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.

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.

Jessica is great. We have been using her for 20 years. She has seen all our children grow up and my…read morewife and I really like her personality, her steady calm demeanor expertise and her attention to detail.

Convenient, fair pricing, helpful, and professional. I was able to do my taxes via email. I did go…read moreto the office to sign and pay for the services. They saved me about $1K with sound advice.

Working with Tim Dyre has been one of the best financial decisions I've made in planning for my…read moreup-and-coming retirement in three years. I came to him worried about whether the monthly amount I was pulling from my investment account was safe--too high and I risked depleting my savings too quickly, too low and I wouldn't enjoy the retirement I've worked for. He walked me through detailed modeling (including various market scenarios and inflation adjustments), helped me understand safe withdrawal rates tailored to my specific situation, and gave me a clear, personalized plan that balances income needs with long-term security. The process was thorough yet easy to understand, and I left feeling much more secure about my financial future. If you're in or approaching retirement and want expert help with sustainable withdrawals, do give Tim Dyer a call today! He is outstanding!" Five Stars!

Tim responded extremely quick. I reached out for hourly financial advise and he does not offer an…read morehourly rate. He was very helpful with a recommendation though. Thank you.

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.

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.

WOW, Jamie is such a sharp cat!!!! I signed up with him about 1 year ago and he was so helpful…read morewith explaining the different options for investing. I now have 5 accounts and feel very confident that my money is in good hands. Jamie and his team have been AMAZING with following up to make sure things are turned in and having all the accounts in order. They have a great office in La Jolla which is very convenient because I do alot of business there. And I could stop by to ask a few questions or to check on my portfolio. I just can't say enough good things about my experience so far with Jaime Meronoff and with Edward Jones. I would highly recommend them to anyone looking to start or even add to their investment portfolio!!! I plan on a lifetime relationship because the level of trust is so high.

I had a great experience with Jamie. I was in need of some financial advice and education and he…read morespent over an hour going over my expenses and reviewing my budget with me. I would recommend meeting with Jamie and consider investing with him. He is reliable and helpful and his team is wonderful as well.

It speaks volumes when a business hasn't had a positive Yelp review since 2017. What a joke!…read more My husband has been trying to work with these disorganized, forgetful, and inept people from 9/30/24 until today to provide all the requested documents to get an SBA loan for his small business. He has had to interface with no fewer than 5 people to get one loan. And since my financial and personal information was required, I definitely have a right to write this review. We have a mortgage, I have refinanced a house twice, I have had to deal with probate, estates, and being a fiduciary, so I understand that things can be complicated when ensuring proper compliance. But this has been a complete sh*t show. One egregious example from Iliana: to move forward, my husband had to have a signed lease for his business, which started on Dec 1. They approved that it was for a year with the option to extend. They had two full months to convey that it wasn't ok and that it needed to state on the lease that it was for 10 years. They had copies of the lease documents. Then today, Dec 5, they back tracked and said the lease needed to be written for 10 years. Who gets a 10 year lease for a new business? Don't the lenders hope the business grows and needs a bigger space? How do they propose someone gets out of a 10 year lease if they outgrow it in 5 or 6 years? Perla also told my husband that it was ok for him to have his LLC filed for January before he submitted it in Nov. Several days later Iliana backtracked and said he had to have his LLC active to fund the loan. When he asked why Perla had given him incorrect information, Iliana got defensive. That mistake cost him an extra $300. She didn't even apologize. I honestly wonder if they're a scam that just gets money from the government for "handling" SBA loans, or some kind of boiler room that collects people's information and later sells it because I cannot imagine that they ever get anything done. Perla, Iliana, Kelly, and the rest of you should be ashamed of yourselves and find another job, because you're shamefully terrible at this one.

Had a great experience with the CDC team in acquiring my SBA loan. They were professional and…read morecommunicative throughout the entire loan application process, and were committed to making my application successful. I highly recommend CDC Small Business Finance!

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.