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Over 272 reviews for
El Cajon Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in El Cajon

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
El Cajon Financial Advisors Provider Name Locked
on
El Cajon Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

El Cajon Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
El Cajon Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
El Cajon Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

El Cajon Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

El Cajon Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
El Cajon Financial Advisors Provider Name Locked
, is very warm and professional.

El Cajon Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

El Cajon Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
El Cajon Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

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

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

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

POB 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

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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