Santee, CA

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Santee, CA
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Best Financial Advisors in Santee, CA

The highest-rated Financial Planning & Wealth Management companies out of 112 vetted & reviewed in the Santee area.

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Martin Shapiro Registered Investment Adviser

Martin Shapiro Registered Investment Adviser

“Martin Shapiro Financial Services and Martin Shapiro offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Comm...”
Licensed
In Business Since 2002
Free Initial Consultation
9466 Cuyamaca St Suite 102, Santee, CA
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Noble Financial Services

Noble Financial Services

(3)
“Very professional and great job every year.”
9550 Cuyamaca St, Santee, CA
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Practicecfo

Practicecfo

(50)
  • Responsive
  • Tax
  • Meetings
“Efficient, competent, and comprehensive financial services in the chaotic times of Covid, PPP loans, ERC credits and the amended returns these required.”
Transparent Fees & Pricing
In Business Since 2012
13400 Sabre Springs Pkwy #255, San Diego, CA
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Business Broker Rita Barbato the A List Group

Business Broker Rita Barbato the A List Group

(49)
  • Results
  • Communication
  • Cash
“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!”
In Business Since 2007
Serving Santee Area
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Accredited Debt Relief

Accredited Debt Relief

(49)
  • Credit Score
  • Credit Card Debt
  • Shoulders
“Austin could have not been more helpful, thank you so much, the patience you had with me made me feel like you were treating me like one of your family members.”
In Business Since 2010
9525 Towne Centre Dr Suite 100, San Diego, CA
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Ipsan West

Ipsan West

(50)
Conquer: Credit Consultation, Challenge: Dispute Credit Report, Check: Credit Report Analysis
“We are going to be refinancing our mortgage and our broker said she's seen a lot of credit repair people say they can do something but never follow through.”
Free Initial Consultation
In Business Since 2009
12707 High Bluff Dr # 200, San Diego, CA
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PTM Financial

PTM Financial

(7)
  • Market
  • Strategy
  • Goals
“We have skillfully navigated through good economic times and bad, including the Global Financial Crisis of 2008, more recent monetary policy changes, and many other events in between.”
Coupons & Offers
In Business Since 2022
12348 High Bluff Dr Suite 240, San Diego, CA
Featured

Experience business and personal financial-life balance Integrating your personal and business financial-life plan can paint a more accurate picture of your situation and helps us to identify a number of planning opportunities. Visit our website to learn how we can help!

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The Options Lady

The Options Lady

(42)
Mediation Money Mentor, Divorce Financial Planning, Neutral Divorce Financial Analysis
“She helped me and my spouse figure out how to fairly divide a number of retirement and pension accounts which contained both separate and community property.”
In Business Since 2012
3814 Quarter Mile Dr, San Diego, CA
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San Diego Business Advisors

San Diego Business Advisors

(25)
  • Knowledge
  • Understand
  • Company
“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.”
Licensed, BBB Rating: A+
In Business Since 2006
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)
  • Work
  • Individual
  • Tax Preparation
“They also spent face to face time to understand my situation and were available over the phone and email for any questions (my previous tax accountant was not as responsive).”
Transparent Fees & Pricing
In Business Since 2007
Offers Financing Options
Serving Santee Area
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Copley Financial Group

Copley Financial Group

(31)
  • Communication
  • Future
  • Team
“He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.”
Licensed, BBB Accredited
In Business Since 2012
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)
  • Responsive
  • Tax Law
  • Questions
“He's provided me with excellent advice and service and most importantly saved me a lot of money in taxes by identifying all of the advantages allowed for my specific situation.”
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)
  • Optimistic
  • Future
  • Financial Advisor
“Over the past 20+ years Darrin has been a great resource and has helped me with his financial acumen to build a a secure and comfortable retirement portfolio.”
In Business Since 2022
1455 Frazee Rd Ste. 804-A, San Diego, CA
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Pacific Wealth Management

Pacific Wealth Management

(11)
Proactive Asset Management, Retirement Planning, Financial Planning
“Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.”
Licensed, BBB Rating: A+
In Business Since 2009
11512 El Camino Real #350, San Diego, CA
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CFG Wealth Management

CFG Wealth Management

(10)
Insurance, Mortgage, Investments
“I used to have an account with another financial advisor, but I decided to leave after I was offered a complimentary cash flow analysis and found out I would get a better deal at CFG.”
Licensed, BBB Rating: A+
In Business Since 2004
Accepts All Major Credit Cards
4370 La Jolla Village Dr Suite 630, San Diego, CA
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Pars Financial Corporation

Pars Financial Corporation

(14)
“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).”
Licensed, BBB Rating: A+
In Business Since 2000
8736 Production Ave b, San Diego, CA
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Wealth Legacy Group

Wealth Legacy Group

(13)
  • Integrity
  • Philanthropic
  • Life
“I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.”
Licensed, BBB Rating: A+
In Business Since 2008
4540 Kearny Villa Rd STE 114, San Diego, CA
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Pure Financial Advisors

Pure Financial Advisors

(4)
  • Advice
“Good advice with good results.”
Coupons & Offers
Licensed, BBB Rating: A+
In Business Since 2010
Transparent Fees & Pricing
3131 Camino Del Rio N #1550, San Diego, CA
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Reyes Financial Architecture

Reyes Financial Architecture

(7)
Investing, Second Opinion, 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.”
Licensed, BBB Rating: A+
In Business Since 2009
4660 La Jolla Village Dr #725, San Diego, CA
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Carrasco Group

Carrasco Group

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

Indevia Accounting

(36)
  • Value
  • Financials
  • Reports
“Now that we have sold the business it's time to say goodbye, but I will recommend your services to anyone that requires help in their accounting needs.”
In Business Since 2006
Serving Santee Area
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Woodson Wealth Management

Woodson Wealth Management

(18)
Estate Planning, Wealth Management, Divorce Financial Planning
“I say that truly and openly because there were times were we had to go thru and cut our budget down to the most essential things only and he was essential.”
In Business Since 2020
Serving Santee Area
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Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial

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

(5)
Retirement Planning, Retirement Income Strategies, 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.”
Licensed, BBB Rating: A+
In Business Since 2003
2221 Camino del Rio S STE 307, San Diego, CA
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Krvaric Capital & Risk Management

Krvaric Capital & Risk Management

(1)
Victor Krvaric
“I HIGHLY recommend Tony 💯!”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
16935 W Bernardo Dr suite 112, San Diego, CA
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Retirement Planning and Investment Management Services in Santee, CA Cost Estimates

Minimum cost
$1060
Maximum cost
$9009
National Average
$3180
Avg Per Hour Rates
$318
$2120
$5829
Average price range is based on 406 cost profiles
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Average Cost $3180
Minimum cost $1060
Maximum cost $9009
Avg Per Hour Rates $318

Average range $2120 to $5829 is based on 406 cost profiles.

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Wealth Management Advisors near Santee

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