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Financial Planners to Avoid

109

Top Rated Financial Planners

11

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  • Only 9% of El Cajon Financial Planners are reliable
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Over 203 reviews for
El Cajon Financial Planners from people just like you.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

C
"fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20" minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

-james H.

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Financial Advising reviews in El Cajon

D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
El Cajon Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
El Cajon Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
El Cajon Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
El Cajon Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
El Cajon Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
El Cajon Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
El Cajon Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
El Cajon Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
El Cajon Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

El Cajon Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
El Cajon Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
El Cajon Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
El Cajon Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
El Cajon Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
El Cajon Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
El Cajon Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
El Cajon Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
El Cajon Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
El Cajon Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.
N

Rating
I have been with Mr.
El Cajon Financial Planners Provider Name Locked
for several years. I would recommend him.
I trust him completely, he does a great job helping you work your money. He is responsive, always.
He explains things and no questions are a problem. He truly wants you to understand what he is doing on your behalf or what you direct him to do. ...More /> He is always working to do the best job possible for his clients.
- Carole M.

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

Advantage Law Group

5820 Oberlin Dr
San Diego

Aflah Realty

4045 Bonita Road
Bonita

Aligned Advisors

888 Prospect St.
La Jolla

Allan Galgut Insurance

4275 Executive Square 400
La Jolla

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

American Pacific Mortgage

12600 Hesperia Rd Ste B
Victorville

AMG Legacy Planning

10100 W Sample Rd

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego

BARBARA MOORES TAX SERVICE

1333 E MADISON AVE
El Cajon

BCH Consulting Inc.

2100 Main Street
Irvine

BERDAN BENEFITS INSURANCE

16776 BERNARDO CENTER DR 203
San Diego

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Bottom Line Tax & Accounting Services

7209 Sherbourne Ln
San Diego

Bravo Bail Bonds

2534 State Street
San Diego

BusinessPlanWriterPro.com

1120 S. Pacific St.
Oceanside

Capital Growth Inc.

8910 University Center Ln
San Diego

CAREY & RAICEVIC CPAs, INC.

9939 HIBERT ST
San Diego

Christiansen Capital

705 Pier View Way
Oceanside

Coastal Credit Solutions

4747 Viewridge Ave
San Diego

Consumers Alliance Processing Corporation

1935 Camino Vida Roble Suite 150
Carlsbad

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

D.M. Brenner & Assoc

380 Stevens, Ste 213
Solana Beach

DEBT FREE LEAGUE

545 HST. STE B
Chula Vista

Debt Relief Bankruptcy Attorney

121 Broadway #355
San Diego

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DELUXE TOWING (619) 316-2771

13465 CAMINO CANADA #106-444
El Cajon

Derden Business Loans

2560 Catamaran Way Suite 11
Chula Vista

Dollar Smart Money Center

1103 Broadway
El Cajon

Dunlap Wealth Management Group

14074 Trade Center Dr

Eagles Club

Canoga Park

EDWARD JONES

2650 Jamacha Rd Ste 131
El Cajon

Elite Debt Consolidation

350 West Main Street
El Cajon

Elite Debt Consolidation

350 West Main Street

Emerald Connect

15050 Avenue of Science, Suite 200
San Diego

FINANCIAL BRIDGES

12975 Brookprinter Pl Ste 140
Poway

Freyman CPA, P.C.

40 Exchange Place

GINGLES INVESTMENTS

385 S 1st St
El Cajon

Global Capital & Equity

PO Box 8543
Chula Vista

Golden Financial Services

600 Palm Ave #221
Imperial Beach

Golden Financial Services

600 Palm Ave
Imperial Beach

Goodsell & Company Financial Services

3143 4TH AVENUE
San Diego

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Hidden Valley Tax Lawyers

270 East Via Rancho Parkway
Escondido

Home Loans San Diego

402 W Broadway
San Diego

iBank

3090F Pullman St
Costa Mesa

IRS Tax Help Team

1201 S Beach Blvd
La Habra

JMJ Financial

1010 Turquoise Street
San Diego

KIM R COYLE CPA & ASSOCIATES INC

13272 EUCLID ST
Garden Grove

Law Office of Narciso Delgado-Cruz

3200 4th Ave Ste 203
San Diego

LIFEPRO INSURANCE MARKETING

11512 EL CAMINO REAL #100
San Diego

Lowell, Blake & Associates

141 Tremont Street

LPL FINANCIAL

747 W BELAIRE
Vista

Luminary Financial & Insurance Solutions

1434 Andorre Glen
Escondido

Mackay Tax and Financial

8680 Navajo Rd
San Diego

Maggio Capital, Inc.

12526 High Bluff Drive Suite #300
San Diego

Malek & Malek

3625 Del Amo Boulevard, Suite 350
Torrance

Marchand & Co CPA's PC

2003 Southern Blvd SE

Megastar Financial Corp

930 Executive Way Ste 125
Redding

Mess2Success

San Diego

Michael G Funtas‎

2648 Jamacha Rd
El Cajon

Mike Aon

2451 Jamacha Rd, Ste 105
El Cajon

Mike Keegan

10089 Willow Creek Rd
San Diego

Miramar Accounting & Tax Service

8670 Miramar Rd
San Diego

Opera Solutions

12230 El Camino Real, Suite 330
San Diego

Pacific Coast Trust

4275 Executive Square Square
La Jolla

pay1realty

Chula Vista

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

Pettit Financial Services Inc

225 N Rancho Santa Fe Rd
San Marcos

PlanPrep - Financial Planning

13151 Kellam Ct
San Diego

Prime Title Loans San Diego

1856 Conejo Ln
Fullerton

primo Debt Consolidation

382 3rd Avenue Ste B

PROMPT APPRAISER & CONSULTANTS

2371 Silver Oak Cir
Corona

Redwood IRS Back Tax Attorneys

3936 30th Street
San Diego

REILLY FINANCIAL ADVISORS

7777 ALVARADO RD
La Mesa

Reyes Financial Architecture

4365 Executive Drive Suite 250
San Diego

ROBERT THOMAS SECURITIES

1234 E MAIN ST
El Cajon

Rohn S. Trieglaff, CLU, AIF

16496 Bernardo Center Dr
San Diego

S P Johnson Group

2025 Delaware Ave

San Diego County Credit Union

6705 Mira Mesa Blvd
San Diego

San Diego County Credit Union

312 W Main St
El Cajon

Superior Law Center

3160 Camino Del Rio S #300
San Diego

Tax Attorney Help San Diego

5663 Balboa Avenue, Suite 449
San Diego

THE ADVISOR'S GROUP

7860 MISSION CENTER CT
San Diego

The Colvin IRS Tax Debt Group

1850 Main Ct
Chula Vista

The Kaplan Group

330 A Street
San Diego

Thomas J. Dobransky & Associates

13400 Sabre Springs Parkway
San Diego

Title Loans Express

1856 Conejo Ln
Fullerton

TODD TYLER CPA CFP

5151 SHOREHAM PL
San Diego

TURNER FINANCIAL GROUP

6856 Embarcadero Ln
Carlsbad

UHART TAX

9745 Prospect Ave Ste 204
Santee

United Gold Direct

2945 Townsgate Road
Westlake Village

Van Winkle Insurance Group

13619 Mukilteo Speedway

Veld Advisors

3414 Corte Sonrisa
Carlsbad

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