Best Financial Advisors in El Cajon, CA

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the El Cajon area.

Wealth Alliance Tax & Financial Services

Wealth Alliance Tax & Financial Services

Investment Management, Financial Planning, Retirement Income Planning
“Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financi...”
Licensed, BBB Rating: A+
In Business Since 2015
1870 Cordell Ct #106, El Cajon, CA
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Hughes Ferguson Grigg

Hughes Ferguson Grigg

(4)
Sale & Acquisition Consulting, Internal Control Analysis, Misappropriation of Assets
“He is also our regular CPA and is professional, courteous and will provide detailed information if you have questions with your tax returns.”
In Business Since 2019
1010 Pioneer Way, El Cajon, CA
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Straight Cents

Straight Cents

(2)
“There are no words to describe how much Kacy has helped us completely turn our finances around!”
In Business Since 2018
194 Kens Rd, El Cajon, CA
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Noble Tax Help

Noble Tax Help

“Christopher Noble, CPA EA has years of experience helping not only people with their taxes but also helping develop some of the most popular tax software in the industry. He is uniquely capable to help you achieve your goals of saving money on your t...”
Transparent Fees & Pricing
In Business Since 2017
7317 El Cajon Blvd Ste 151, La Mesa, CA
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Rundlett Financial

Rundlett Financial

Bob Burton's Biography, Tell A Friend, Mike Rundlett's Biography
“Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overv...”
In Business Since 2011
405 S Magnolia Ave, El Cajon, CA
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J2X Wealth Advisors

J2X Wealth Advisors

Private Wealth Management, Concierge Services, Private Wealth Development
“J2X Legacy Advisors LLC is a registered investment adviser in the State of AZ, CA, FL, HI, ID, OH, OR and TX. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individual...”
In Business Since 2017
1380 El Cajon Blvd, El Cajon, CA
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Waypoint Financial Partners

Waypoint Financial Partners

(4)
“Diedre and her staff are always responsive, and really look at all of the potential angles for reducing our tax liability and planning our investments for the future.”
256 Witherspoon Way Ste D, El Cajon, CA
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Mountain West Financial

Mountain West Financial

“I've had the opportunity to work with Mountain West for the past 6 years with financing my captive. They've been a great partner and advocate for our company. What they've been able to build is truly remarkable, I see them at every conference I go to...”
In Business Since 2001
550 Fesler St, El Cajon, CA
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Transatlantic Investment Partners

Transatlantic Investment Partners

In Business Since 2015
1920 N Marshall Ave, El Cajon, CA
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Funding Process Management

Funding Process Management

Financial Consulting, Due Diligence Package
“FPM provides a complete financial due diligence report for your business. We research comparable companies to support your valuation and prepare a full disclosure document for an investment in, or sale of your business”
Licensed
In Business Since 2017
11936 Paseo Fuerte, El Cajon, CA
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Pure Financial Advisors

Pure Financial Advisors

(2)
“I learned a lot from their show.”
Licensed, BBB Rating: A+
In Business Since 2010
Coupons & Offers
Transparent Fees & Pricing
3131 Camino Del Rio N #1550, San Diego, CA
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Copley Financial Group

Copley Financial Group

(26)
  • Investment
  • Future
  • Family
“My husband grew up knowing the Copley family, so we had confidence that the Group would likely help us to organize our finances well, but we really had no idea how incredibly welcoming and accommodating they would be.”
Licensed, BBB Accredited
In Business Since 2012
2650 Camino Del Rio N Suite #350, San Diego, CA
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Practicecfo

Practicecfo

(29)
  • Meetings
  • Dental
  • Goals
“He provides comprehensive information on tax strategies and financial planning for the Dental professional that are beneficial for both the short and long term.”
Transparent Fees & Pricing
In Business Since 2012
13400 Sabre Springs Pkwy #255, San Diego, CA
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Wealth Legacy Group

Wealth Legacy Group

(11)
  • Know
  • Team
  • Expertise
“With a great belief in servant leadership and philanthropy, I highly recommend all San Diegans to learn about this amazing group and discover how they can both benefit from their experiences and how they can become a part of this organization too.”
Licensed, BBB Rating: A+
In Business Since 2006
4540 Kearny Villa Rd # 114, San Diego, CA
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Pars Financial Corporation

Pars Financial Corporation

(11)
  • Tax
“Great service....”
Licensed, BBB Rating: A+
In Business Since 2000
8736 Production Ave b, San Diego, CA
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Summit Financial Group

Summit Financial Group

(10)
“Excellent organization.”
Licensed, BBB Rating: A+
In Business Since 1974
9340 Fuerte Dr # 207, La Mesa, CA
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FSI Wealth Management

FSI Wealth Management

(9)
“Besides being extremely knowledgeable, professional and trustworthy, Paul just has this amazing demeanor and ability to make you feel comfortable and able to share your concerns freely.”
Licensed, BBB Rating: A+
In Business Since 1997
Accepts Cash
1455 Frazee Rd Suite 804, San Diego, CA
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Bull Oak Capital

Bull Oak Capital

(21)
  • Future
  • Meeting
  • Retirement
“Throughout the whole process, Ryan was so patient in explaining investment terminology and helping my boyfriend and I discover questions about our future we hadn't even considered before.”
Transparent Fees & Pricing
In Business Since 2013
Remote Consultations Available
4747 Executive Dr Suite 1010, San Diego, CA
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Carl Hakenjos & Associates

Carl Hakenjos & Associates

(3)
“Super helpful during covid to have a tax guy just a quick email away- all year long- not just during tax season.”
Licensed, BBB Rating: A+
In Business Since 2018
Transparent Fees & Pricing
Serving El Cajon Area
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San Diego Business Advisors

San Diego Business Advisors

(5)
“He is very organized and if you have any questions regarding your taxes he responds promptly through email.”
Licensed, BBB Rating: A+
In Business Since 2006
Accepts All Major Credit Cards
3517 Camino del Rio S Suite 200, San Diego, CA
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Reyes Financial Architecture

Reyes Financial Architecture

(7)
“Since I do not have anything to worry about aside from myself and my wife Anne, I usually spend a lot of my retirement benefits buying anything for my daughters and their kids even though I know they are capable of buying it themselves.”
Licensed, BBB Rating: A+
In Business Since 2009
Transparent Fees & Pricing
4660 La Jolla Village Dr #725, San Diego, CA
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Armstrong, Fisch & Tutoli, Attorneys At Law

Armstrong, Fisch & Tutoli, Attorneys At Law

(1)
“Stephanie Lord did a superb job handling both the creation of my family's and mother's estate plan.”
Licensed, BBB Rating: A+
In Business Since 1997
6050 Santo Rd # 240, San Diego, CA
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Carrasco Group

Carrasco Group

(4)
Business Services, Services For Individuals, Quickbooks Services
“Excellent place to do your taxes, recommended”
Transparent Fees & Pricing
In Business Since 2009
Free Initial Consultation
Offers Financing Options
119 E 8th St, National City, CA
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Donald Fischer Licensed Fiduciary

Donald Fischer Licensed Fiduciary

(2)
Naming a Successor Trustee, Court Appointed Receiver
“If you are looking for a great receiver.”
Emergency Services
In Business Since 2017
Free Initial Consultation
7710 Hazard Center Dr suite e, San Diego, CA
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Retirement Planning and Investment Management Services in El Cajon, CA Cost Estimates

Minimum cost
$1167
Maximum cost
$9915
National Average
$3500
Avg Per Hour Rates
$350
$2333
$6416
Average price range is based on 417 cost profiles
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Average Cost $3500
Minimum cost $1167
Maximum cost $9915
Avg Per Hour Rates $350

Average range $2333 to $6416 is based on 417 cost profiles.

Why these companies made our list

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