Best Financial Advisors in National City, CA

“Very professional very knowledgeable trustworthy as well”

“Four essential articles he wrote for the magazine were 1) Five Common and Costly Refinancing Mistakes, 2) Six Questions to Ask Your Loan Broker, 3) Five Simple Elements for Your Real Estate Portfolio Legacy and 4) Financing Your Property in Seven Ste...”

“Greg at Practice CFO has been an indispensable resource through my entire journey of purchasing a dental office and getting our new business up and running!”

“Was with big “wire houses” for asset management and financial planning for years but realized that I was getting “cookie cutter” service because I didn't have $10 million+ with them.”

“We are already seeing a difference in our investments and we look forward to a very long and productive relationship with the Platt WM team.”

“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.”

“They listen attentively, take lots of notes, and provide you with advice, strategies, and planning that are uniquely tailored to your financial situation and goals.”

“25 years of great experience”

“They have always done a good job with my taxes.”

“I am grateful for the time she takes to walk us through the options we have and also make recommendations on what we can do to set ourselves up for success the following year.”

“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...”

“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...”

“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.”

“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.”

“I went from one of the most expensive firms in San Diego where I just got a lot of suggestions without specific direction and ended up with Alex where I got specific directions to give me the best results.”