Best Financial Advisors in National City, CA

The highest-rated Financial Planning & Wealth Management firms out of 321 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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Advanced Wealth Plan

Advanced Wealth Plan

(1)
Real Estate, Estate Planning, Insurance Services
“Very professional very knowledgeable trustworthy as well”
In Business Since 2008
Serving National City Area
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Nick Schoch Commercial Mortgage Advisor

Nick Schoch Commercial Mortgage Advisor

(1)
“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...”
In Business Since 2015
Serving National City Area
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Res Financial Solution

Res Financial Solution

(1)
“I like the food but don't like the decor, wooden seats are not very comfortable plus it doesn't look all that great”
1635 Sweetwater Rd Suite D, National City, CA
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Practicecfo

Practicecfo

(20)
  • Managing
  • Team
  • Read
“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!”
In Business Since 2012
Transparent Fees & Pricing
13400 Sabre Springs Pkwy #255, San Diego, CA
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Solomon Wealth Management

Solomon Wealth Management

(2)
Wealth Management, Comprehensive Financial Planning, Service List
“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.”
In Business Since 1995
Family Business
531 Encinitas Blvd STE 200, Encinitas, CA
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San Diego Financial Advisor - Platt Wealth Management

San Diego Financial Advisor - Platt Wealth Management

(2)
“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.”
In Business Since 2018
3838 Camino Del Rio N, San Diego, CA
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San Diego Tax & Wealth Management

San Diego Tax & Wealth Management

(2)
“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.”
In Business Since 1991
Accepts All Major Credit Cards
7777 Alvarado Rd # 300, La Mesa, CA
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Seaside Wealth Management

Seaside Wealth Management

(2)
“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.”
In Business Since 2011
6154 Innovation Way, Carlsbad, CA
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Legacy Legal

Legacy Legal

(9)
Estate Planning →, IRS Representation →, Business Wealth & TAX Strategies →
“His depth of knowledge on any particular issue, combined with his ability to make it relatable to his clients is a huge benefit to those that engage him for help with taxes.”
In Business Since 2014
Free Initial Consultation
Licensed, BBB Rating: A+
Coupons & Offers
5900 La Place Ct Suite 105, Carlsbad, CA
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Artists Business Management Group - San Diego

Artists Business Management Group - San Diego

(11)
Tax Management, IRS Representation, IRS Audit Services
“Always treats people with respect and doesn't judge...”
In Business Since 1985
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
5973 Avenida Encinas Suite 200, Carlsbad, CA
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Pars Financial Corporation

Pars Financial Corporation

(11)
  • Tax
“25 years of great experience”
In Business Since 1999
Licensed, BBB Rating: A+
8736 Production Ave b, 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 1973
Licensed, BBB Rating: A+
9340 Fuerte Dr # 207, La Mesa, CA
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Taxlana

Taxlana

(20)
  • LLC
  • Professional
  • File
“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.”
In Business Since 2015
Licensed, BBB Rating: A+
4950 Waring Rd Suite 8, 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 2005
Licensed, BBB Rating: A+
4540 Kearny Villa Rd # 114, 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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Global Tax 360 & Consulting Services

Global Tax 360 & Consulting Services

(3)
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 2003
Licensed, BBB Rating: A+
529 3rd Ave, Chula Vista, CA
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Pacific Wealth Management

Pacific Wealth Management

(9)
Financial Planning, Retirement Planning, Proactive Asset Management
“We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement adventures.”
In Business Since 2008
CFP Certified
11512 El Camino Real #350, San Diego, CA
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Copley Financial Group

Copley Financial Group

(20)
  • Retirement
  • Future
  • Investment
“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.”
In Business Since 2012
Licensed, BBB Accredited
2650 Camino Del Rio N Suite #350, San Diego, CA
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Biz Block CPA

Biz Block CPA

(18)
  • Job
  • Money
  • Knowledge
“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.”
In Business Since 2018
Transparent Fees & Pricing
Offers Financing Options
5703 Oberlin Dr #203, San Diego, CA
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Retirement Planning and Investment Management Services Estimated Cost in National City, CA 2023

Minimum cost
$1090
Maximum cost
$9265
National Average
$3271
Avg Per Hour Rates
$327
$2180
$5995
Fair price range based on 217 cost profiles
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Average Cost $3271
Minimum cost $1090
Maximum cost $9265
Avg Per Hour Rates $327

Average range $2180 to $5995 is based on 217 cost profiles.

Why these companies made our list

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