Best Financial Advisors in Santee, CA

“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...”

“I learned a lot from their show.”

“Besides being extremely knowledgeable, professional and trustworthy, Paul just has this amazing demeanor and ability to make you feel comfortable and able to share your concerns freely.”

“He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.”

“I was so impressed with him and his team that I continued working with them, after I purchased the practice, and it's been absolute pleasure to work with these guys!”

“RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise.”

“Very professional.”

“I highly recommend Laurie as a financial advisor to guide you on asset distribution and short- and long-term financial planning to achieve equitable divorce settlements.”

“Outstanding service & tax preo”

“On our first meeting, it was immediately clear that Ryan has a wealth of knowledge and is able to impart that knowledge in a way that is easily understood.”

“Super helpful during covid to have a tax guy just a quick email away- all year long- not just during tax season.”

“Thanks for the update Stephen!”

“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...”

“Stephanie Lord did a superb job handling both the creation of my family's and mother's estate plan.”

“JW financial has been my go to for my taxes the last decade if not longer.”

“I called her today after someone asked about buying our business and She helped walk me through a rough evaluation to see if we were even in the Ballpark.”

“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...”