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Financial Advisors in San Diego, CA

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  • 1.

    Big Car Title Loans San Diego

    Claimed profile badge
    • 4411 Mercury St #47 San Diego, CA 92111
    9.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (619) 345-5870
    Review from Mar 06, 2017
     
    Business reviewer avatar
    Overall I am very happy with the way this company handled my needs. I have never used my car to get a loan so I was a little worried at...
  • 2.

    The Mohr Group

    • 12555 High Bluff Dr San Diego, CA 92130
    • Closed
    9.3
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (858) 755-3838
    Referral from Jul 30, 2014
     
    Business reviewer avatar
    Yorba U.:
    Can you post Anon: Can anyone recommend a VERY reasonable and reputable Financial Advisor?
    Business reviewer avatar
    Jim Mohr with the Mohr Group. I met and interviewed a handful and there was no comparison. (858) 755-3838
  • 3.

    Highlands Wealth Advisors

    • 12707 High Bluff Drive, Suite 200 San Diego, CA
    9.2
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (858) 794-1454
    Referral from May 03, 2014
     
    Business reviewer avatar
    Diana Y.:
    Can anyone recommend a good and reputable financial advisor? Someone who can help with analyzing 401k investments and offer long/short...
    Business reviewer avatar
    I recommend my friend peter Gordon: http://www.highlandswealthadvisors.com/our-team/
  • 4.

    Bruno Skorheim LLP

    • 9665 Chesapeake Dr # 470, San Diego, CA 92123, USA
      Ste 470 San Diego, CA 92123
    9.1
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (858) 300-3141
    Referral from Jan 27, 2014
     
    Business reviewer avatar
    Mary C.:
    Looking for a financial advisor in San Diego. Any recommendations?
    Business reviewer avatar
    Nick Bruno - www.brunoskorheim.com Use my name; Good luck Doc.
  • 5.

    Jeff Boyd Independent Financial Group

    • 8880 Rio San Diego Dr San Diego, CA 92108
    9.0
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (619) 291-4333
    Referral from May 29, 2014
     
    Business reviewer avatar
    Melissa B.:
    Looking for a financial advisor/planning that does NOT also sell insurance, investment opportunities etc. Does that even exist?
    Business reviewer avatar
    Jeff Boyd- (619) 291-4333 phase four financial solutions. He is the only Dave Ramsey approved financial guy in San Diego. He is who...
  • 6.

    Wendroff, Steven CPA

    • 4304 Park Blvd, San Diego, CA 92103, USA San Diego, CA 92103
    • Closed
    8.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (619) 295-2637
    Referral from Jan 27, 2014
     
    Business reviewer avatar
    Mary C.:
    Looking for a financial advisor in San Diego. Any recommendations?
    Business reviewer avatar
    Steven Wendroff, CPA www.stevewcpa.com
  • 7.

    J&F Wealth Management

    • 402 W Broadway San Diego, CA 92101-3542
    • Closed
    8.8
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (866) 556-8816
    Referral from May 14, 2012
     
    Business reviewer avatar
    Joe L.:
    Hey, I have a question. My sisters & I are trying to do my dads estate plan but we realized we're going to need some professional help...
    Business reviewer avatar
    Hi Joe. I can highly recommend Tim Schneider, president of J&F Wealth Management. www.jf-wm.com. Tell him Sherri Merry referred you.
  • 9.

    Mariner Wealth Advisors

    Claimed profile badge
    • 11512 El Camino Real, Suite 370 San Diego, CA 92130
    7.1
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (858) 433-9000
     
  • 10.

    The Retirement Group

    Claimed profile badge
    • 10509 VISTA SORRENTO PKWY STE 205 San Diego, CA 92121
    7.0
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (800) 900-5876
     
  • 11.

    Quick Cash Funding - San Diego

    Claimed profile badge
    • 7710 Balboa Ave, Ste 303 San Diego, CA 92111
    6.9
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (858) 715-1555
     
  • 12.

    Jahangeer Khan Financial Corporation

    Claimed profile badge
    • 501 W. Broadway #800 San Diego, CA 92101
    6.8
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (340) 947-6732
     
  • Frequently Mentioned on Social Media
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  • Referral from January 27, 2014
    5.0
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  • Referral from May 14, 2012
    5.0
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  • Referral from May 29, 2014
    5.0
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  • Referral from September 9, 2013
    5.0
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  • Referral from October 16, 2014
    5.0
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  • Referral from February 2, 2014
    5.0
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