Find Top Financial Advisors in Ramona, CA

Recent Finance Advising Reviews in Ramona

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  Scoreology

  I didn't end up needing his services, but I will definitely use them in he future. They were very professional and steered me in the right direction.  They were very helpful and curteous. 
  - Annette S.
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  Pacific Coast Trust

  It was incredible. Fred is the BEST!!! I have Lyme disease and have been sick for a little over 3 yrs. This should have been written 2 years ago however I was so sick I couldn't figure out how to sign on. He came to my house to do everything I needed! It was such a relief to get this done. I have referred many over the past 2 years but not sure if anyone followed thru.
  - Pamela H.
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  Golden Financial Services

  I had more than $50,000.00 in credit card debt and they helped me save more than $30,000.00 and on top of that restored my credit! Thank you Golden Financial
  - Rob D.
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  Pacific Coast Trust

  This firm runs efficiently on a novel split “inside” or “outside” structure, a process they created to give clients a flexible and cost-effective choice in how they set up one’s trust. Frank Kallmeyer’s customer service was outstanding; he was very helpful to me as I wasn’t really clear when I met with him, what portions of my estate would go to whom including a niece who receives public benefits for her disabilities. As a result of our discussions, we came up with a logical plan to hire an attorney to set up a special needs trust in my niece’s state to protect my niece’s public benefits and ensure her beneficiary assets are entrusted in competent hands. This simplified matters for me and helped me structure my main trust in a more organized manner than what I had envisioned . The other thing I gained by using Pacific Coast Trust was Frank’s A+ resource of fiduciaries. With one sibling and 5 nieces and nephews out of state, I wanted to find a local professional to act as successor trustee and didn’t know where to start. Frank’s recommendations were all stellar professionals in their field; I met six and narrowed my choice down to two and a third backup all of whom were very qualified and experienced professionals. This resource alone was worth its weight in gold and turned out to be a real time saver for me as I was facing multiple deadlines and out-of-state commitments. Frank graciously spent as much time as necessary to address all of my concerns including the special needs situation. Knowing I had a deadlines, he prioritized my situation and managed to get the trust, POAs for healthcare and financial and other documents done in less than two weeks for which I am extremely grateful. Cost-wise considering the time Frank spent on my various out-of-the ordinary issues, I feel I got more than my money’s worth and would highly recommend Pacific Coast Trust to anyone in need of top notch professional guidance on estate planning matters.
  - Irene H.
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  THE RETIREMENT GROUP

  I met Erik Larsen to discuss my retirement. I wanted to retire from PG&E, 3 to 4 years from now. He gave me recommendations and plan on how to better distribute 401 K and other finances to support retirement. Responded very promptly and courteously to all my requests based on the information I provided. He developed a comprehensive financial plan and recommendations for me to redirect my 401 K funds at work. The best part was that he did all of this for free, despite the fact that I couldn't give him any business at this time. However, his strategy was to establish a relationship so when I do retire I can consider him to manage my retirement funds. And I will because at no point did he apply any pressure. I was please with his service and have recommended him to all of my colleagues.
  - Lance P.
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  Pacific Coast Trust

  Turned out fine! He worked with our schedule and came out when we were ready to have him come out. He did what we needed, it was all fine and professionally done. Between the time he came up to the house and he came back a week later with all the doc, it took about a week.
  - Sharon W.
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  Pacific Crest-Global Wealth Management

  I have been working with Robert Chapman for about 20 years now, and trust him completely. At every step in my life and finances, he has always been completely respectful of my best interests, my attitudes toward risk & security, and has educated and guided me appropriately through the changes. Robert has a remarkable passion and active engagement in his work. I am blessed and very, very grateful that our paths crossed when they did. He has helped me immensely. I don't know how I would be managing otherwise. I have friends who are mistrusting or feel they can manage on their own, but there are so many avenues of investment that I would never have considered or even been aware of without having solid professional guidance.
  - Pamela H.
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  Pacific Crest-Global Wealth Management

  Robert Chapman, the owner of Pacific Crest Global Wealth has been our financial planner and advisor since late 2009 and prior to that was my father-in-law's advisor for many years. He is absolutely wonderful to work with on every level; he is knowledgeable and thorough and can offer options for investments not available to non-clients. He has has come up with several investment opportunities which we would never have considered were it not for his help and information and they have performed even better than expected. Mr. Chapman is a great asset and we feel he has gone out of his way to help us establish financial security even in difficult market times. He keeps an eye on our portfolio and offers insight as to both buying and selling opportunities. He is incredibly patient and easy to talk with; he does not "push" a particular fund or investment opportunity and is always, without exception, willing to listen to our questions and support our decisions. He gives us as much information as we need to make an informed decision. His patience is remarkable as is his intelligence and knowledge of financial markets and investing. He is also very aware of tax consequences and as a fiduciary advisor has helped us with income tax planning as well; he referred us to an excellent tax accountant, Brian Cox, who is equally as conscientious and knowledgeable as Mr. Chapman in their respective fields. It should be noted that Mr. Chapman's referral to Mr. Cox has enabled us to have a top-notch tax accountant who works hand in hand with our financial planner--an ideal "dream" team to handle our finances. We live about 350 miles from Mr. Chapman's office and that has never been a problem. Through email and phone calls we are able to conduct business almost without delay and have never had an issue with the distance. In short, Mr. Chapman and his company have proven to be well worth the cost of his services; we have never yet regretted a single decision made under his guidance and have 100% trust and confidence in him. Under his guidance our portfolio has grown substantially. I cannot recommend him and his services highly enough and encourage anyone considering a financial planner to meet with him and see for yourself. You will not be disappointed.
  - R B.
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  KTE Books and Taxes

  It has gone great. I highly advise her services she is reliable and very nice. I always get my return within 2-3 weeks of filing. Although I don't use KTE for bookkeeping, If i have a question about anything pertaining to my 1099's or anything to do with my own personal business she is always ready and available to answer questions. I have been using her Tax services for 10 years.
  - Chandra W.
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  Pacific Coast Trust

  The process was easy and simple. Ordered the consult with $250 credit on Angie's. They came to our house for both the initial introduction as well as final delivery of product. Generally, quick to answer any email questions or return calls. Quick and simple process. Price seemed in line with other service providers. Really liked being able to do in the privacy of our own home.
  - Kirsten P.