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    Cain Advisory Group

    4.0 (32 reviews)
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    Services - Cain Advisory Group

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Recommended Reviews - Cain Advisory Group

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    8 months ago

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    2 years ago

    Brian and his team are available whenever I need them. We have been with them for 3 years. Great service

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    5 years ago

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    11 years ago

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    17 years ago

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    15 years ago

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    14 years ago

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    16 years ago

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    7 years ago

    Brian Cain, and his asociados are the best lawyers, period.

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    9 years ago

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    18 years ago

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    13 years ago

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    15 years ago

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    12 years ago

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    9 years ago

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    10 years ago

    The worst experience I have ever had getting my taxes done. You would be better off using ANYONE else. Stay away.

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    Ask the Community - Cain Advisory Group

    Review Highlights - Cain Advisory Group

    We've been with Brian for our personal and small business taxes for over a decade, since before The Cain Law Group.

    Mentioned in 4 reviews

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    Grigg Financial Group

    Grigg Financial Group

    4.8
    (43 reviews)

    Brian and his business are AMAZING. I initially needed Brian's services when I received a large tax…read morebill from the IRS. I made the mistake of doing my taxes on turbo tax and 2 years later owned the IRS a significant amount of money. I contacted Brian on a Saturday morning and he had responded within the hour to have a plan to fix my problem. Brian indeed saved me thousands of dollars and most important a ton of unneeded stress. This year I used him to file my 2018 taxes and it was worth every penny. Very easy online portal to upload information and necessary documents. Brian had my return completed within 2 weeks with very prompt and thorough work. I highly recommend Brian and his services. Never again will I use a cheap tax service such as turbo tax... don't make the mistake I did by using turbo tax.. rather use Brian and his services. A+ all around!

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    San Diego Wealth

    San Diego Wealth

    5.0
    (7 reviews)

    I recently look a class on business and it mentioned to look into a financial/wealth coach, so I…read moregoogled and San Diego Wealth caught my attention. And I am so glad it did. I did my first intake session with Cory and he was a lot of help. I've been nervous to look into any kind of financial advisor, but he made me feel safe and understood. The approach is different than anything I have heard, googled or read. I was given advice, resources and strange enough, compassion. The things that are essential when it comes to money and finances but often forgotten. Along with this, Cory has much intelligence and knowledge yet is very humble and down to earth. I want to recommend him and San Diego Wealth to anyone interested, even if its the beginning stages of curiosity. They can help lead and guide to what is best for you. I would recommend just reach out, ask questions, and let them take it from there. Thank you Cory/San Diego Wealth!

    When my husband and I got married we knew we differed in our perspectives and experiences regarding…read moremoney! And, when we did speak about money matters we agreed that our conversations weren't that pleasant! Eventually, we felt like instead of treading water between ourselves, it would be prudent to work with a financial advisor who could support us in navigating our financial conversations and working towards our goals. We reached out to Cory and his team because of their long standing presence in San Diego and because we had known Cory personally for some time. Our planning conversations with Cory and Aries are always open and honest - my husband and I both feel we can express ourselves and be heard (without getting heated!), despite our differences. My husband thinks more short term and I think more long term, and Aries is able to strike a balance in our approaches with his feedback, guidance and vision. We are so grateful for the team at SD Wealth and the effort, time and energy they put into supporting us.

    John Hancock Financial

    John Hancock Financial

    1.2
    (5 reviews)

    BEWARE of the RIDERS for the Life insurance policy written by John Hancock Financial: (This…read morehappened to me) I had a policy since 1988 with them. I was not informed at that time of all the details involveing my policy. First, I was told I would have an agent/ representative as long as I owned my policy,which never happened. I was told that the agents would be looking out in the best interest of their clients. Never happened. One agent in particular coerced me into signing for a loan back in 2007 when I had asked for a withdrawal which would of been interest-free. The agent knew I was a 100% disabled combat vet and not of sound mind at that time. Not understanding, he failed to explained the paperwork I was signing. He failed to give me any options before signing. He had previously filled out the paperwork before I even saw it. When questioned, he stated the paperwork was for both,a loan or withdrawal. Needless to say, I have been paying interest from that date without my knowledge. And have been taking the interest out from my 100,000 dollar death benefit. That was my personal experience and it's not to say that they could of done this to others in the past. Personally, I would definitely not recommend a John Hancock policy.

    I've been investing with the company for almost 3 years. Put some of my savings in stock and 401k…read moreaccounts. I had a good advisor there for awhile but then he quit and since then it has been hard to get a hold of anybody to do any kind of transaction. I have around 100k invested with these guys and guess that is not enough to be made any kind of priority for call backs and such. I'm a young entrepreneur who uses several brokers and am glad I did not invest more money with this company as it has proved to be both expensive and a hassle at the same time.

    The Financial Planning & Investment Group

    The Financial Planning & Investment Group

    4.7
    (14 reviews)

    Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

    Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.

    Caliber Funding LLC

    Caliber Funding LLC

    2.0
    (4 reviews)

    I'm not sure what their motive is for low balling appraisals but they were about $80,000 lower than…read morewhat we anticipated. We were told by several professionals that the home should appraise for around $400,000 to $425,000. Caliber Fundings appraisal came in around $342,000. The 2100 sq foot home with 4 bdm 3 bath was appraised at $365,000 three years ago. The home is in a nice neighborhood on a cul-de-sac. This home was in complete disrepair when purchased. Tens of thousands of dollars were spent to transform this home. We filed a complaint because we were sure this must have been a mistake. Caliber stated that they were satisfied their appraiser "Don" had correctly appraised the property. If you need an accurate appraisal based on current comparable comps this is not the place to go. Dave H

    I have nothing but good things to say about them. My loan was processed in 2 weeks after another…read morebroker totally messed it up. Rate was as promised, appraisal was done no problems. The processor even kept in touch with my broker after hours to make sure I met my closing deadline. After closing, I had some question and my emails, calls were returned right away. In fact they even waived the over phone payment fee because of the questions. Statement was mailed promptly ect. After dealing with CitiMortgage for over 12 years, this company was a breath of fresh air! As for appraisals...An appraiser isn't going to low ball a home and risk losing his/her lic. Just isn't going to happen. If you felt that strongly about the appraisal being wrong you could have hired another appraiser. It's that Simple. The appraisers do not work for the mortgage company. They work for you.

    Cain Advisory Group - taxservices - Updated August 2026

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