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

(4)
Services For Individuals, Business Services, Quickbooks Services
“Luis is great has always took care of my military family and out taxes from Alabama!!”
In Business Since 2009
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
119 E 8th St, National City, CA
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Grupo Sase International

Grupo Sase International

“We have been undergoing protocols for relocating and transferring all company interests integrating into a lower transactional cost tax jurisdiction. In addition, we discovered that both our companies were copied in other jurisdictions with name simi...”
1626 G Sweetwater Rd #102nd, National City, CA
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Pure Financial Advisors

Pure Financial Advisors

(2)
“Farah, the branch manager at Sun Loans in Big Spring, TX was extremely easy to work with.”
In Business Since 2010
Licensed, BBB Rating: A+
Coupons & Offers
Transparent Fees & Pricing
3131 Camino Del Rio N #1550, San Diego, CA
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FSI Wealth Management

FSI Wealth Management

(9)
“I've had the pleasure of knowing and working with Paul for a couple of years now and understand from personal experience that it is difficult to figure out who to turn to when it comes to planning for your future, especially when it involves your pre...”
In Business Since 1997
Licensed, BBB Rating: A+
Accepts Cash
1455 Frazee Rd Suite 804, San Diego, CA
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Copley Financial Group

Copley Financial Group

(26)
  • Retirement
  • Family
  • Investment
“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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Wealth Legacy Group

Wealth Legacy Group

(11)
  • Team
  • Know
  • Expertise
“Has helped me and my family tremendously in reviewing and analyzing everything we have accumulated over the years, His expertise and knowledge have been invaluable in helping us make plans on how to extend our inheritance to future generations as wel...”
In Business Since 2006
Licensed, BBB Rating: A+
4540 Kearny Villa Rd # 114, San Diego, CA
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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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Summit Financial Group

Summit Financial Group

(10)
“They have always done a good job with my taxes.”
In Business Since 1974
Licensed, BBB Rating: A+
9340 Fuerte Dr # 207, La Mesa, CA
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Bull Oak Capital

Bull Oak Capital

(21)
  • Management
  • Investment
  • Goals
“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 2013
Transparent Fees & Pricing
Remote Consultations Available
4747 Executive Dr Suite 1010, San Diego, CA
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Carl Hakenjos & Associates

Carl Hakenjos & Associates

(3)
“Hello, I can not stress what a fantastic job Carl and his staff has done for my families personal and buisness taxes.”
In Business Since 2018
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving National City Area
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San Diego Business Advisors

San Diego Business Advisors

(5)
“I have been working with SDBA and Steve for a few years now and they have truly been amazing in helping my business through good and bad times.”
In Business Since 2006
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
3517 Camino del Rio S Suite 200, San Diego, CA
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Wealth Alliance Tax & Financial Services

Wealth Alliance Tax & Financial Services

Financial Planning, Investment Management, 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...”
In Business Since 2013
Licensed, BBB Rating: A+
1870 Cordell Ct #106, El Cajon, 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.”
In Business Since 1999
Licensed, BBB Rating: A+
6050 Santo Rd # 240, 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.”
In Business Since 2009
Licensed, BBB Rating: A+
Transparent Fees & Pricing
4660 La Jolla Village Dr #725, San Diego, CA
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Donald Fischer Licensed Fiduciary

Donald Fischer Licensed Fiduciary

(2)
Court Appointed Receiver, Naming a Successor Trustee
“It was so nice to make a call and have a live person answer the phone especially when he offered such knowledge!”
In Business Since 2017
Emergency Services
Free Initial Consultation
7710 Hazard Center Dr suite e, San Diego, CA
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JW Financial

JW Financial

(16)
Individual Federal/State Income Tax Returns, Medical Collective State Income Tax Returns, Corporate Federal/State Income Tax Returns
“I appreciate that she took the time to explain everything and answered all my questions in a professional manner.”
In Business Since 2017
1286 University Ave #1025, San Diego, CA
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Canter Wealth

Canter Wealth

(9)
  • Team
  • Goals
  • Investment
“It is truly refreshing to share that Canter Wealth Management (the entire team, Bobby & Min particularly) differentiates themselves by truly placing the goals of the client first, even if they stand to not profit or make any gains.”
In Business Since 2015
Licensed, BBB Rating: A+
Serving National City Area
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Daca Financial Group

Daca Financial Group

(4)
Investment Services, Mortgage Lending
“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...”
In Business Since 2007
Licensed, BBB Accredited
4542 Ruffner St # 110, San Diego, CA
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Pierre Tax and Wealth Management

Pierre Tax and Wealth Management

(28)
  • Communication
  • Team
  • Uncle Sam
“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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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.”
In Business Since 1981
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts Cash, Check
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)
Investment Management, Financial Planning, Fiduciary Advisor
“Rainier is one of the most intelligent people I know -- but the best part about working with him and the financial services he offers is that he can explain exactly what he is doing in simple terms.”
In Business Since 2014
Transparent Fees & Pricing
7565 Charmant Dr UNIT 502, San Diego, CA
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Thomas A Trax, Wealth Advisor, Cep- LPL Financial

Thomas A Trax, Wealth Advisor, Cep- 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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Bookkeeping and Tax Pros

Bookkeeping and Tax Pros

(6)
Tax Services, Bookkeeping Services, Services For Quickbooks
“I look forward to working with her again and highly recommend her to every single person who is looking for an incredibly experienced professional!”
In Business Since 2022
Transparent Fees & Pricing
401 W A St Suite 200, San Diego, CA
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Brandes Investment Partners

Brandes Investment Partners

“Brandes Investment Partners, L.P., is a leading investment advisory firm, specializing in managing global equity and fixed-income assets for clients worldwide.”
In Business Since 1988
Licensed, BBB Rating: A+
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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