Best Financial Advisors in Santee, CA

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

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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Bookkeeping At Ease

Bookkeeping At Ease

(4)
Business Services, Services For Individuals, Quickbooks Services
“Sarah is so awesome, she is professional, very knowledgeable and always ready to help and explain details, she is very patient, I could not run my business without her.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
Serving Santee Area
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Practicecfo

Practicecfo

(50)
  • Career
  • Decisions
  • Meetings
“They have offered advice and counseling above and beyond expectations, which shows they truly care about the success of my practice…and not just financially.”
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
  • Cash
  • Buyer
“I had the pleasure of working with Rita to sell my business, and I cannot speak highly enough of her professionalism, expertise, and dedication throughout the process.”
In Business Since 2007
Serving Santee Area
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Accredited Debt Relief

Accredited Debt Relief

(46)
  • Bankruptcy
  • Weight
  • Credit Card Debt
“I was nervous and skeptical at the beginning of our conversation but by the end of the carefully explained process I felt extremely relieved and positive.”
In Business Since 2010
4370 La Jolla Village Dr Suite 920, San Diego, CA
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San Diego Business Advisors

San Diego Business Advisors

(25)
  • 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.”
Licensed, BBB Rating: A+
In Business Since 2004
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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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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The Options Lady

The Options Lady

(33)
Mediation Money Mentor, Divorce Financial Planning, Neutral Divorce Financial Analysis
“! 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”
In Business Since 2012
3814 Quarter Mile Dr, San Diego, CA
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Carl Hakenjos & Associates

Carl Hakenjos & Associates

(3)
Tax Services, Business Services
“Super helpful during covid to have a tax guy just a quick email away- all year long- not just during tax season.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2018
Transparent Fees & Pricing
Serving Santee Area
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Copley Financial Group

Copley Financial Group

(25)
  • Future
  • Portfolio
  • 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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CFG Wealth Management

CFG Wealth Management

(11)
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)
  • Philanthropic
  • Expertise
  • Team
“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 2006
4540 Kearny Villa Rd STE 114, San Diego, CA
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Pacific Wealth Management

Pacific Wealth Management

(9)
Proactive Asset Management, Retirement Planning, Financial Planning
“Justin, Jim and the excellent team at PWM listened to our financial goals, determined our risk profile and then proposed a commensurate investment strategy for our long term needs.”
Licensed, BBB Rating: A+
In Business Since 2009
11512 El Camino Real #350, 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 2007
4660 La Jolla Village Dr #725, San Diego, CA
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Pure Financial Advisors

Pure Financial Advisors

(3)
“I learned a lot from their show.”
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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Darrin A. Santos, Cfp-Fsi Wealth

Darrin A. Santos, Cfp-Fsi Wealth

(30)
  • Strategies
  • Financial Advisor
  • Market
“Darrin Santos is very personal, he spent time asking questions about our goals, risk tolerance and identifying big item expenses to help put together our financial plan.”
In Business Since 2022
1455 Frazee Rd Ste. 804-A, San Diego, CA
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Summit Financial Group

Summit Financial Group

(10)
“Outstanding service & tax preo”
Licensed, BBB Rating: A+
In Business Since 1974
9340 Fuerte Dr # 207, La Mesa, CA
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Indevia Accounting

Indevia Accounting

(35)
  • Price
  • Needs
  • Books
“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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FSI Wealth Management

FSI Wealth Management

(9)
“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.”
Licensed, BBB Rating: A+
In Business Since 1997
Accepts Cash
1455 Frazee Rd Suite 804, San Diego, CA
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Ipsan West

Ipsan West

(30)
Conquer: Credit Consultation, Challenge: Dispute Credit Report, Check: Credit Report Analysis
“Only within 30 days Bill and his Team have fixed the majority of my issues, granted I know it goes case by case but for me it has been an awesome experience.”
Free Initial Consultation
In Business Since 2009
12707 High Bluff Dr #200, San Diego, CA
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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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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.

Why these companies made our list

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