San Diego, CA

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San Diego, CA
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Best Financial Advisors in San Diego, CA

Handpicked from 107 vetted & reviewed Financial Planning & Wealth Management firms in the San Diego area, explore the top 5 standout choices among the selected group of 24 finalists.

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FSI Wealth Management

FSI Wealth Management

(9)
“I have no expertise in investing in these crazy times and, as a single women, the best decision I have made is to include Paul Neves as an important part of my financial future.”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1999
1455 Frazee Rd Suite 804, San Diego, CA
Featured

What We Do and How We Can Help Life is complicated enough without adding money to the picture. Managing your finances can be a full-time job in itself. That’s why there are professionals who do this for a living (hint hint: that’s what we do). In previous decades, things were a little more simple when people often worked for the same company most of their lives, lived a few years in retirement on Social Security and their pensions, and passed modest estates on to their children. Today, things have changed drastically, with an increased life span, changing demographics, and a more complex and volatile financial world. It’s not uncommon for people to lose sleep over how they’re going to make everything work. Thankfully, it doesn’t have to be this way. At FSI Wealth Management, we help families and individuals take the mystery out of preparing for today and tomorrow so they can live life to the fullest. Here’s more about how we can help.

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Pure Financial Advisors

Pure Financial Advisors

(2)
“I learned a lot from their show.”
Coupons & Offers
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2012
3131 Camino Del Rio N #1550, San Diego, CA
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Copley Financial Group

Copley Financial Group

(26)
  • Future
  • Family
  • Market
“He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.”
Licensed, BBB Accredited
In Business Since 2012
2650 Camino Del Rio N Suite #350, San Diego, CA
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Practicecfo

Practicecfo

(29)
  • Goals
  • Read
  • Information
“I feel like being a Dental Accounting Firm and Financial Planning Firm combined into one gives him that much more knowledge about our situation constantly, and helps ensure nothing is missed.”
Transparent Fees & Pricing
In Business Since 2012
13400 Sabre Springs Pkwy #255, San Diego, CA
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Pacific Tax & Financial Group

Pacific Tax & Financial Group

(29)
  • Family
  • Turbo Tax
  • Information
“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”
Coupons & Offers
In Business Since 2002
955 Boardwalk Suite 203, San Marcos, CA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Wealth Legacy Group

Wealth Legacy Group

(11)
  • Expertise
  • Business
  • Know
“I'm always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team's care.”
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
“Afshar is just one of the smartest, best CP As I have ever come across.”
Licensed, BBB Rating: A+
In Business Since 2000
8736 Production Ave b, San Diego, CA
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Fleetridge Financial

Fleetridge Financial

(2)
Fiduciary Services, Asset Management, Investment Management
“I am a small business owner and I came with a big list of questions regarding state and federal taxes, sole proprietorship vs LLC, business income and expenses, liability insurance, investment accounts and deductions, subcontractors vs employees, etc...”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2017
3725 Talbot St # C, San Diego, CA
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The Options Lady

The Options Lady

(26)
Course: Financial Independence For Women, Neutral Divorce Financial Analysis, Mediation Money Mentor
“Laurie Itkin's help was invaluable in negotiating with my spouse and I learned a lot from her, I will continue to use her services as I move on on my own post divorce for financial advise.”
In Business Since 2012
3814 Quarter Mile Dr, San Diego, CA
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Bull Oak Capital

Bull Oak Capital

(21)
  • Retirement
  • Goals
  • Strategic
“Based on our experience so far, we would recommend Ryan at Bull Oak Capital if you are seeking investment strategies, investment management, or need a very detailed financial plan mapped out for you and your family.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2013
4747 Executive Dr Suite 1010, San Diego, CA
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Ipsan West

Ipsan West

(30)
Conquer: Credit Consultation, Change: Debt Arbitration Process, Challenge: Dispute Credit Report
“Only within 30 days Bill and his Team have fixed the majority of my issues, granted I know it goes case by case but for me it has been an awesome experience.”
Free Initial Consultation
In Business Since 2009
12707 High Bluff Dr #200, San Diego, CA
FAQs
Q: Is Ipsan West a credit repair service?
Yes and no. A credit repair service will typically offer cookie cutter solutions and target a broader, less sophisticated demographic. We are a consulting company with multiple areas of credit and debt expertise to formulate tailored strategies and plans of action. Our clients are typically older (although not always) professionals, homeowners and aspiring homeowners, and business owners seeking to expand their businesses or secure larger credit lines or loans.
Q: How long will the process take?
Depending on the complexity or simplicity of the file, it can take a from 20 days, 90 days to a year depending on the different processes that need to be used. We worked with a client who when he came to us, faced significant challenges to securing a loan. After 3 months working with us, he was able to secure two $2.5 million FHA loans and purchase a $1.3 million home.
Q: Why is my personal credit worthiness important for me to get a business loan?
As a business owner purchasing big equipment or preparing for business expansion, the banks and financial institutions typically have the owner be the Personal Guarantor for most business loans so it is imperative that he or she be in the best credit position to qualify for potential business loans.
Q: I do not live in California, does that matter?
No. We have clients from around the world that utilize us to prepare for United States purchases and obtain the best interest rates possible for their purchases.
Q: Is Ipsan West the right company for me?
If you're an individual, professional, or business owner seeking to restore your credit worthiness or repair your credit history, you have a clear purpose of what you want to achieve in regards to your financial goals, and you're ready to commit to achieving those goals, then Ipsan West may be able to assist you.
We do have more answers on the FAQ page on our website.
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San Diego Business Advisors

San Diego Business Advisors

(5)
“Thanks for the update Stephen!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2004
3517 Camino del Rio S Suite 200, San Diego, CA
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Pacific Wealth Management

Pacific Wealth Management

(9)
Proactive Asset Management, Executive Compensation, Retirement Planning
“Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.”
CFP Certified
In Business Since 2009
11512 El Camino Real #350, 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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2007
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 1999
6050 Santo Rd # 240, San Diego, 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.”
Free Initial Consultation
Emergency Services
In Business Since 2017
7710 Hazard Center Dr suite e, San Diego, CA
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JW Financial

JW Financial

(16)
Medical Collective State Income Tax Returns, Sole Proprietor Federal/State Income Tax Returns, Non-Profit Federal/State Income Tax Returns
“Run of the mill companies didn't come close to delving into my financials to find all the deductions I was entitled to.”
In Business Since 2017
1286 University Ave #1025, San Diego, CA
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Quickpay Funding

Quickpay Funding

(6)
Industries
“There is so much to love about Quick Pay Funding from carrier setups to 24 hour exceptional LIVE customer service, and 24hr 365 days a year funding they are unmatchable.”
Emergency Services
Licensed
In Business Since 2015
6150 Lusk Blvd b201, San Diego, CA
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Pierre Tax and Wealth Management

Pierre Tax and Wealth Management

(28)
  • Pleasure
  • Uncle Sam
  • Questions
“I have been nothing short of impressed to watch Eric & his staff give the most cutting edge and excellent service to me and my company time and time again.”
In Business Since 2019
1455 Frazee Rd Suite 500, San Diego, CA
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Daca Financial Group

Daca Financial Group

(4)
Mortgage Lending, Investment Services
“Our family has gone through several changes, requiring a Living Trust with Special Needs provisions, needing a realtor to sell our mom's home, after her passing, advising and planning our retirement investments, and of course, tax preparation every y...”
Licensed, BBB Accredited
In Business Since 2007
4542 Ruffner St # 110, San Diego, CA
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Accounting and Payroll Services

Accounting and Payroll Services

(3)
“I was audited once before and had the accounting firm I was working with at the time handle the audit and it took about 6 months from the time the EDD stared to the time they finished.”
Free Initial Consultation
Accepts Cash, Check
Licensed, BBB Rating: A+
In Business Since 1981
4953 68th St, San Diego, CA
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Parabolic Asset Management - San Diego Financial Advisor

Parabolic Asset Management - San Diego Financial Advisor

(9)
Fiduciary Advisor, Financial Planning, Investment Management
“He is super savvy with all the technical details, very professional, and since he's a fiduciary I know he puts his client's financial interests first.”
Transparent Fees & Pricing
In Business Since 2014
7565 Charmant Dr UNIT 502, San Diego, CA
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Financial Security Designs

Financial Security Designs

(6)
  • Expertise
“His service is high quality and professional, and he is always knowledgeable about the latest regulations affectings these benefits- which is so important.”
Licensed, BBB Accredited
In Business Since 2008
16776 Bernardo Center Dr #203, San Diego, CA
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Creative Management & Tax

Creative Management & Tax

(11)
Financial Planning, Payroll Services, Business Valuations
“The service was professional, the pricing was more than reasonable, and the staff at creative tax are friendly and took the extra care to ensure that they were filing an accurate return while maximizing my refund.”
In Business Since 2011
817 W San Marcos Blvd, San Marcos, CA
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Retirement Planning and Investment Management Services in San Diego, CA Cost Estimates

Minimum cost
$1248
Maximum cost
$10604
National Average
$3743
Avg Per Hour Rates
$375
$2495
$6862
Typical price range is based on 464 cost profiles
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Average Cost $3743
Minimum cost $1248
Maximum cost $10604
Avg Per Hour Rates $375

Typical range $2495 to $6862 is based on 464 cost profiles.

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Wealth Management Advisors near San Diego

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