Started out okay under the prior ownership, and now almost entirely non-responsive. Consider…read morefinding a professional firm because this is not acceptable, particularly from an accounting firm. I have filed a complaint with the accounting board as a result.

Brian and his team are available whenever I need them. We have been with them for 3 years. Great…read moreservice

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Best tax preparation company around. Extremely efficient and on point knowledge of tax laws! I've…read morebeen blessed to have Kyle do my taxes for at least 20 years.

I recently look a class on business and it mentioned to look into a financial/wealth coach, so I…read moregoogled and San Diego Wealth caught my attention. And I am so glad it did. I did my first intake session with Cory and he was a lot of help. I've been nervous to look into any kind of financial advisor, but he made me feel safe and understood. The approach is different than anything I have heard, googled or read. I was given advice, resources and strange enough, compassion. The things that are essential when it comes to money and finances but often forgotten. Along with this, Cory has much intelligence and knowledge yet is very humble and down to earth. I want to recommend him and San Diego Wealth to anyone interested, even if its the beginning stages of curiosity. They can help lead and guide to what is best for you. I would recommend just reach out, ask questions, and let them take it from there. Thank you Cory/San Diego Wealth!

When my husband and I got married we knew we differed in our perspectives and experiences regarding…read moremoney! And, when we did speak about money matters we agreed that our conversations weren't that pleasant! Eventually, we felt like instead of treading water between ourselves, it would be prudent to work with a financial advisor who could support us in navigating our financial conversations and working towards our goals. We reached out to Cory and his team because of their long standing presence in San Diego and because we had known Cory personally for some time. Our planning conversations with Cory and Aries are always open and honest - my husband and I both feel we can express ourselves and be heard (without getting heated!), despite our differences. My husband thinks more short term and I think more long term, and Aries is able to strike a balance in our approaches with his feedback, guidance and vision. We are so grateful for the team at SD Wealth and the effort, time and energy they put into supporting us.

My car was stolen...when the San Diego Police found it, it had been in an impound lot for over 1.5…read moremonths. The cost to retrieve it was exorbitant. Lobel Financial was advised of this since the moment it was discovered stolen. They chose not to retrieve the car from the impound lot and indicated on my credit report that I had simply stopped paying. (There is a dispute process pending.)

Terrible customer service. You need to train your employees otherwise you won't last long in this…read morebusiness.

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.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

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 not sure what their motive is for low balling appraisals but they were about $80,000 lower than…read morewhat we anticipated. We were told by several professionals that the home should appraise for around $400,000 to $425,000. Caliber Fundings appraisal came in around $342,000. The 2100 sq foot home with 4 bdm 3 bath was appraised at $365,000 three years ago. The home is in a nice neighborhood on a cul-de-sac. This home was in complete disrepair when purchased. Tens of thousands of dollars were spent to transform this home. We filed a complaint because we were sure this must have been a mistake. Caliber stated that they were satisfied their appraiser "Don" had correctly appraised the property. If you need an accurate appraisal based on current comparable comps this is not the place to go. Dave H

I have nothing but good things to say about them. My loan was processed in 2 weeks after another…read morebroker totally messed it up. Rate was as promised, appraisal was done no problems. The processor even kept in touch with my broker after hours to make sure I met my closing deadline. After closing, I had some question and my emails, calls were returned right away. In fact they even waived the over phone payment fee because of the questions. Statement was mailed promptly ect. After dealing with CitiMortgage for over 12 years, this company was a breath of fresh air! As for appraisals...An appraiser isn't going to low ball a home and risk losing his/her lic. Just isn't going to happen. If you felt that strongly about the appraisal being wrong you could have hired another appraiser. It's that Simple. The appraisers do not work for the mortgage company. They work for you.

In working with this company, I found myself dealing with folks that felt like it was either their…read moreway or the highway. In refusing their offer which came with a hefty interest rate, I was given condescension rather than consideration. Do not work with these people.

Wells Fargo and other banks would not give me any loan without a co-signer. I went to this office…read moreafter being referred by a car dealership (TMT Motors). I was introduced to Amanda LaCroix, she was very helpful and professional. My credit was not that great but they were still able to give me a loan without a co-signer, I expected my interest rate to be high so I was not surprised. If your credit score is low or history is short just expect a high interest rate anywhere you go. Everything went smoothly, now I'm driving my financed BMW 530i thanks to Springleaf, and Amanda. I read some other peoples reviews that gave only 1 star and I noticed those people got letters in the mail, then contacted this office (maybe it was closest to them). It seems pretty unfair to leave a bad review because your credit history doesn't qualify you for a low interest rate lol..