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

Hayley has been exceptional with taking care of our office retirement planning. She is generous…read morewith her time and very responsive.

Love Hayley...she is on top of everything going on in the stock market and gives solid…read moreadvice...stays in touch so we can make changes as needed. She does an excellent job for us.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Another year of tax prep help and Westax continues to be awesome!! Great staff, great customer…read moreservice. Can not say enough good things about the staff being friendly, professional and responsive. Thanks Westax!!!

I've been going to Westax for over a decade. They are awesome!!! Highly recommend their…read moreknowledgeable and friendly staff!!!

Jeff came highly recommended by a respected friend and businessman. I was impressed by his…read moreknowledge of current San Diego market conditions and trends, the value of my unit and how it stacked up against the competition. He was well versed on the amenities and fees of my specific condo building and similar buildings in the area. He gave buyers insight into the dramatic revitalization and development taking place in the Marina area. He has an eye for quality and appreciated the finer details of the recently completed renovations which set my home apart. He also had great resources for staging to best reveal the home's potential. Jeff is a true professional; if he said something was taken care of, I could consider it done! He handled the entire transaction seamlessly while I was out of state on business. He made the transaction easy and fun for me and worked well with all the parties involved. He has my highest recommendation.

Sand and Sea Investments…read more Jeff Grant - Sand and Sea Investments Trust and confidence are essential qualities to look for when selecting a real estate agent. My husband and I had the fortunate opportunity to have had Jeff Grant and Sand and Sea Investments as our real estate investment agent. We found him knowledgeable, respectful and most importantly acted with integrity regarding our recent purchase. Under challenging circumstances Jeff worked hard finding an excellent Starker 1031 exchange property with just one remaining day before the expiration date. After escrow closed Jeff and his team then listed the property for rent, interviewed and personally screened all applicants managing the entire process to the move in date. Throughout our experience he was respectful and polite, a true professional. In the past we've worked with many real estate agents both for our personal homes and investment properties. We confidently recommend Jeff Grant as the most exemplary model of the ideal Real Estate Agent. Debbie and Les Smith

I have been a client for years. Ted and Vicki are really helpful when issues arise. They are…read moregenuinely good Christian people. I trust them. If they don't know the answer, they'll research it and find you an answer.

Ted Anderson Insurance Services has helped my family with our insurance needs for decades. Ted and…read moreVicki both are very easy to talk with and explain everything in terms I can understand. I appreciate how they care and take the time to make sure we get the right product. I would recommend their services to anyone.

Mike Wolf, his wife, and the entire Wolf team were exceptional throughout the process of purchasing…read moremy home. This was the second time we've worked together, and both experiences have been outstanding. Mike and his team are always willing to go above and beyond to help in any way possible. This purchase was especially challenging because of the loan processing company we were working with. There were numerous delays and obstacles along the way, but Mike stepped in and personally helped move things forward by reaching out to our loan officer and underwriter. His involvement made a significant difference in keeping the process moving. What impressed me most was that, even though the home I was purchasing was a value purchase and certainly not one of his multimillion-dollar deals, Mike and his team treated me with the same level of attention, respect, and professionalism. I never felt like my transaction was less important because of the size of the deal. Having the Wolf team on my side made all the difference and ultimately helped ensure that we were able to complete the purchase. I'm incredibly grateful for their support and would highly recommend Mike Wolf and his team to anyone looking for a team that genuinely cares about their clients and is willing to fight to get the job done.

We were in San Diego, CA in August, 2026 looking for a second home. We found Mike online based on…read morehis stellar reviews. We were NOT disappointed. Mike thoroughly knows the San Diego market and the various neighborhoods. He patiently spent an extraordinary amount of his time showing us beautiful properties for sale. If you are looking for a realtor with a high level of expertise and professionalism, Mike is unquestioningly the one to choose.

Best personal service ever offered by a bank!! Never ever talk to an automated attendant.read more

Always very very helpful! The La Jolla branch and the coronado branch are fantastic! Kudos to Rob…read moreand their whole team!