Throughout the years, I have been consistently impressed by his deep understanding of tax laws, regulations, and ever-changing policies. His extensive knowledge and experience have allowed me to approach my tax obligations with confidence, knowing that I am in capable hands. Dareen's attention to detail is unparalleled, ensuring that no stone is left unturned and no potential deduction is overlooked.What truly sets Dareen apart is his unparalleled flexibility. In the fast-paced world, we live in, where schedules can change at a moment's notice, Dareen has always been accommodating and understanding. He has gone above and beyond to work around my busy schedule, offering flexible meeting times and even providing remote consultations when necessary. This level of flexibility has made the process remarkably convenient and stress-free, allowing me to focus on other aspects of my life with peace of mind.Not only is Dareen highly knowledgeable and adaptable, but he is also a true professional in every sense of the word. His patience, approachability, and willingness to explain complex tax concepts in a clear and understandable manner have been invaluable to me. Dareen has the remarkable ability to make even the most intricate tax matters accessible, empowering me to make informed decisions and optimize my financial situation.Over the years, Dareen has consistently demonstrated his commitment to excellence. His dedication to providing exceptional service has undoubtedly left a lasting impression on me. Whether I had a simple tax inquiry or required comprehensive tax planning, Dareen has consistently exceeded my expectations, proving himself to be a trustworthy and reliable expert in his field.In conclusion, I wholeheartedly recommend Dareen to anyone seeking top-tier tax services. His expertise, flexibility, and unwavering commitment to client satisfaction have made him an invaluable asset in my financial journey. I am grateful for his guidance, and I look forward to continuing to work with him for many years to come.Thank you, Dareen and your great team for your exceptional support and for consistently going above and beyond to ensure my financial well-being.”
8:30AM - 4:30PM
2221 Camino del Rio S STE 307, San Diego
Financial Advising
“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.”
8:30AM - 4:30PM
16870 W Bernardo Dr #400, San Diego
Financial Advising
“Susan has been my financial planner for over 20 years. We review my investments at least once a year, and we figure out what is best for my family together. Susan is always available when I have a question. She is a pleasure to work with!”
“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.”
8:30AM - 5:30PM
2840 Adams Ave #100, San Diego
Financial Advising
“Overall tax return experience was exceptional. Knowing we had a very capital gains intensive return as a result of the sale of 2 homes in Northern Ca, Jennifer was able to translate escrow closing papers along with having a good understanding of tax laws and real estate transaction requirements into a completed tax return. Jennifer was very thorough in asking the appropriate questions and requested all the necessary tax documents. Evidently, it was obvious she was well aware of these intensive real estate transactions. She presented all the latest tools, software and security checks for ease of mind.Robert and Gloria Tellez”
“We meet with Danny twice a year for our semi-annual meeting. Every time, during and after our discussions, I marvel at Danny's ability to keep everything relating to our accounts under his close control, to be well aware of our needs and what could help us to make better choices as to our investments and what steps to take to ensure the wealth growth.Danny is very knowledgeable, highly resourceful, responsible, and always ready to advise us on the best possible outcome of our investments. We trust that Danny has our interests at heart and trust his expertise and experience. Over the years, it feels like Danny became a part of our extended family; at least, this is how we think and relate to him.Our decision to work with Danny was the right decision for our us. If you are considering whether to have a financial advisor, we highly recommend you consider Danny Michael and Satori Wealth. With Satori Wealth, you are in very capable and dependable hands.”
“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.”
“I've been working with the team over at Copley Financial Group for almost a decade now and they have far exceeded my expectations of what was possible. I'm on track to retire early thanks to them! I can't thank Matt and his team enough! Thank you!”
8:30AM - 4:30PM
2020 Camino Del Rio N Suite 215, San Diego
Financial Advising
“Wife and I worked with Steven and Josue for the past 5 years.
They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions.
Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.”
“Open Door Financial is an amazing financial advising company that will help you to achieve financial peace and freedom. They offer specific plans tailored to your financial situation to help you get on a budget, pay off debt and begin investing for the future. We highly recommend them!”
“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.”
“My experience with Ed has been nothing but extraordinary. He is very organized focused and consistent. He keeps me informed with regard to the latest in tax code changes and he is meticulous in every aspect of my return. I endorse him wholeheartedly. He's also an SDSU Aztecs fan!”
“TGG helped train me on how to use QuickBooks to manage my company’s payables. And whenever my boss and I need help with accounting for more complex transactions, TGG is always there to assist us.”
“If you are looking for a professional CPA who will provide your with an honest appraisal and excellent service at a fair price look no further than Cynthia Brizard, CPA.”
“Mr. Mark Schultz is a very kind and best at his job! Bing a first time home owner is every stressful mark takes the time to explain everything step by step so i can understand. Mark is very patient, he doesn't know how much I Appreciate all his hard work. I thank you so much. Helen Cota”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have enjoyed working with Drew, Cameron, and the rest of the team. I feel that my concerns are addressed adequately and carefully, and I also feel that I am not treated as "just a number".”