View Profile
J & E Tax & Bookkeeping
Investment Management, Financial Planning, Retirement Income Planning
“Always do a great job.”
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.
View Profile
Straight Cents
“There are no words to describe how much Kacy has helped us completely turn our finances around!”
View Profile
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...”
View Profile
Waypoint Financial Partners
“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.”
View Profile
Rundlett Financial
Bob Burton's Biography, Tell A Friend, Mike Rundlett's Biography
“Mike has extensive experience and formal training in financial and investment practices, earning and maintaining the CFP® and AIF designations, along with various insurance licenses and investment registrations.”
View Profile
Lord & Gladden
View Profile
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...”
View Profile
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...”
View Profile
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”
View Profile
Practicecfo
- Career
- Dental
- Information
“With their focus on dental operations, staffing and financial projections, we are only growing and seeing positive results in our first and second year of ownership of a dental practice.”
View Profile
Business Broker Rita Barbato the A List Group
- Diligence
- Price
- Transaction
“She dealt with the landlord, with the franchise and came up with great ideas to make sure the deal goes through and everyone is happy, while always answering the phone calls and emails.”
View Profile
Accredited Debt Relief
- Debt Settlement
- Debt Consolidation
- Creditors
“Scrolling through my phone a few days ago, actually searching for a lending company, (because, you know, my delusional self thought a loan would fix everything), I accidentally clicked on "debt relief".”
View Profile
San Diego Business Advisors
- Tax Laws
- Company
- Knowledge
“San Diego Business Advisors has impressed me from the beginning with their in depth knowledge as well as their desire to fully understand my business and my goals.”
View Profile
San Diego, CPA A Professional Tax & Accountancy Corporation
- Decisions
- Job
- Communication
“Mr Aazami has been doing our bookeeping as well as our personal and business taxes for over 2 years now and we have been very happy with his honest service as well as his professional suggestions he offers to us.”
View Profile
Copley Financial Group
- Understand
- Market
- Portfolio
“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.”
View Profile
Pierre Tax and Wealth Management
- Deductions
- Financial
- Communication
“Eric Pierre, is a very talented and knowledgeable CPA that has offered me and my business the expertise, and quality of a very big firm but with the personal service and attention of an exclusive small boutique Agency.”
View Profile
Darrin A. Santos, Cfp-Fsi Wealth
- 2008
- Portfolio
- Knowledge
“In 2008 when the stock market was suffering great losses and the financial crisis began Darrin called us to explain what was going on in the economy and make recommendations.”
View Profile
Pars Financial Corporation
“They really know what their doing, with the principal being an IRS Enrolled Agent (so you know they have your [tax] back even if you're NOT getting audited).”
View Profile
Global Tax 360 & Consulting Services
Business Tax Returns, Tax Planning, Business Fomation
“Great service, I opened a corporation very fast and they gave me all the information I require to run it, they also keep my bookkeeping up to date as well as payroll services.”
View Profile
CFG Wealth Management
Investments, Insurance, Retirement Planning
“I used to have an account with another financial advisor, but I decided to leave after I was offered a complimentary cash flow analysis and found out I would get a better deal at CFG.”
View Profile
Wealth Legacy Group
- Expertise
- Life
- Integrity
“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.”
View Profile
Pure Financial Advisors
- Advice
“Farah, the branch manager at Sun Loans in Big Spring, TX was extremely easy to work with.”
View Profile
Reyes Financial Architecture
Investing, Second Opinion, Planning
“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.”
View Profile
Carrasco Group
Business Services, Services For Individuals, Quickbooks Services
“They are excellent people and the truth is that we fell into excellent hands after so many false hopes that others gave us and they only took away the little money we had and God gave us On the way to these wonderful people we thank you enormously fo...”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
