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Over 281 reviews for
El Cajon Financial Advisors from people just like you.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

A
"
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
first.

-Ed J.

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Financial Advising reviews in El Cajon

N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
El Cajon Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
El Cajon Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
El Cajon Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
El Cajon Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
El Cajon Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
El Cajon Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
El Cajon Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
El Cajon Financial Advisors Provider Name Locked
, I was told that
El Cajon Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
El Cajon Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
El Cajon Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
El Cajon Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
El Cajon Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
El Cajon Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
El Cajon Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
El Cajon Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
El Cajon Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
El Cajon Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
El Cajon Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
El Cajon Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
El Cajon Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
El Cajon Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
El Cajon Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
El Cajon Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
El Cajon Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
El Cajon Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
El Cajon Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.
A

Rating
For over 20 years Wells
El Cajon Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
El Cajon Financial Advisors Provider Name Locked
. He discovered
that Wells
El Cajon Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
El Cajon Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
El Cajon Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
El Cajon Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.

Financial Advisors 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

PO Box 369
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

858 North Franklin St

Boost Credit 101

3773 E Cherry Creek N Dr

Bottom Line Tax & Accounting Services

7209 Sherbourne Ln
San Diego

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Bravo Bail Bonds

2534 State Street
San Diego

BusinessPlanWriterPro.com

1120 S. Pacific St.
Oceanside

Capital Growth Inc.

8910 University Center Ln
San Diego

Cardinal Advisors

117 Edinburgh South Drive Suite 280

CAREY & RAICEVIC CPAs, INC.

9939 HIBERT ST
San Diego

Cash Plus

4310 Genesee Ave
San Diego

Christiansen Capital

705 Pier View Way
Oceanside

Coastal Credit Solutions

4747 Viewridge Ave
San Diego

Credit Repair San Diego

425-447 Broadway

cyafinancialservices.com

410 S. Melrose Dr., Ste 210
Vista

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

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

FARMERS INSURANCE GROUP

620 Lighthouse Ave
Pacific Grove

Fastest Payday Loans

3502 Kurtz Street
San Diego

FINANCIAL BRIDGES

12975 Brookprinter Pl Ste 140
Poway

Freedom Debt Solutions

2350 6th Ave.
San Diego

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

KnowledgeCity

2173 Salk Ave., Suite 250
Carlsbad

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

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

Millennia Medical Management

PO BOX 211091
Chula Vista

Miramar Accounting & Tax Service

8670 Miramar Rd
San Diego

New Era Debt Solutions

PO Box 2863
Camarillo

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

Softwealth

5580 La Jolla Blvd
San Diego

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 Entrust Group

555 12th Street
Oakland

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

We Connect Merchants

4908 Field Street
San Diego

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