View Profile
Pure Financial Advisors
“Farah, the branch manager at Sun Loans in Big Spring, TX was extremely easy to work with.”
Best Financial Advisors in San Marcos, CA
The highest-rated Financial Planning & Wealth Management companies out of 128 vetted & reviewed in the San Marcos area.
View Profile
Practicecfo
- Accountant
- Team
- Plan
“Not only do they partner with you on your professional and personal financial goals, but they also have a wealth of information about the trends of the dental industry.”
View Profile
Pacific Tax & Financial Group
- Mother
- Team
- Tax Laws
“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”
View Profile
Business Broker Rita Barbato the A List Group
- Phone
- Sell
- Transaction
“She has been very instrumental in evaluating my business and assisting me in putting together the plan to get my business sold for the valuation desired!”
View Profile
Accredited Debt Relief
- Tunnel
- Program
- Creditors
“I answered a couple questions and within five minutes, Hannah called me and got me on a plan to save me financially and thirty minutes later, Tariq was on the phone making sure I understood everything.”
View Profile
San Diego Business Advisors
- Questions
“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.”
View Profile
Pierre Tax and Wealth Management
- Uncle Sam
- Team
- Dollars
“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.”
View Profile
The Options Lady
Divorce Financial Planning, Neutral Divorce Financial Analysis, Mediation Money Mentor
“! 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”
View Profile
CFG Wealth Management
Retirement Planning, Estate Planning, Insurance
“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.”
View Profile
Copley Financial Group
- Retirement
- Market
- Team
“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.”
View Profile
Pars Financial Corporation
“They really know what their doing, with the principal being an IRS Enrolled Agent (so you know they have your [tax] back even if you're NOT getting audited).”
View Profile
Pacific Wealth Management
Financial Planning, Executive Compensation/Stock Plans, Retirement Planning
“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.”
View Profile
Wealth Legacy Group
- Team
- Know
- 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.”
View Profile
Reyes Financial Architecture
Second Opinion, Planning, Investing
“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.”
View Profile
Fleetridge Financial
Tax Preparation Services, Payroll Services, Business Consulting
“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...”
View Profile
Darrin A. Santos, Cfp-Fsi Wealth
- Understanding
- Retirement
- Needs
“In 2008 when the stock market was suffering great losses and the financial crisis began Darrin called us to explain what was going on in the economy and make recommendations.”
View Profile
FSI Wealth Management
“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...”
View Profile
Dark Horse Cpas
- Mind
- Questions
- Communication
“One of the most difficult things about being self employed and running your own business is learning all the nuances of paying yourself, your business, and paying the government.”
View Profile
Ipsan West
Check: Credit Report Analysis, Change: Debt Arbitration Process, Challenge: Dispute Credit Report
“Do not waste your time or money working with unqualified credit repair companies who will only take your money to go on a never ending dispute rollercoaster disputing debts that will never get resolved unless you handle it a different way.”
View Profile
Creative Capital Management Investments
“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.”
View Profile
Krvaric Capital & Risk Management
Victor Krvaric
“I HIGHLY recommend Tony 💯!”
View Profile
Thomas A Trax, Wealth Advisor, Cep- LPL Financial
401k and Ira Planning, Investment Management, Wealth Management
“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.”
View Profile
Paul A. Neves, Cfp, Chfc -Fsi Wealth
Retirement Planning, Medicare, Sudden Wealth
“"There is not a high enough rating to describe the impact Paul Neves at FSI Wealth Management has made to my financial situation. I trust him 100% with my assets and his advice is always well reasoned and tremendously helpful. He has guided my with c...”
View Profile
Bull Oak Capital
- Strategic
- Financial Advisor
- Goals
“If you're looking for an honest, credible and hardworking financial manager or investment management firm, Bull Oak Capital should be number one on your list.”
Retirement Planning and Investment Management Services in San Marcos, CA Cost Estimates
Minimum cost
$1160
Maximum cost
$9853
National Average
$3478
Avg Per Hour Rates
$348
$2319
$6376
Fair price range is based on
265 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
