Canter Wealth
Canter Wealth has the experience and expertise in the field of Financial Planning & Wealth Management. Canter Wealth is committed to serving our clients and their unique needs. Whether it is a big or small job, there is a wide range of services we provide. Canter Wealth is to provide value for money, do the right job, at the right price, at the right time to suit our customers. Canter Wealth has been doing business for over 10 years. Canter Wealth is BBB rated. Call (858) 812-7550 now for help.
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Sentiment Analysis
With some years to go before retirement, all this information will help guide us to make the best decisions in the near future..
I've been with Mike Canzone at Canter Wealth for many years and have been very happy with his advice and help with my financial planning.
Very professional and we learnt a lot.
The team at Canter Wealth has been incredibly helpful in creating a balanced investment strategy for our family that helps us today and equally as important, the future.
They take the time to get to know their clients, understand their goals, and carefully and thoughtfully build a plan to achieve them.
The entire firm is very caring and Jim, especially has gone above and beyond when helping with my finances.
He did many three way calls to our employers, gave advice and brought questions to his team to help us make good decisions.
It is truly refreshing to share that Canter Wealth Management (the entire team, Bobby & Min particularly) differentiates themselves by truly placing the goals of the client first, even if they stand to not profit or make any gains.
His knowledge has given us peace of mind to know he is looking out for our best interest and is always there to answer any questions which is why we highly recommend his service.
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