El Cajon Financial Advisors

in El Cajon, CA

117
Financial Planners are
in El Cajon

8
Financial Planners in El Cajon
are top rated

A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.
A
Rated by
Susan R.
"I have worked with
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs." He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
A
Rated by
Ryan W.
"
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
provided the information" I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.

El Cajon Financial Planners

El Cajon, CA

117
Financial Plannersare in El Cajon

8
El Cajon Financial Planners are TOP RATED

El Cajon Financial Advising Articles

Financial Advising reviews in El Cajon

F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
El Cajon Financial Planners Provider Name Locked
,
El Cajon Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
El Cajon Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
El Cajon Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
El Cajon Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
El Cajon Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

El Cajon Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
El Cajon Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
El Cajon Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
El Cajon Financial Planners Provider Name Locked
notified me that since
El Cajon Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
El Cajon Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
El Cajon Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
El Cajon Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
El Cajon Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
El Cajon Financial Planners Provider Name Locked
. (
El Cajon Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
El Cajon Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
El Cajon Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
El Cajon Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
El Cajon Financial Planners Provider Name Locked
,
El Cajon Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
El Cajon Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
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All Financial Planners in El Cajon, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

Advantage Law Group

5820 Oberlin Dr
San Diego, CA

AFLAH REALTY

4045 Bonita Road
Bonita, CA

Aligned Advisors

4370 La Jolla Village Drive (Northern Trust Bldg)
La Jolla, CA

Allan Galgut Insurance

4275 Executive Square 400
La Jolla, CA

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

American Pacific Mortgage

12600 Hesperia Rd Ste B
Victorville, CA

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego, CA

BARBARA MOORES TAX SERVICE

1333 E MADISON AVE
El Cajon, CA

Barden Insurance and Financial Solutions

3913 Ingraham St
San Diego, CA

BCH Consulting Inc.

2100 Main Street
Irvine, CA

BERDAN BENEFITS INSURANCE

16776 BERNARDO CENTER DR 203
San Diego, CA

BetaFrontier, LLC

2 Hilltop Road
Kinnelon, NJ

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Bottom Line Tax & Accounting Services

7209 Sherbourne Ln
San Diego, CA

Bravo Bail Bonds

2534 State Street
San Diego, CA

BusinessPlanWriterPro.com

1120 S. Pacific St.
Oceanside, CA

Capital Growth Inc.

8910 University Center Ln
San Diego, CA

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

CAREY & RAICEVIC CPAS INC

9939 HIBERT ST
San Diego, CA

Christiansen Capital

705 Pier View Way
Oceanside, CA

Clear surf Debt Consolidation

401 Mission Avenue
Oceanside, Ca

Coastal Credit Solutions

4747 Viewridge Ave
San Diego, CA

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Consumers Alliance Processing Corporation

1935 Camino Vida Roble Suite 150
Carlsbad, CA

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana, CA

Credit Repair San Diego

425-447 Broadway
San Diego, Ca

cyafinancialservices.com

410 S. Melrose Dr., Ste 210
Vista, CA

D.M. Brenner & Assoc

380 Stevens, Ste 213
Solana Beach, CA

DEBT FREE LEAGUE

545 HST. STE B
Chula Vista, CA

Debt Relief Bankruptcy Attorney

121 Broadway #355
San Diego, CA

DELUXE TOWING (619) 316-2771

13465 CAMINO CANADA #106-444
El Cajon, CA

Derden Business Loans

2560 Catamaran Way Suite 11
Chula Vista, CA

Dollar Smart Money Center

1103 Broadway
El Cajon, CA

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

Eagles Club

Canoga Park, CA

EDWARD JONES

2650 Jamacha Rd Ste 131
El Cajon, CA

Elite Debt Consolidation

350 West Main Street
El Cajon, CA

Elite Debt Consolidation

350 West Main Street
El Cajon, Ca

Emerald Connect

15050 Avenue of Science, Suite 200
San Diego, CA

FINANCIAL BRIDGES

12975 Brookprinter Pl Ste 140
Poway, CA

FINANCIAL GUIDANCE GROUP, INC

788 SAMANTHA DR
Palm Harbor, FL

GINGLES INVESTMENTS

385 S 1st St
El Cajon, CA

Global Capital & Equity

PO Box 8543
Chula Vista, CA

Golden Financial Services

600 Palm Ave #221
Imperial Beach, CA

Golden Financial Services

600 Palm Ave
Imperial Beach, CA

Goodsell & Company Financial Services

3143 4TH AVENUE
San Diego, CA

grand Debt Consolidation

418 W Grand Ave
Escondido, Ca

Green City Insurance Services

1537 S. Sherbourne Dr
Los Angeles, CA

Harris Chen - Platinum Investment Partners

6155 Almaden Expwy
San Jose, CA

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Hidden Valley Tax Lawyers

270 East Via Rancho Parkway
Escondido, CA

Home Loans San Diego

402 W Broadway
San Diego, CA

iBank

3090F Pullman St
Costa Mesa, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

JMJ Financial

1010 Turquoise Street
San Diego, CA

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

KIM R COYLE CPA & ASSOCIATES INC

13272 EUCLID ST
Garden Grove, CA

Law Office of Narciso Delgado-Cruz

3200 4th Ave Ste 203
San Diego, CA

LIFEPRO INSURANCE MARKETING

11512 EL CAMINO REAL #100
San Diego, CA

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

LPL FINANCIAL

747 W BELAIRE
Vista, CA

Luminary Financial & Insurance Solutions

1434 Andorre Glen
Escondido, CA

Mackay Tax and Financial

8680 Navajo Rd
San Diego, CA

Maggio Capital, Inc.

12526 High Bluff Drive Suite #300
San Diego, CA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Megastar Financial Corp

920 Hilltop Dr
Redding, CA

Mess2Success

San Diego, CA

Michael G Funtas‎

2648 Jamacha Rd
El Cajon, CA

Mike Aon

3773 Willow Glen Drive
El Cajon, CA

Mike Keegan

10089 Willow Creek Rd
San Diego, CA

Miramar Accounting & Tax Service

8670 Miramar Rd
San Diego, CA

Nationwide Debt Consolidation

418 Broadway
San Diego, Ca

Opera Solutions

12230 El Camino Real, Suite 330
San Diego, CA

Pacific Coast Trust

4275 Executive Square Square
La Jolla, CA

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

pay1realty

Chula Vista, CA

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village, CA

Pettit Financial Services Inc

225 N Rancho Santa Fe Rd
San Marcos, CA

PlanPrep - Financial Planning

13151 Kellam Ct
San Diego, CA

Premium Retirement - David Abreu

16855 W. Bernardo Dr
San Diego, Ca

Prime Title Loans San Diego

1856 Conejo Ln
Fullerton, CA

primo Debt Consolidation

382 3rd Avenue Ste B
Chula Vista, Ca

PROMPT APPRAISER & CONSULTANTS

2371 Silver Oak Cir
Corona, CA

Redwood IRS Back Tax Attorneys

3936 30th Street
San Diego, CA

REILLY FINANCIAL ADVISORS

7777 ALVARADO RD
La Mesa, CA

Reyes Financial Architecture

4365 Executive Drive Suite 250
San Diego, CA

ROBERT THOMAS SECURITIES

1234 E MAIN ST
El Cajon, CA

Rohn S. Trieglaff, CLU, AIF

16496 Bernardo Center Dr
San Diego, CA

S P Johnson Group

293 Mulberry St
Buffalo, NY

San Diego County Credit Union

6705 Mira Mesa Blvd
San Diego, CA

San Diego County Credit Union

312 W Main St
El Cajon, CA

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

Superior Law Center

3160 Camino Del Rio S #300
San Diego, CA

Tax Attorney Help San Diego

5663 Balboa Avenue, Suite 449
San Diego, CA

THE ADVISOR'S GROUP

7860 MISSION CENTER CT
San Diego, CA

The Colvin IRS Tax Debt Group

1850 Main Ct
Chula Vista, CA

The Kaplan Group

330 A Street
San Diego, CA

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Southwest Financial Center: Tax Services

1854 Arizona 95
Bullhead City, AZ

Thomas J. Dobransky & Associates

13400 Sabre Springs Parkway
San Diego, CA

Title Loans Express

1856 Conejo Ln
Fullerton, CA

TODD TYLER CPA CFP

5151 SHOREHAM PL
San Diego, CA

TURNER FINANCIAL GROUP

6856 Embarcadero Ln
Carlsbad, CA

UHART TAX

9745 Prospect Ave Ste 204
Santee, CA

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett, WA

Veld Advisors

3414 Corte Sonrisa
Carlsbad, CA

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