San Diego, CA Financial Consultant

Justin, Jim and the excellent team at PWM listened to our financial goals, determined our risk profile and then proposed a commensurate investment strategy for our long t ... more

David helped me immensely when I changed jobs with an IRA Rollover and help put structure into my financial life. Hes a positive, motivated and intelligent man who leads ... more

My husband and I started working with Joshua about five years ago. He has worked wonders for us. His knowledge and ability to understand us, and our desires is the best o ... more

Been a member for at least 15 years ,never had a problem with their service. Best CD rates, best credit card rates, saved me from loosing many thousands of dollars during ... more

Now CFO are definitely experts when it comes to accounting. They are very professional and reliable. I would recommend them to my friends and family.

Great place and best staff

We first met Justin Peek about 10 years ago. We got to know him through a close friend who had been investing with Justin for some years. Our friend's recommendation ... more

Professional, knowledgeable, patient.

Susan Alefi's 30+ years experience, knowledge, hard work, professionalism and warm, friendly personality is a perfect fit for me. She is easy to work with, accommodating ... more

Working with Sean has been a very rewarding experience. He has guided my wife and I when we needed expert advice and has taken our personal needs into consideration in al ... more

Now CFO are definitely experts when it comes to accounting. They are very professional and reliable. I would recommend them to my friends and family.

Craig is the financial advisor that I wish we would have been with from first opening our accounts with Edward Jones. We have been with Edward Jones for many years and ne ... more

Troy has been exceptionally helpful in planning our families financial future and has been able to thoughtfully answer all of our questions. I wholeheartedly recommend Tr ... more

What an outstanding experience! In these uncertain times planning for the future is more important then ever. I thought I needed more assets and income to benefit from fi ... more

Excellent customer service and attention to detail in every respect... I couldn’t be more pleased with how my future is managed.

Jamie has been my financial advisor for 3 years now and I have been incredibly happy with his services. He takes difficult to understand concepts and makes them easy to u ... more

We went to a free Financial Peace class with Michael and it was SO helpful, bringing communication between my husband and I and getting us to really rework how we handle ... more

Very thorough, wise, and a heart to always do what is in his client’s best interest. The world needs more Michael Ortiz’s in it.

Positive: Professionalism

Steven is great to work with. He's always very friendly and knowledgeable. Highly recommend!

David did a great job setting up my 401k! I've been very successful since starting with him.

Kha has been nothing short of exceptional in the time that I've been working with him on my portfolio. He has constantly exceeded my expectations with regards to my inves ... more

Paul Scavuzzo is very helpful in keeping your business and personal finances on track! He goes out of his way. If you're looking for someone that's easy to work with, and ... more

Charles has always been so helpful with any kinds of issues and setting up my terminals for all my stores! Highly recommend him! Amazing service and responds fast wheneve ... more

Now CFO are definitely experts when it comes to accounting. They are very professional and reliable. I would recommend them to my friends and family.

Dan and team have been, and continue to be, extremely critical in support of our real estate acquisitions for years! We are lucky to have worked with them on so many de ... more

Cetera recently acquired Foresters Financial and is having an immediate positive impact on both clients & financial advisors. They are implementing an advanced platform g ... more

DO NOT USE ANDREW

Sage financial has been such a financial relief!! I've never worked with a financial planner because I thought I was managing my finances pretty well, compared to most, b ... more

Fast response and easy application process, funds within 24 hrs