WestPac Wealth Partners
-
5280 Carroll Canyon Rd.
, Suite 300
San Diego, California 92121 - (619) 684-6400
- Website
Hours
Chamber Rating
-
Aimee Deyoung
Nichole is highly skilled in her work. She has successfully built a team of top-notch professionals in the industry to offer clients complete financial planning services without any pressure. Nichole's extensive approach towards clients includes managing assets, building wealth, offering tax strategies, and forecasting for post-retirement income. I have personally referred many of my family and friends to Nichole / WestPac, and I will undoubtedly continue to do so.
Jun 6th, 2023 -
Bill Combs
Apr 14th, 2023 -
Veronica Castillo
Feb 9th, 2023 -
Isabela Weir
Feb 3rd, 2023 -
L R
Update!! These guys are making their employees write positive reviews to falsely elevate their very poor ratings due to their bait and switch tactics and just straight dishonest practices about what they actually do!!! Dont be scammed by them or their false positive reviews that they made their employees right! How desperate do you have to be to boost your ratings!! To say I was disgusted with this company would be an understatement. First off, I was completely misled and lied to. This financial advisor is simply an insurance agent who is trying to talk you into policies you dont need to make a commission. I was given ZERO financial advise and wasted hours of my time. I thought I was attending a meeting where I would learn about the financial advice they offered and instead I was asked all about my financial information and asked for all of my account information. Then I was told, in the NEXT meeting, we would discuss financials. This next meeting was simply a SALES pitch for insurance. Alec tried to convince us that our 3 million of life insurance wasnt enough and with another policy that Im sure included a really nice commission for him, our lives would be really secured. Cue sleazy used car salesman vibes here. I lost several hours of my extremely busy life to take a life insurance sales pitch (which I DIDNT NEED!!) Be honest about what you do. Nobody wants to hire someone who is dishonest from the front.
May 6th, 2023
About
WestPac Wealth Partners
Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
Contact Info
- (619) 684-6400
- [email protected]
- Website
Vidoes
Questions & Answers
Q What is the phone number for WestPac Wealth Partners?
A The phone number for WestPac Wealth Partners is: (619) 684-6400.
Q Where is WestPac Wealth Partners located?
A WestPac Wealth Partners is located at 5280 Carroll Canyon Rd., Suite 300, San Diego, California 92121
Q What is the internet address for WestPac Wealth Partners?
A The website (URL) for WestPac Wealth Partners is: https://www.westpacwealth.com/westpac-san-diego
Q How big is WestPac Wealth Partners?
A WestPac Wealth Partners employs approximately 20+ people.
Q What days are WestPac Wealth Partners open?
A WestPac Wealth Partners is open:
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Q How is WestPac Wealth Partners rated?
A WestPac Wealth Partners has a 4.3 Star Rating from 12 reviewers.
Hours
Ratings and Reviews
WestPac Wealth Partners
Overall Rating
Overall Rating
( 12 Reviews )Aimee Deyoung on Google
Nichole is highly skilled in her work. She has successfully built a team of top-notch professionals in the industry to offer clients complete financial planning services without any pressure. Nichole's extensive approach towards clients includes managing assets, building wealth, offering tax strategies, and forecasting for post-retirement income. I have personally referred many of my family and friends to Nichole / WestPac, and I will undoubtedly continue to do so.
Bill Combs on Google
Veronica Castillo on Google
Isabela Weir on Google
L R on Google
Update!! These guys are making their employees write positive reviews to falsely elevate their very poor ratings due to their bait and switch tactics and just straight dishonest practices about what they actually do!!! Dont be scammed by them or their false positive reviews that they made their employees right! How desperate do you have to be to boost your ratings!!
To say I was disgusted with this company would be an understatement. First off, I was completely misled and lied to. This financial advisor is simply an insurance agent who is trying to talk you into policies you dont need to make a commission. I was given ZERO financial advise and wasted hours of my time. I thought I was attending a meeting where I would learn about the financial advice they offered and instead I was asked all about my financial information and asked for all of my account information. Then I was told, in the NEXT meeting, we would discuss financials. This next meeting was simply a SALES pitch for insurance. Alec tried to convince us that our 3 million of life insurance wasnt enough and with another policy that Im sure included a really nice commission for him, our lives would be really secured. Cue sleazy used car salesman vibes here. I lost several hours of my extremely busy life to take a life insurance sales pitch (which I DIDNT NEED!!) Be honest about what you do. Nobody wants to hire someone who is dishonest from the front.
Overall Rating
Overall Rating
( 12 Reviews )Write a Review
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