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BEST RATED SAN DIEGO, CA FINANCIAL SERVICES

3 Best Financial Services in San Diego, CA

Expert-recommended Top 3 Financial Services in San Diego, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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PURE FINANCIAL ADVISORS, LLC REVIEWS

We are lucky to be working with Rob Canavan at Pure Financial Advisors as our financial planning advisor. He and the Pure Financial team have been doing an excellent job of helping us analyze, invest, and manage our financial resources, as well as monitoring taxes implications. Rob has an easy going personality and is excellent at explaining the concepts and details of financial planning and investing. He takes the time to explain concepts and important items so that we can understand them and make appropriate decisions. He listens to concerns and provides valuable feedback and recommendations. He also provides valuable insights to think about as we go through the various phases of maturing, retiring, and subsequent aging, to help with understanding not only financial planning sides, but also other things to expect in various life stages also. It is always a fun and interesting discussion when meeting with him, and I always learn new things. He's great!!

Matt Balderston, my advisor, is knowledgeable, a good listener, easy to relate to and work with, and he is always well-prepared for our meetings. He has done a great job with my investments over the last 15 years since I retired. I don't think I could have made a better choice of an advisor. I love that he pays attention not only to my investments, but other financial areas of concern like taxes and estate planning. I highly recommend Matt and am happy I chose Pure Financial Advisors.

Kendle is very attentive to our needs. Provides great advice; is friendly and professional. He exemplifies customer service.

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COPLEY FINANCIAL GROUP, INC. REVIEWS

I am so impressed with Copley Financial Group. After attending a social security seminar for retirement presentation at the local community center, I made an appointment to sit down with Dave to learn more. He is knowledgeable and very professional and has taught me so much about making vast financial choices. He is also very patient with my many questions and promptly gets back to me and my family with any follow-up information. During the past few years, when the market fluctuated due to circumstances such as bank failures, Dave was very proactive in keeping me informed, often sending update messages. Thanks for looking out for my future.

We switched to Copley Financial several months ago. Wish we had done it sooner! Regardless. they had a comprehensive and thoughtful plan for us in no time that made it easy to sleep at night once we took the plunge a year ago. Their amiable, smart and responsive team has made our communications easy and efficient, explaining options and never talking over our heads. We appreciate the tax knowledge as well. A big plus! All in all, we are glad to be part of the Copley client family and know that we will be taken care of in years to come.

Copley Financial has been knowledgeable, professional and transparent with my investment strategies. I highly recommend these guys after having a couple previous investment managers with mediocre results

EDWARD JONES REVIEWS

David is an excellent financial advisor to my family and helping us set our goals and strive to achieve them. I've worked with him for a number of years and have recommended him to friends and family because I trust his knowledge of the financial markets, goal setting, and putting his clients' interests first. I've found him to be very responsive and proactive with our investments. Highly recommend to anyone looking for a standout financial advisor.

David is incredibly knowledgeable and personable. He makes thoughtful recommendations, takes time to explain and answer every question I have, and is easily accessible. Beyond his financial expertise, he is a great person - trustworthy and affable. Hengameh is also wonderful! David and Hengameh are truly an incredible team and I’m so grateful to have found them.

I highly recommend David Peterson as a financial advisor. He delivers great returns but more importantly David is someone you can trust with your money. To me that is the most important thing to feel safe.

TBR® Inspection Score Report

PURE FINANCIAL ADVISORS, LLC Total Inspection Points: 114/120
Business Hours: 8
Business Images: 8
Complete Info: 9
Experience: 9
Awards History: 10
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Online Appointment: 10
Pricing: 10
Website Standard: 10

TBR® Inspection Score Report

COPLEY FINANCIAL GROUP, INC. Total Inspection Points: 112/120
Acknowledgments: 8
Business Hours: 8
Complete Info: 8
Experience: 8
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy of : 10

TBR® Inspection Score Report

EDWARD JONES Total Inspection Points: 111/120
Acknowledgments: 8
Business Hours: 8
Reviews Study: 8
Business Images: 9
Experience: 9
Legitimate Ratings: 9
License: 10
Exact Services: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10