TruFinancial is a progressive and comprehensive financial services firm that takes a fresh approach to financial planning. Their core mission revolves around empowering clients through education, assisting them in managing their expenses, and alleviating financial stress to achieve their goals. By collaborating with numerous investment and insurance companies, they provide a diverse range of competitively priced products and services. TruFinancial works closely with clients to develop cost-effective and efficient strategies for debt management. Additionally, their in-house accountant is equipped to prepare and complete personal and business tax returns. They reverse engineer your savings goal by assessing your investment objective, time to need, and risk tolerance. They also address your post-retirement income need and design a plan to guarantee that income for the rest of your life. Schedule a free meeting with one of their experts.
Best Financial Services in San Diego
Handpicked 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.
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TRUFINANCIAL REVIEWS
I was recommended by a coworker and I had my complimentary meeting with Indigo in Sept and in that same meeting I was totally on board and trusted him with my finances. I am a hairstylist who needs someone who knows the business and Tru Financial are the people for us! Indigo has helped me actually understand my money and how to help me budget/save and to make it grow. He has been so patient as well, I was unsure about my ability to do the 'technical' download/upload of documents with the computer but they make it so easy and help you each step of the way. I have become obsessed with my finances and really look forward to my scheduled meetings with Indigo.
I am so happy we were referred to Daniel and his team. From the first encounter we were impressed with his organization, integrity and expertise. He is so much more than our financial advisor, he helps guide us through big life decisions both personal and business. Getting us on the same page in terms of finances and life goals makes for smooth conversations in our marriage. It’s also great to have deducted time set aside every 1-2 months to checkin as a family on where we are at and where we are headed. I cannot say enough good things about Daniel as both an advisor and person.
Before meeting Sean and coming to TruFinancial, I had so much trouble finding good financial advisors. Thank goodness for Sean! He's alleviated my financial stress by expertly managing both my company and personal finances. His approach is pleasant, his expertise is remarkable, and he's so easy to work with. I'm learning a great deal—it's been such a simple process and the best thing that I've done for myself and my business. Highly recommend!
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Copley Financial Group, Inc. is a financial advisory firm that operates as a fiduciary, offering fee-only services. Their team of financial professionals is dedicated to helping clients build, grow, and safeguard their valued assets, providing peace of mind for the future. With a focus on providing a straightforward business model and exceptional client service, Copley Financial Group, Inc. aims to offer innovative strategies that empower clients to achieve financial security during retirement. They excel in creating sophisticated retirement plans that seamlessly integrate all aspects of your financial life. In addition, as part of their commitment to client satisfaction, they provide a complimentary retirement planning consultation to demonstrate how they can assist in finding a suitable strategy. They provide extraordinary retirement planning experience and guide you toward a secure financial future.
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COPLEY FINANCIAL GROUP, INC. REVIEWS
My husband grew up knowing the Copley family, so we had confidence that the Group would likely help us to organize our finances well, but we really had no idea how incredibly welcoming and accommodating they would be. Once we met with them, they not only diversified our portfolio in such a way that the “hit” during Covid-19 was minimal (and still recovering!), but they also created our Family Trust at an incredibly reasonable price, and our finances are protected there, too. I cannot say enough good things about them and have recommended several of our friends to them, and they’ve also entrusted their finances to them. A+ company!
We have had a wonderful experience with the Copley team, and they have given us sound investment and retirement planning advice. They are attentive, prompt, and responsive to our concerns/needs, as well as the changes to the market. We feel they have managed our funds in an exceptional manner, and would highly recommend them.
Words can't express the pleasure of working with Dave Magee. For several years he has made it his mission to keep me informed and educated on the market. Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.
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Bull Oak Capital is a Registered Investment Advisory firm that operates on a fee-only basis and upholds fiduciary standards for its clients. They specialize in delivering comprehensive financial planning and investment management services to a diverse range of individuals, including retirees, professionals, and business owners. The team of financial professionals at Bull Oak Capital is dedicated to providing exceptional service, offering tailored financial planning and portfolio management solutions. They take pride in their straightforward business model and commitment to excellent client service. Recognizing that each client relationship is unique, whether you are a professional, business owner, retiree, or fall into another category, Bull Oak Capital can provide you with a customized action plan and high-level service to help you accomplish your personal and financial objectives. Schedule a complimentary 20-minute phone call consultation.
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BULL OAK CAPITAL REVIEWS
The most difficult part for me in my journey of finding the right financial advisor was trust. After about half a year of meeting with several different types of financial advisors, once I met Ryan, I immediately knew I was going to stay with him. Ryan is a professional in his field and you can expect great communication and transparency. Ryan will take his time to explain any questions or concerns that you might have as a client. My experience and results with him have been amazing.
I sought out a financial advisor looking for someone who was a fiduciary and used an AUM fee. From the first moment I chatted with Peter, I felt like I was speaking to someone I could trust. He demonstrated being thorough, respectful, kind and extremely transparent in each of our interactions, and I was immediately impressed. I had many questions finding myself in unfamiliar waters and new to investment. Peter never made me feel like I was trouble and always thoroughly answered questions and not just answered them but made sure I understood. I've been with Bull Oak for about 3 months now though I started chatting with them a couple months prior to that. I'm very happy and feel like I really lucked out in finding an honest and ethical financial advisor to do business with. Highly recommend.
After many years of investing with a major brokerage company, it was a breath of fresh air for my wife and I to switch to Ryan Hughes of Bull Oak Capital, with whom we’ve been for several months now. His low-key, intelligent and strategic approach gives us an increased feeling of financial security. As valuable, if not more, is knowing that in his role as a fiduciary he always acts in our best interest. Ryan and his team also created a written Financial Plan for us. As you can tell from this review, we’re very glad that Ryan is our fiduciary financial advisor.
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