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Carl Hakenjos & Associates
“Hello, I can not stress what a fantastic job Carl and his staff has done for my families personal and buisness taxes.”
Best Financial Advisors in La Mesa, CA
24 firms listed · 15 in La Mesa · 1 open weekends · 16 rated 4.5+ · 4 show a license
Data verified October 21, 2026
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SFS Life Settlements
- Team
- Policy
“We began the process several months with three different life insurance settlement companies with offers not worth the time spent in research and applications until we were lucky to be referred to Phillip Giordano.”
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Raymond Dexter Lpl: Dexter Raymond
“Been with Ray for over 20 years.”
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C.B. Financial Insurance Services
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San Diego Tax & Wealth Management
“Sutherland at San Diego Tax & Wealth Management since 2009, and I feel very fortunate to have met such a very kind and caring person who is also highly educated and professional in his field.”
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Tax & Capital Management 360
“This firm sets the standard for asset management and growth.”
The 24 firms listed for La Mesa, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: La Mesa, CA
Of the 24 firms we list here, 15 are in La Mesa itself and 9 come from San Diego (8, 7 mi) and La Jolla (1, 16 mi). 17 of the firms on this page have a rating, from 4.4 to 5.0 across 364 reviews; 4 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (85%), responsiveness (69%) and value (54%). The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 1 is open on Saturdays. 4 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 22 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers payment plans; 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 22 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside La Mesa listed here?
15 of the 24 firms are located in La Mesa. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Blue Summit Wealth Management - Sustainable Investing
“Progressives not investing socially responsibly are hypocrites.”
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David Moran, CFP , Chfc
“David was very professional and extremely helpful when we called for guidance with our financial needs.”
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Mountain View Financial
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Scripps Tax & Financial Group
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LS Investment Management
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Schindler Financial Group
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Danielle Demarce Stanton
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Bluefin Management Group
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ESI Financial Services
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Knox Financial
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McLenachen Financial
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Canter Wealth
- Strategy
- Team
- Questions
“After several one-on-one sessions with Luke, I've gained invaluable information, specifically how to move assets from one pool to another which in the end will reliably result in hundreds of thousands in tax savings at the time of retirement without ...”
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Practicecfo
- Responsive
- Team
- Tax
“Practice CFO was recommended to us by MULTIPLE dentists and after working with them for over a year now we can see why; they are amazing at what they do!!”
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PTM Financial
- Retirement
- Market
- Goals
“We have been fortunate to be professionally guided through our financial journey by an advisor who possesses a wealth of knowledge that he uses to strategically build, guide, and adjust plans to meet our goals”
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The Options Lady
- Confidence
- Financial
- Negotiate
“! It can be overwhelming trying to make sense of all the financial aspects of divorce, so it was very reassuring to feel like I had someone in my corner”
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San Diego, CPA A Professional Tax & Accountancy Corporation
- Work
- Finances
- Individual
“Since I signed up with Alex, now I know that I have someone who not only helps me with my business acounting he also gives me great advice on any accountant related issues, He is very trustworthy which is very important for evry business man and woma...”
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San Diego Business Advisors
- Questions
- Knowledge
- Tax Laws
“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.”
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Copley Financial Group
- Communication
- Retirement
- Future
“The periodic Dinner/Investment Guidance Seminars are really helpful, Matt and team bring in seasoned successful Investment Professionals at the top of their game to give us a good sense of what's going on and the near future of Investments.”
Why these companies made our list
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