Point Loma Advisors - San Diego, California

Address: 4172 Hill St, San Diego, CA 92107.
Phone: 97986400.
Website: pointlomaadvisors.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Point Loma Advisors

☎️97986400

⏰ Open Hours of Point Loma Advisors

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Discovering Point Loma Advisors: Your Trusted Financial Guide in San Diego

When seeking professional financial planning services in San Diego, California, Point Loma Advisors stands out as a commendable choice. Located at 4172 Hill St, San Diego, CA 92107, this firm is committed to providing tailored financial advice to its clients. You can reach them via phone at 97986400 or explore their comprehensive services online at pointlomaadvisors.com.

One of the key features that make Point Loma Advisors noteworthy is their accessibility. The office is wheelchair accessible, ensuring that everyone can receive the guidance they need without barriers. Their parking lot also caters to those with mobility issues, complete with wheelchair accessible parking spots. Additionally, patrons with accessibility needs can rest assured that the restroom and overall restroom facilities are also wheelchair accessible.

For potential clients, it's recommended to schedule an appointment, which allows for a more personalized and thorough discussion of financial goals and strategies. This proactive approach reflects the firm's commitment to quality service.

Customer feedback is a vital component of understanding a company's reputation, and Point Loma Advisors boasts an impressive average opinion of 5 out of 5 stars based on three reviews on Google My Business. These positive reviews highlight the firm's expertise and the satisfactory experiences of their clients. The high rating suggests that customers value the personalized attention and professional advice provided by the advisors at Point Loma.

When considering financial planning, it's crucial to choose a partner with whom you feel comfortable and confident. Point Loma Advisors offers this assurance through their dedicated staff and accessible services. Their ability to cater to a diverse clientele, including those requiring special accommodations, further underscores their commitment to inclusivity and service excellence.

👍 Reviews of Point Loma Advisors

Point Loma Advisors - San Diego, California

Gabriel E.

5/5

Brad is a stellar resource to use as a financial advisor. I have personally sat down with Brad to discuss my plans for the future and how to expand my current portfolio to allow me to achieve those plans.

Personal Finance can often be overwhelming and speaking with Brad took that overwhelm away and made me understand my goals with an optimistic and realistic mindset. Additionally what is great is that he provides both active asset management plans as well as one off portfolio and asset distribution plans. This allows you to benefit from his services no matter where you are at on your journey.

There are many pros to working with Brad. First of all being a financial advisor is a loosely regulated industry. Brad has gone the extra mile of getting additional credentials to ensure that he adheres to the highest of standard. Second, he isn't a fee based advisor. He does not get commission as many do and therefore simply gives advice that will fully benefit the client. Finally he truly cares about you as a client and it shows. I highly recommend him!

Brandon P.

5/5

Brad at Point Loma Financial Advisors has been a game-changer for my financial future. As a young professional who's just started earning, I was overwhelmed by the prospect of managing my finances and planning for the future. Thankfully, I found Brad, and I couldn't be more grateful.

Brad's depth of knowledge about market trends and financial planning is truly remarkable. He took the time to understand my unique financial situation, goals, and concerns. What sets Brad apart is his ability to translate complex financial concepts into simple, understandable terms. He patiently walked me through every step of creating a personalized financial plan, making sure I felt confident and informed every step of the way.

One of the aspects I appreciate most about Brad is his commitment to long-term success. He didn't just provide a quick fix; he designed a comprehensive strategy that will serve me well in the years to come. His guidance has given me the confidence to start saving for the future and build a solid financial foundation.

Brad's dedication to his clients is evident in his responsiveness and willingness to go above and beyond. He's always available to answer my questions and provide guidance, no matter how big or small the issue. It's clear that he genuinely cares about his clients' financial well-being.

Thanks to Brad's expertise and support, I now have a clear financial path to follow. I highly recommend Brad and Point Loma Financial Advisors to anyone, especially young professionals like me who are just getting started on their financial journey. If you want to feel confident about your financial future, Brad is the advisor you need. Thank you, Brad!

Mark C.

5/5

Brad is extremely intelligent and well versed in Financial Advising. He takes a client first approach and being a fee based advisor he looks out for your best interest.