San Diego, CA Financial Consultant

( 25 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

10511 Craftsman Way San Diego, CA 92127
Georgia M.

If I can give them negative stars, I would! We've been Bank of America members for 40 years and will be moving our money somewhere else. My son and I went at this bra ... more

( 2 Reviews )
Morgan Stanley Financial Advisors Logo

Morgan Stanley Financial Advisors

Financial Consultant

101 W Broadway UNIT 1800 San Diego, California 92101
Bill Sauls

The Frachon Group at Morgan Stanley is simply the best.

( 3 Reviews )
Stifel Logo

Stifel

Investment Service, Financial Consultant, Financial Planner

16870 W Bernardo Dr UNIT 150 San Diego, CA 92127
Robert Stavros

Excellent service from a firm that contexts to you as a person, not as an account

( 1 Reviews )
Morgan Stanley: Oliver James Logo

Morgan Stanley: Oliver James

Financial Consultant

101 W Broadway San Diego, CA 92101
( 51 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

8949 Clairemont Mesa Blvd San Diego, CA 92123
Niraj Jha

Im BofA customer since last 5 years and went there for notary service with an appointment scheduled with Miguel Chavarin. And I wrote clear instructions for my visit. He ... more

( 57 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

3582 National Ave San Diego, CA 92113
Parastoo54999 Paras

All the employees are very kind and take care of all the customers in a timely manner

( 37 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

9460 Scranton Rd San Diego, CA 92121
M D

Worst BofA office in the area: usually just one overworked teller and very long waiting times

( 46 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

3535 Del Mar Heights Rd San Diego, CA 92130
Adil Abbasi

Very poor service at this branch and at Bank of America in general. A significant amount of $$$ were stolen from our accounts, someone used fraudulent signature but bank ... more

( 1 Reviews )
Bank of America ATM (Drive-thru) Logo

Bank of America ATM (Drive-thru)

ATM, Financial Consultant, Financial Planner

6801 El Cajon Blvd San Diego, CA 92115
Steve Azer

There is a drive up and walk up ATM here.

( 3 Reviews )
Bank of America ATM (Drive-thru) Logo

Bank of America ATM (Drive-thru)

ATM, Financial Consultant, Financial Planner

10531 Scripps Poway Pkwy San Diego, CA 92131
Marcus Fuller

To even out the playing field

( 3 Reviews )
Northwestern Mutual Logo

Northwestern Mutual

Financial Consultant, Financial Consultant, Life Insurance Agency

600 W Broadway #600 San Diego, CA 92101
Vincent Keever

I am glad I found Chantel Bonneau at Northwestern Mutual. She has really helped me take a more holistic approach to my planning. The retirement projections and plan tools ... more

( 82 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

5851 Balboa Ave San Diego, CA 92111

Very unprofessional staff! Couldn't transfer money! Although I did the same translation in another BOA branch.

( 1 Reviews )
Siegel Financial Advisory Group Logo

Siegel Financial Advisory Group

Financial Planner, Financial Consultant

3111 Camino Del Rio North, Suite 920 San Diego, CA 92108
Patrick Collard, MHR

Jeff is an awesome person and an excellent financial adviser. He has helped me structure a plan for my retirement that is essentially on auto pilot. While markets may go ... more

( 1 Reviews )
Raymond James Financial Services Logo

Raymond James Financial Services

Financial Consultant

16399 W Bernardo Dr San Diego, CA 92127
( 18 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

11190 E Ocean Air Dr San Diego, CA 92130
Dar

bank of America might suck for some but the ladies that work here are Awesome!!!

( 3 Reviews )
Fix My Report Logo

Fix My Report

Financial Consultant, Loan Agency

5694 Mission Center Rd UNIT 160 San Diego, CA 92108
Hypnotica The Inner Game Guru

Corey, Was upfront and honest about what i needed and Referred me to a place to check my credit for free. I guess my credit wasn't that bad but i do appreciate his honest ... more

( 0 Reviews )
Bjurstrom Wealth Management Logo

Bjurstrom Wealth Management

Financial Consultant, Stock Broker

12396 World Trade Dr UNIT 310 San Diego, CA 92128
( 4 Reviews )
EEA - Professional Fiduciary Services Logo

EEA - Professional Fiduciary Services

Estate Planning Attorney, Consultant, Financial Consultant

11440 W Bernardo Ct STE 300 San Diego, CA 92127
bob martinrs

EEA Is very good at what they do, they really helped our family out. Thank you EEA staff. Recommend

( 1 Reviews )
Celeste Financial Group Logo

Celeste Financial Group

Financial Consultant

3131 Camino Del Rio N #300 San Diego, CA 92108
( 1 Reviews )
San Diego Event Specialists Logo

San Diego Event Specialists

Financial Consultant

8110 Aero Dr San Diego, CA 92123
( 13 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

13205 Black Mountain Rd San Diego, CA 92129
Leah K.

Be careful when you bring cash deposit here to teller m(He was Spanish). Teller will scam you. I brought this branch for $100* 40 counted in envelope with sealed. But af ... more

( 1 Reviews )
Sean Cavanaugh - Raymond James Logo

Sean Cavanaugh - Raymond James

Financial Consultant, Financial Consultant

3111 Camino Del Rio N Ste 920 San Diego, CA 92108
( 41 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

4002 Clairemont Mesa Blvd San Diego, CA 92117
Sue N.

Why is the branch closed all the time? This used to be a convenient location, but it's always closed. Pandemic has been over for a long time. Time to open this branch ... more

( 4 Reviews )
TD Ameritrade Logo

TD Ameritrade

Investment Service, Financial Consultant, Financial Planner

3570 Carmel Mountain Rd Suite 120 San Diego, CA 92130
Bryan Whelan

Un-American capitalism at it's worst. GME being blocked from buys while allowing it to be sold?!?! I hope people pay with their freedom for this.

( 67 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

3101 University Ave San Diego, CA 92104
dale rhea farmer

Great bank for North Park free parking.. and friendly service

( 53 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

3619 Midway Dr San Diego, CA 92110
Meaghan Cohen

Im only leaving a good review because the bad ones practically had me driving across town to a different branch. I Went in to exchange foreign currency and I got taken ca ... more

( 31 Reviews )
Mega Auto Finance Logo

Mega Auto Finance

Financial Consultant

925 B St #202 San Diego, CA 92101
Robert Torres

Mega auto financed me with no credit. I had zero problems with them they actually worked with me during the transition of jobs. I think all the bad reviews are people tha ... more

( 12 Reviews )
Epstein & White Retirement Income Solutions, LLC Logo

Epstein & White Retirement Income Solutions, LLC

Financial Consultant

9740 Appaloosa Road San Diego, CA 92131
Ben Cordova

If you want personal attention and the ability to talk to the people who are watching your money these are the guys you want to do business with.

( 1 Reviews )
Peter Cokrlic - Prudential Financial Logo

Peter Cokrlic - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

7676 Hazard Center Dr # 600, Suite 600 San Diego, CA 92108
Solana Beach Chamber of Commerce

The Solana Beach Chamber of Commerce is proud to have Prudential Advisors as a member and appreciate all they do for the community!

( 63 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

912 Garnet Ave San Diego, CA 92109
Prad F

Slow service even when empty

( 4 Reviews )
Independent Capital Management, Inc. Logo

Independent Capital Management, Inc.

Financial Consultant, Financial Planner

3131 Camino Del Rio N #810 San Diego, CA 92108
TheReal Daddy

No tie - no interview. Seems to me like they care more about looks than experience. Would not trust them with my money.

( 42 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

16849 Bernardo Center Dr San Diego, CA 92128
Rosita Garduno

Bad service. Long wait all the time.

( 5 Reviews )
TD Ameritrade Logo

TD Ameritrade

Investment Service, Financial Consultant, Financial Planner

16421 Bernardo Center Dr San Diego, CA 92128
Brian Lam

Nice and convinience for me

( 47 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

645 Beyer Way San Diego, CA 92154
Wilnita Johnson

They only had couple of agents working today, so the wait was longer, but it was worth the wait, Victor was able to figure out what was wrong and I was able to go home ... more

( 1 Reviews )
Sd Realty & Mortgage Inc Logo

Sd Realty & Mortgage Inc

Financial Consultant

1068 Hayes Ave San Diego, CA 92103
Joe Lin

I have been working with Sean for a numbers of years and we have completed several transactions together for buy/sale transactions and loans. He's a one-stop shop and alw ... more

( 36 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

655 W Broadway San Diego, CA 92101
ZN SunnySanDiego

the line to speak to a banker went outside, and they have only 1 window open, disappointing service. the time was 12pm Friday 10/13

( 5 Reviews )
Law Office of Kevin C. Parris Logo

Law Office of Kevin C. Parris

Attorney, Estate Planning Attorney, Financial Consultant

3232 Governor Drive, Ste A San Diego, CA 92122
Marni Kline

I'd give 10 stars out of 5 if I could! Kevin C. Parris goes above and beyond as he offers legal expertise, guidance and protection while listening carefully to his client ... more

( 2 Reviews )
Wilsey Management Logo

Wilsey Management

Financial Consultant, Investment Service

10680 Treena S, Suite 160 San Diego, CA 92131
( 47 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

605 Saturn Blvd San Diego, CA 92154
Arturo Bravo

Really bad customer service

( 31 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

455 Island Ave San Diego, CA 92101
Celina Z

They have so many people working and theres always a line because only one person is actually taking customer .

( 1 Reviews )
CoEfficient Services Logo

CoEfficient Services

Financial Consultant

3202 Governor Dr #201 San Diego, CA 92122
C C

Poor attention to details and lots of mistakes. Not recommended. While we do pay more for book keeping services now we end up saving money with our CPA because he has les ... more

( 1 Reviews )
Gaston Blanc - Prudential Financial Logo

Gaston Blanc - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

7676 Hazard Center Dr # 600, Suite 600 San Diego, CA 92108
( 0 Reviews )
The Austin Group - Morgan Stanley Logo

The Austin Group - Morgan Stanley

Financial Consultant, Investment Service

4350 La Jolla Village Dr Ste 1000, Ste 1000 San Diego, CA 92122
( 0 Reviews )
The Dyer/White/Fitzpatrick Group - Morgan Stanley Logo

The Dyer/White/Fitzpatrick Group - Morgan Stanley

Financial Consultant, Investment Service

101 W Broadway UNIT 1800, Ste 1800 San Diego, CA 92101
( 0 Reviews )
Gerald D Ramirez - Morgan Stanley Logo

Gerald D Ramirez - Morgan Stanley

Financial Consultant, Investment Service

4350 La Jolla Village Dr Suite 1000, Ste 1000 San Diego, CA 92122
( 0 Reviews )
Scotland Schmidt - Morgan Stanley Logo

Scotland Schmidt - Morgan Stanley

Financial Consultant, Investment Service

101 W Broadway UNIT 1800, Ste 1800 San Diego, CA 92101
( 0 Reviews )
Dan White - Morgan Stanley Logo

Dan White - Morgan Stanley

Financial Consultant, Investment Service

101 W Broadway UNIT 1800, Ste 1800 San Diego, CA 92101
( 0 Reviews )
Paul Gugger - Morgan Stanley Logo

Paul Gugger - Morgan Stanley

Financial Consultant, Investment Service

101 W Broadway UNIT 1800, Ste 1800 San Diego, CA 92101
( 0 Reviews )
Tosh McIntosh - Morgan Stanley Logo

Tosh McIntosh - Morgan Stanley

Financial Consultant, Investment Service

4350 La Jolla Village Dr Suite 1000, Ste 1000 San Diego, CA 92122
( 20 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

2341 Ulric St San Diego, CA 92111
Ngoc Nguyen

Unprofessional and rude staff. After I waited in line to make my deposits, the female staff could have asked me nicely about using an ATM instead, yet when I expressed my ... more

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