-Find top-rated Service Providers

Find Top-Rated El Cajon Financial Advisors

Angie's List helps you hire the best - and avoid the rest!

Financial Advisors to Avoid


Top Rated Financial Advisors


Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 1,495 reviews for
El Cajon Financial Advisors from people just like you.

"About 4 years ago I used this company with good results. However when I went back to use them again. I left a message and my phone call was returned one month later." At the time I didnt know anyother credit repair companies so I accepted there explaination and went with them again. I did exactly as they said and obtained a credit report and let them know how to get it online. All as instructed. Another month goes by and they have done nothing no calls, no emails nothing. I asked what was up and their response was " we cant find your file on line" . So it took a month to tell me that. Ok they finally found it. Two more weeks and they say " we are really swamped and will get back to you as soon as we can". Yet another week and they call we are ready to go over your report. There is nothing to go over. All they have to do is help correct the two minor collections totalling less than $1000. What is there to go over? I had enough of my time wasted. I went with another company who actually answer the phone, returns calls, emails and does what they are suppose to. I don't know whats happend to this company? Come to find out there are many credit repair companies that have excellent ratings and results. Why would anyone waste their time with this type of service?

-David M.

"I used a free consultation off of Angie's list, and brought in some general questions about retirement planning. We discussed some strategies and options." While I'm not looking for someone to entirely manage my retirement planning, it is SO nice to have the option to come and talk to without feeling pressured to opt into certain plans, or to sign up for long-term planning.
is the right fit for me, and if I decided to find someone to more directly manage my accounts, she'd be first on my list.


+Shop, Schedule, and Save on Services

Shop, Search and Save from anywhere!

  • Offers are exclusively provided by highly rated companies
  • Angie’s List members have access to exclusive discounts on local services
  • Shop, schedule, and stay on top of progress from any device
  • Our 30 Day Refund Guarantee means you can buy with confidence!
+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Shop, Schedule, and Save on Services
Join 2 Million People on Angie's List

Local Articles in El Cajon

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

529 plan, contract
Financial Planning

The cost of college isn’t getting any cheaper.

Vacation home purchases skyrocketed in 2014 as more Americans looked to the mountains or beach for a get-away place to buy. (Photo by Jason Hargraves)
Real Estate Agents, Financial Planning, Accountants/Tax Consultants

Second home purchases up more than 57 percent in U.S.

credit cards
Credit Repair, Banking/Credit Unions, Financial Planning

Data breaches make the news on a regular basis. So what can you do if someone uses your personal information to make unauthorized purchases, file a phony tax return or wreak havoc on your credit?

cancer ribbon
Cancer/Oncology, Financial Planning

Advice and support to get the treatment you need without going broke.

Angie's Answers


Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.




Financial Advising reviews in El Cajon


El Cajon Financial Advisors Provider Name Locked
performed a free review of my current portfolio and was extremely helpful in making suggestions and answering any questions I had. He took the time to explain everything in detail and was really nice. While I am not yet ready to make the
El Cajon Financial Advisors Provider Name Locked
into a globally diversified portfolio, I would definitely recommend him as a financial advisor
El Cajon Financial Advisors Provider Name Locked

- Samuel P.

El Cajon Financial Advisors Provider Name Locked
was professional & easy to talk to. He answered all my questions and was very attentive. He also took extra time 2 days later for a follow-up call to make sure I didn't have any more questions and everything was working.
- Kelley H.

The manager of my 401K talked over my head, so it was refreshing to finally talk with someone who was not intimidating and truly helped me to understand the options. He was great! He helped me map out my retirement strategies in a very professional manner. He continues to manage my retirement accounts and in fact released my funds from previous poor management. He's very informative and insightful and keeps me updated without being pushy! I highly recommend him!
- Harriet D.

Met with Mr.
El Cajon Financial Advisors Provider Name Locked
. He was personable, professional and obviously very smart. We were extremely pleased and will continue to use his services. Excellent. Thank you Angie's List.
- Lorraine D.

I have had solar hot water panels on my roof for domestic hot water heating since 2007.
El Cajon Financial Advisors Provider Name Locked
El Cajon Financial Advisors Provider Name Locked
did that original install 8 years ago....back when solar was new technology. This year I had my roof replaced.
El Cajon Financial Advisors Provider Name Locked
came out on two separate occasions, once to remove the panels and racks, and once to reinstall everything after the new roof was on the house.
El Cajon Financial Advisors Provider Name Locked
is fantastic for many reasons. When my scheduled re-install date passed (roof was delayed) - he called me to check on a new date - I did not have to chase him down.
El Cajon Financial Advisors Provider Name Locked
used some snazzy solar measuring equipment and recommended a panel relocation to take advantage of more sun. More modern mounting racks were used on the re-install. And my brand new roof.....still looks brand new - they used great care to not mash the new shingles with the equipment or their boots. Piping was relocated, the system was flushed and new glycol added.
El Cajon Financial Advisors Provider Name Locked
was very good about explaining the whole process before and as it unfolded. He even stayed late to finish the re-install all in one day, knowing I wanted to get it back in production. And the final price was 100 bucks less than the verbal estimate. A total
El Cajon Financial Advisors Provider Name Locked
El Cajon Financial Advisors Provider Name Locked
- Richard B.

El Cajon Financial Advisors Provider Name Locked
is incredibly easy to work with. He is attentive and listens to your ideas; he addresses your questions out of honesty in a comfortable way. When you have a question, he listens and goes over options until you both agree on what fits best for your scenario and goals.
- Joe D.

He left us with a lot of info to consider & we will be getting back with him after our review with our current advisor. My thoughts are that although we might not make any immediate changes, I do believe we will be investing with him in the near future. Initially we went to this seminar because it gave us some of the overall facts regarding Social Security & retirement - he knows his stuff.
- Rosellen W.

It went great - I've already recommended
El Cajon Financial Advisors Provider Name Locked
to friends and family who are looking for a financial adviser. He is very detailed oriented and reviewed all my insurance and benefits to make sure I was getting enough coverage and making the right choices. He also helped me adjust my 401K plan so that the risk level was on par with what I was comfortable with.
- Mary B.

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!

24/7 Handyman Service

P.O Box 16125
San Diego

Accelerated Benefits

5880 Venture Drive

Acme Bail Bonds

3065 Rosecrans Pl, #200
San Diego

Advantage Law Group

5820 Oberlin Dr
San Diego

Aflah Realty

PO Box 369

Agility Paralegal Service

7227 Broadway
Lemon Grove

Aligned Advisors

888 Prospect St.
La Jolla

All Star Salon And Spa

7037 Linda Vista Rd
San Diego

Allan Galgut Insurance

4275 Executive Square 400
La Jolla

Allegiant Group Inc

189 W Clarkston Rd

American EFT, Inc.

Spring Valley

American Pacific Mortgage

12600 Hesperia Rd Ste B

Apple Financial Care, LLC.

7317 El Cajon Blvd.
La Mesa

Auto Fax Ins

3865 Linda Vista Dr
San Marcos

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego


El Cajon


San Diego

BetaFrontier, LLC

858 North Franklin St

Blanco Tax Law

419 19th St
San Diego

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

Bull Oak Capital

1350 Columbia Street #401
San Diego


1120 S. Pacific St.

Caliber Home Loans

701 Palomar Airport Rd Suite 300

Capital Growth Inc.

8910 University Center Ln
San Diego

Cash Plus

4310 Genesee Ave
San Diego

Chris Catania Mortgage Lender CalPacific

523 encinitas blvd

Christiansen Capital

705 Pier View Way

Chula Vista Credit Repair

683 Broadway
Chula Vista

Coastal Credit Solutions

4747 Viewridge Ave
San Diego

CoPlan CFS

100 E San Marcos Blvd
San Marcos

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

Credit Repair San Diego

425-447 Broadway


410 S. Melrose Dr., Ste 210

D.M. Brenner & Assoc

380 Stevens, Ste 213
Solana Beach

Debt Collection Agency

1507 E Valley Pkwy


545 HST. STE B
Chula Vista

Debt Relief Bankruptcy Attorney

121 Broadway #355
San Diego

DebtWave Credit Counseling, Inc.

9325 Sky Park Court, Suite 260
San Diego

Define Financial

750 B St #3300
San Diego

Derden Business Loans

2560 Catamaran Way Suite 11
Chula Vista

Disney Financial

7839 University Ave #102
La Mesa

Dollar Smart Money Center

1103 Broadway
El Cajon

Doster Financial Planning

7676 Hazard Center Dr, Suite 500
San Diego

Eagles Club

Canoga Park


2650 Jamacha Rd Ste 131
El Cajon

Elite Debt Consolidation

350 West Main Street

Elite Debt Consolidation

350 West Main Street
El Cajon

Emerald Connect

15050 Avenue of Science, Suite 200
San Diego

F.A.T. Freedom

4/41 Meinzinger Ave.


620 Lighthouse Ave
Pacific Grove

Fastest Payday Loans

3502 Kurtz Street
San Diego


12975 Brookprinter Pl Ste 140

Financial Trading School

3313 Poplar Avenue
San Diego

five star processors

3520 seagate way

Freedom Debt Solutions

2350 6th Ave.
San Diego

Freyman CPA, P.C.

40 Exchange Place Suite 1602

Garrett Lecroy Financial Advisor Morgan Stanley

1644 West Bernardo Drive
San Diego


385 S 1st St
El Cajon

Global Capital & Equity

PO Box 8543
Chula Vista

Go Green Medical Billing

7614 Prairie MOund Way
San Diego

Golden Financial Services

600 Palm Ave #221
Imperial Beach

Golden Financial Services

600 Palm Ave
Imperial Beach

Goodsell & Company Financial Services

San Diego

Grant Writing Specialists

4281 Lowell Street
La Mesa

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

Hackett Insurance Group

690 Carlsbad Village Dr

Heartland Payment Systems

1263 Pioneer Way
El Cajon

Hidden Valley Tax Lawyers

270 East Via Rancho Parkway

Home Loans San Diego

402 W Broadway
San Diego


3090F Pullman St
Costa Mesa

IRS Tax Help Team

1201 S Beach Blvd
La Habra

JMJ Financial

1010 Turquoise Street
San Diego


Garden Grove

Kirkland Insurance Services

6977 Navajo Rd
San Diego


2173 Salk Ave., Suite 250


9620 Towne Centre Dr Ste 200
San Diego

Law Office of Narciso Delgado-Cruz

3200 4th Ave Ste 203
San Diego


848 Brickell Ave 603


3142 Tiger Run Ct. Suite 117


11512 EL CAMINO REAL #100
San Diego

Lost Angels International, Inc.

1170 Peachtree Street NE



Luminary Financial & Insurance Solutions

1434 Andorre Glen

Mackay Tax and Financial

8680 Navajo Rd
San Diego

Maggio Capital, Inc.

12526 High Bluff Drive Suite #300
San Diego

Megastar Financial Corp

930 Executive Way Ste 125

Merchant Resources

311 Oceanside Boulevard, Space 8


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

Opera Solutions

12230 El Camino Real, Suite 330
San Diego

Origin Tax & Financial Services

13475 Danielson St, Suite 250

Pacific Coast Trust

4275 Executive Sq
La Jolla

Pacific Crest-Global Wealth Management

12526 High Bluff Dr.
San Diego

Pacific Debt Inc.

750 B Street
San Diego


Chula Vista

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

Pettit Financial Services Inc

225 N Rancho Santa Fe Rd
San Marcos

Plan For Tomorrow

4250 Executive Square
La Jolla

PlanPrep - Financial Planning

13151 Kellam Ct
San Diego

Prime Title Loans San Diego

1856 Conejo Ln

primo Debt Consolidation

382 3rd Avenue Ste B


2371 Silver Oak Cir

Pure Financial

3131 Camino del Rio N - Ste 1550
San Diego

Quickest Cash Advance and Payday Loans

4250 Pacific Highway
San Diego

Redwood IRS Back Tax Attorneys

3936 30th Street
San Diego


La Mesa

Reyes Financial Architecture

4365 Executive Drive Suite 250
San Diego

RMH inc.

2815 Camino Del Rio S, Suite 111
San Diego


1234 E MAIN ST
El Cajon

Rohn S. Trieglaff, CLU, AIF

16496 Bernardo Center Dr
San Diego

San Diego County Credit Union

6705 Mira Mesa Blvd
San Diego

San Diego County Credit Union

12330 Carmel Mountain Rd
San Diego

San Diego County Credit Union

312 W Main St
El Cajon

San Diego Wealth Management, LLC

6265 Greenwich Dr
San Diego

Santee Chamber of Commerce

10315 Mission Gorge Road

Save Financial Inc

2081 Business Center Dr


5580 La Jolla Blvd
San Diego

Source Capital Funding Inc

11440 West Bernardo Court
San Diego

Steven Simmons

3131 Camino Del Rio N. Ste 1150
San Diego


243 26th St
Del Mar


4719 ViewRidge Ave.
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


San Diego

The Colvin IRS Tax Debt Group

1850 Main Ct
Chula Vista

The Entrust Group

555 12th Street

The Kaplan Group

330 A Street
San Diego

The Startup Garage

4455 Lamont St.
San Diego

Thomas J. Dobransky & Associates

13400 Sabre Springs Parkway
San Diego

Title Loans Express

1856 Conejo Ln


San Diego


6856 Embarcadero Ln


9745 Prospect Ave Ste 204

United Gold Direct

2945 Townsgate Road
Westlake Village


PO Box 33490

Van Winkle Insurance Group

13619 Mukilteo Speedway

Veld Advisors

3414 Corte Sonrisa

We Connect Merchants

4908 Field Street
San Diego

White Bookkeeping & Business Management

1265 Carlsbad Village Boulevard, Suite 100

Women of Virtue Outreach Ministries- Letesa L. Bro

591 Camino de la Reina, Suite 711
San Diego

Shop Local Financial Advising Services in El Cajon, CA

Join Angie's List to get the best local reviews in El Cajon.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Advisor
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money