Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.

I'm able to get weekly updates from the firm owner. I find his understanding of the markets…read moreextremely impressive. He has done this for a long time and has ran a portfolio in the many, many millions.

Rainier is an excellent Financial Advisor. He is very thorough, organized, reliable, easy to work…read morewith and very professional. I highly recommend him, especially his very affordable rate. Because of his assessment, we were able to make an important educated decision about our retirement. You will not regret hiring him, very personable, knowledgeable and easy going. Please recommend him to other people as well. The best investment we have ever spent !

To set up appointment is impossible. Requested to book appointment online and they never return my…read morecall to set up appointment. You will end up dealing with hours on the phone pleading for appointment and they only say we send request and never get back to you! Also they freeze your account while accepting a deposit no problem but then requiring a rigid list of documents as a proof of address .

After trying/failing to get a check issued for a rollover via their website, tried doing an…read morein-person visit to this office. It didn't work: it took weeks to get my funds out of their account. I walked into the La Jolla office, asking for assistance, and the man at the counter basically said: "We don't issue checks here" and didn't offer any useful information. I realize that's not how they operate- but some helpful advice/support for a client with an account would have been appreciated.

I had a pleasure of meeting Mike Canzone. He looked at the information I provided prior to the…read moremeeting and answered all my questions and explained how retirement savings work. He also provided very helpful guidance on what to do next. All of this was done during complimentary meeting and now I know how I am doing! He also said I can reach out to him if I have any other questions. Just have to give him an email or a phone call! What a wonderful man! Thank you so much Mike for spending time with me and educating me!

From the owner: Canter Wealth offers fee-only investment management and financial planning services. Our advisors…read moreare Certified Financial Planners who adhere to the fiduciary standard of care. - Investing - Financial Planning - Tax Strategy - Real Estate - Retirement Planning - Risk Management - Estate Planning

I've been a Coastwise Capital Group client for 19 years. The personalized service I've received…read morefrom Scott, Brad, and the staff there throughout the years has been exceptional. If you're looking for an investment management firm in the La Jolla area, I strongly recommend them.

Not impressed at all, quite the opposite. Very disappointed. Scott G Kyle told me he would be able…read moreto meet my needs/goals and income requirements without a doubt. My investments have been managed by Coastwise for over a year. My investment values have substantially decreased, by over 20%. Not only that, I have NEVER, not even for one month achieved the income/dividends he guaranteed & that I need to survive. I am at such a loss. I spoke with him several times about it, and he was always short and rude. I tried to be patient. But this is pathetic. And they continually raised their fees and screwed up my investments. I am going else where. Do not trust this investor. He does not meet his promises/know what he is doing. And he is a jerk.

Our normal Point of Contact was actually working from home when we "dropped in" No problem i think…read morethe gentleman's name was Dan? That filled in took care of what i expected to be thirty minute issue and we out of the office all handled in like 20 minutes

A nightmare in every sense. Transferring funds has literally never been harder!! Sooo crazy and…read morethey absolutely refuse to keep in touch no matter what they promise you