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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!

Pure Financial Advisors, LLC - San Diego, CA Financial Services
Best Financial Services in San Diego CA - Pure Financial Advisors, LLC video
11+ YEARS IN TBR
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PURE FINANCIAL ADVISORS, LLC

(4.8 Score)
3131 Camino Del Rio N,, Suite 1550,
San Diego, CA 92108 Directions

Since 2007

Specialty:

✓ Cash Flow Analysis ✓ Estate Planning ✓ Retirement Planning ✓ Risk Management Consulting ✓ Tax Planning ✓ Portfolio Rebalancing Services ✓ Tax Management Services ✓ Retirement Workshops

“Pure Financial Advisors, LLC helps people to manage their finances through education, honest advice, and personalized financial planning. They focus on understanding their clients' complete financial situation, not only investments but also overall life goals. Joseph Anderson is the CEO and President of Pure Financial Advisors. Alan Clopine is the Executive Chairman of Pure Financial Advisors. They also provide free assessments which include planning for retirement, reducing taxes, increasing income, checking whether investments match financial goals, and creating financial expectations.”

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Jack Dugan received the Five Star Wealth Manager Award in 2015
One of the Best Places to Work in San Diego by San Diego Business Journal (2025)
License #202129210240

Price:

Financial Planning Fees
From $1,000
Upto $5,000

Contact:

(619) 814-4100

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Copley Financial Group, Inc. - San Diego, CA Financial Services
Copley Financial Group, Inc. - San Diego, CA Financial Services
Copley Financial Group, Inc. - San Diego, CA Financial Services
Best Financial Services in San Diego CA - Copley Financial Group, Inc. video
5+ YEARS IN TBR
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COPLEY FINANCIAL GROUP, INC.

(4.7 Score)
2650 Camino Del Rio North, Suite 350,
San Diego, CA 92108 Directions

Since 2014

Specialty:

✓ Money and Wealth Management ✓ Investment Services ✓ Legacy Planning ✓ Retirement Planning ✓ Insurance Solutions ✓ Fixed Indexed Annuities ✓ Mortgage Solutions ✓ Medicare for Retirees ✓ Social Security Maximization ✓ Tax Planning Solutions ✓ 1031 Exchange ✓ Buffered Index Portfolio

“Copley Financial Group, Inc. is led by President Matthew Copley. He has conducted hundreds of educational workshops over the years. Copley Financial Group, Inc.'s mission is to provide their clients with creative strategies that help them to achieve the financial security in their retirement years. Their ambition to constantly discover new opportunities for their clients is coded in their culture. Their fee-based services are crafted with their clients' best interests in mind. Copley Financial Group, Inc. manages $260 million in assets. They offer their clients a complimentary retirement planning consultation to show them how they can help find an appropriate strategy.”

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License #3643761

Contact:

(619) 294-6008

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Edward Jones - San Diego, CA Financial Services
Edward Jones - San Diego, CA Financial Services
9+ YEARS IN TBR
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EDWARD JONES

(4.6 Score)
FINANCIAL ADVISOR: DAVID S PETERSON
12750 Carmel Country Road, Suite 208,
San Diego, CA 92130 Directions

Since 2010

Specialty:

✓ Wealth Management ✓ Estate and Legacy Strategies ✓ Employee Stock Options ✓ Retirement Income Strategies ✓ Retirement Savings Strategies ✓ Divorce Finances ✓ Insurance and Annuities

“Edward Jones-Financial Advisor, David S Peterson has obtained the advanced practice designation of Accredited Asset Management Specialist and completed annual continuing education courses to stay on top of his craft. Outside of Edward Jones, he is a member of Lions Club International and an ambassador for the Kids Alive International charity. He has an incredible branch office administrator in Hengameh Bashar, who has partnered with him since 2014. They love their clients and truly enjoy the relational aspect of the business. At Edward Jones, they understand that retirement looks different for everyone. They work with their clients to help them understand their options, developing and implementing strategies based on individual goals and mindsets throughout their saving years and while living in retirement.”

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License #0H21442

Contact:

(858) 523-0210

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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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