Best Financial Advisors in National City, CA

The highest-rated Financial Planning & Wealth Management companies out of 137 vetted & reviewed in the National City area.

Carrasco Group

Carrasco Group

(14)
Services For Individuals, Business Services, 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...”
In Business Since 2009
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
119 E 8th St, National City, CA
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Affordable Bookkeeping Solutions

Affordable Bookkeeping Solutions

“Affordable Bookkeeping Solutionsprovides financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tail...”
In Business Since 2009
2657 Fenton Pl, National City, CA
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Canter Wealth

Canter Wealth

(50)
  • Course
  • Team
  • Strategy
“As long-time clients of Cantor Wealth we have enjoyed and appreciated the attention to our financial planning through many life changes these past several years.”
In Business Since 2013
Licensed, BBB Rating: A+
Serving National City Area
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Accredited Debt Relief

Accredited Debt Relief

(49)
  • Tunnel
  • Program
  • Credit Score
“They are very helpful caring and are willing to go out of their way help u and get u on the right track I'm very grateful for them helping me it was going to take me long time to pay off my debt but they help me get that down so much thank you”
In Business Since 2010
9525 Towne Centre Dr Suite 100, San Diego, CA
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San Diego Business Advisors

San Diego Business Advisors

(25)
  • 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.”
In Business Since 2004
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
3517 Camino del Rio S # 200, San Diego, CA
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San Diego, CPA A Professional Tax & Accountancy Corporation

San Diego, CPA A Professional Tax & Accountancy Corporation

(47)
  • Advice
  • Finances
  • Work
“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...”
In Business Since 2007
Transparent Fees & Pricing
Offers Financing Options
Serving National City Area
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Copley Financial Group

Copley Financial Group

(31)
  • Parents
  • Retirement
  • Communication
“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.”
In Business Since 2012
Licensed, BBB Accredited
2650 Camino Del Rio N Suite #350, San Diego, CA
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Pierre Tax and Wealth Management

Pierre Tax and Wealth Management

(48)
  • Uncle Sam
  • Team
  • Responsive
“Thanks to Eric and his team, I am able to take advantage of a lot of write-offs that I wasn't aware of and this makes a difference as the savings I am realizing is allowing me to reinvest into my craft of playing basketball.”
In Business Since 2019
1455 Frazee Rd Suite 500, San Diego, CA
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Darrin A. Santos, Cfp-Fsi Wealth

Darrin A. Santos, Cfp-Fsi Wealth

(35)
  • Questions
  • Retirement
  • Optimistic
“From retirement planning to investing to money management, Darrin was knowledgeable on all fronts and I appreciated his insights and creative solutions to make my goals a reality.”
In Business Since 2022
1455 Frazee Rd Ste. 804-A, San Diego, CA
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Global Tax 360 & Consulting Services

Global Tax 360 & Consulting Services

(10)
Sales Tax Permit, Individuals Income Tax, 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.”
In Business Since 2007
Licensed, BBB Rating: A+
529 3rd Ave, Chula Vista, CA
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CFG Wealth Management

CFG Wealth Management

(10)
Retirement Planning, Insurance, Investments
“Graydon's knowledge and reputation with financial planning, along with the glowing reviews I've heard from multiple coworkers, I know I'd be making a mistake if I didn't have CFG managing my finances.”
In Business Since 2004
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
4370 La Jolla Village Dr Suite 630, San Diego, CA
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Wealth Legacy Group

Wealth Legacy Group

(13)
  • Team
  • Integrity
  • Expertise
“Is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does.”
In Business Since 2008
Licensed, BBB Rating: A+
4540 Kearny Villa Rd STE 114, San Diego, CA
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Pure Financial Advisors

Pure Financial Advisors

(4)
  • Advice
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
In Business Since 2012
Licensed, BBB Rating: A+
Coupons & Offers
Transparent Fees & Pricing
3131 Camino Del Rio N #1550, San Diego, CA
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Reyes Financial Architecture

Reyes Financial Architecture

(7)
Second Opinion, Investing, 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.”
In Business Since 2007
Licensed, BBB Rating: A+
4660 La Jolla Village Dr #725, San Diego, CA
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Indevia Accounting

Indevia Accounting

(36)
  • Fashion
  • Team
  • Value
“They have discovered and alerted me to numerous issues that have come up, whether it be a duplicate payment made or a missed deposit or a fraudulent check written.”
In Business Since 2006
Serving National City Area
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Fleetridge Financial

Fleetridge Financial

(2)
Tax Preparation Services, Asset Management, Tax Resolution
“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...”
In Business Since 2017
Licensed, BBB Rating: A+
Free Initial Consultation
3725 Talbot St # C, San Diego, CA
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Armstrong, Fisch & Tutoli, Attorneys At Law

Armstrong, Fisch & Tutoli, Attorneys At Law

(5)
“While the trust was a thick document, and I really didn't have any issues with the beneficiaries, Stephanie helped with answering questions and providing suggestions or approaches to potential problems (transferring property, stocks, selling assets, ...”
In Business Since 1997
Licensed, BBB Rating: A+
6050 Santo Rd # 240, San Diego, CA
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J & E Tax & Bookkeeping

J & E Tax & Bookkeeping

(1)
Financial Planning, Investment Management, Retirement Income Planning
“Always do a great job.”
In Business Since 2013
Licensed, BBB Rating: A+
1870 Cordell Ct #106, El Cajon, CA
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Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial

Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial

(5)
401k and Ira Planning, Retirement Planning, Financial Planning
“I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well.”
In Business Since 2003
Licensed, BBB Rating: A+
2221 Camino del Rio S STE 307, San Diego, CA
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Creative Capital Management Investments

Creative Capital Management Investments

(1)
“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now.”
In Business Since 2009
Licensed, BBB Accredited
Transparent Fees & Pricing
6265 Greenwich Dr STE 201, San Diego, CA
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Bull Oak Capital

Bull Oak Capital

(25)
  • Goals
  • Team
  • Retirement
“After many years of investing with a major brokerage company, it was a breath of fresh air for my wife and I to switch to Ryan Hughes of Bull Oak Capital, with whom we've been for several months now.”
In Business Since 2014
4747 Executive Dr Suite 1010, San Diego, CA
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Koala Financial and Bonita Tax Service

Koala Financial and Bonita Tax Service

(16)
  • Attention
  • Law
“Paola orosco her attention was the best, she was very kind and was a great help to me”
In Business Since 1991
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving National City Area
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JW Financial

JW Financial

(20)
Individual Federal/State Income Tax Returns, Medical Collective State Income Tax Returns, Corporate Federal/State Income Tax Returns
“She makes it a very easy process and is very efficient with collating documents and filing everything on your behalf.”
In Business Since 2017
1286 University Ave #1025, San Diego, CA
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Serenity Financial Planning

Serenity Financial Planning

(10)
Insurance Planning, Retirement Planning, Retirement Income Distribution
“She has helped me move my financial portfolio from my previous institution that I felt just wasn't paying attention to my account, to her company "Serenity Financial Planning".”
30++ Years Experience
Licensed
Free Initial Consultation
Transparent Fees & Pricing
Serving National City Area
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Retirement Planning and Investment Management Services in National City, CA Cost Estimates

Minimum cost
$1077
Maximum cost
$9151
National Average
$3230
Avg Per Hour Rates
$323
$2154
$5922
Fair price range is based on 454 cost profiles
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Average Cost $3230
Minimum cost $1077
Maximum cost $9151
Avg Per Hour Rates $323

Fair range $2154 to $5922 is based on 454 cost profiles.

Why these companies made our list

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