Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

We worked with Jessica D. And she has been incredible throughout the tax process. She quickly and…read moreaccurately answers our questions throughout the year and provides great insight into how we can optimize our tax savings. We do property management which has relatively complicated accounting requirements in addition to our standard corporate books. We really appreciate her professionalism and help.

From the owner: CPA Firm, Accounting, Tax, Auditread more

I inquired with Frank during the pandemic. I paid almost 2k but don't really Think I got the help I…read moreneeded. They help me solve debts with some small accounts but I was constantly The one reaching out to them. Sometimes I wouldn't get a response back until I finally gave up. They didn't really stay updated with me and it didn't really fix anything major with my credit. I felt like I was chasing them for help. I highly wouldn't recommended them in my opinion. The few things I they did help me with, I felt I could've just done on my own. It was really a waste of money.

Frank has done an excellent job for our clients over the years. We often come across home buyers…read morethat need some assistance in disputing things on credit or improving their credit score. We have been so happy with San Diego Credit Solutions for all of our Real Estate Clients. Thanks so much Frank!

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

I would 100% recommend Mr Broadus. He was very kind and understanding. He was super patient with…read moreall my ongoing question. He explained everything to me in a way that I felt more empowered to make my decisions knowing I knew all the information. Mr Broadus returned all my calls or emails very promptly and was always polite, friendly and respectful. A+++ from me. Janeen Blackford

We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the…read moreoptions and the potential ramifications. We are retired and withdrawing monthly. We are very happy with the portfolio performance and especially the communication level. The plan that Scott has us in we really love. The flat fee option where Edward Jones cannot get a commission on what they sell you is an excellent option. I know that the only motivation is the benefit of the portfolio which is comforting.

Mr.Wallace will steal your credit card information. He says he can help you because of a Federal…read morelaw. After taking all your information, he asks what you have in your checking account and savings. He then says he can help you if you pay what you had declared was in your bank account. DO NOT TRUST him. The next day charges were found that were not made by me. The company has several complaints and was looked at by the FTC.

I have given Walt and Connie the benefit of the doubt on the first two mistakes. The first one they…read moreforgot to deduct a significant amount of my charity deduction. They fixed it, after the fact. Then the next year they forgot to include a document that I had provided to them. The final straw was when I received a bill from the IRS. I haven't received an answer as to why I owe money - according to the IRS the totals were not correct. I owe a couple of thousands. I wish Walt would call me again, he did once and I called him back and haven't heard back. I think Walt and Connie are nice people, I'm not sure why this happens but I'm thinking they source their work out to inexperienced people.

Contrary to their commercial, you are better off making your own investment decisions. You pay…read morehigh commissions for advice that is at best, common knowledge, and at worst a scam to generate income for the advisor.

I left my company for lack of work back in the end of September and decided I wanted to transfer my…read moreIRA account to my bank. Long story short, there were confusion. It is now December and I was promised a check a couple weeks ago. They won't return my call or pick up the phone when I call. It seems I'm gonna have to wait until next year to get my funds. Great job Edward Jones. I dislike your company very much.

Brett Gottlieb, founder of Comprehensive Advisor, has built an amazing team of professionals to…read moresupport his business. He is very talented, extremely knowledgeable, professional, trustworthy, always responsive and the level of customer service he provides is unmatched in the industry. Brett spends a lot of time up front getting to know YOU, YOUR goals, YOUR risk tolerance, YOUR priorities, before putting together a customized strategy and investment plan to suit YOUR needs. I highly recommend Brett for ALL (or any piece) of your financial planning/management needs (financial strategy, living trusts/wills, Social Security, Medicare information, tax planning, life insurance investment, estate planning, 401k's, ROTH IRA'S, etc.). I have been working with Brett for almost 3 years, and I couldn't be happier with his management of my financial life! Now that I've retired, I have a tremendous amount of confidence in the investment strategy he has put together for me that I will be able to live out my life as I've always dreamed.

Poor communication, they don't return calls. My question is what is an annual expected rate of…read morereturn I can expect for a medium risk portfolio? I have a $1,000,000 in Fidelity Growth and Income and am getting 14% on average over past 10 years, I know you can't guarantee a rate of return, but you must have some clue what it will be:

Mr. Daniel Anaya was incredible helpful, supportive, compassionate, and professional. I am…read morecurrently pregnant and have a toddler. We are currently experiencing some health-related issues and experienced financial stressors during covid. Mr. Anaya went above and beyond to provide information on different health insurance plans, relative costs out of pocket, and critical service numbers to streamline the complicated process of changing insurance plans. We have not paid Mr. Anaya a dime. He simply keeps checking in and responding despite not billing us for any services thus far. I told him that I have a history of pregnancy loss; and am concerned about my current pregnancy due to advanced maternal age (I'm 43 years old) during a pandemic. I also shared some of the unique health needs of my beautiful toddler. He responded with deep, unfeigned compassion and care. I feel so blessed to have found such an honest/transparent, professional, informed, and experienced professional who knows the ropes about insurance. He has greatly simplified the process of selecting plans and is incredibly knowledgeable about different medical practices/plans across SD county. I highly recommend him as an insurance professional with integrity, compassion, and unmatched skills/knowledge expertise. Simply the best! Please go call him!

Corina saved the day! My coverage is restored and I got to fix my plan. CCA issues? Call.read more

We've been working with our Financial Wealth Advisor over at Intelligence Driven Advisors for…read morealmost 10 years. The overall consistency of service has been exceptional. They listen to our goals and implement a comprehensive plan to ensure the best probability of achieving our desired outcome. If you're looking for a financial advisor or wealth management firm that will listen and take care of you, I would highly recommend Intelligent Driven Advisors. All the best - Rich & Farrah Adams

This company has been managing my money for close to 17 years. They have done a fantastic job for…read moreme every step of the way I have been with them. Darcy and Shanda are the best! They are extremely diligent about tracking and keeping up with everything, and I sleep better at night because of them. Their knowledge and expertise are outstanding, and the genuine kindness and caring that they show is what I think really makes them exceptional. I feel extremely lucky and grateful to have these excellent people in my corner!