Top Rated Local Financial Advisors in San Diego, CA

Profitwise Accounting is a financial advisor serving San Diego, CA and the surrounding area. It holds an outstanding 4.9-star rating from 30 verified reviews aggregated from 3 sources — a reputation built on real customer feedback, not ads.

MAK Financial CPA is a financial advisor serving San Diego, CA and the surrounding area. It holds an outstanding 5-star rating from 17 verified reviews aggregated from 3 sources — a reputation built on real customer feedback, not ads.

Withers and Mann LLP is a financial advisor serving San Diego, CA and the surrounding area. It holds a strong 4.7-star rating from 41 verified reviews — a reputation built on real customer feedback, not ads.

Prime Lending A Capital Company is a financial advisor serving San Diego, CA and the surrounding area. It holds a strong 5-star rating from 15,685 verified reviews aggregated from 2 sources — a reputation built on real customer feedback, not ads.

Shelter Island Capital is a financial advisor serving San Diego, CA and the surrounding area. It holds a strong 5-star rating from 20 verified reviews aggregated from 2 sources — a reputation built on real customer feedback, not ads.

Jackson Hewitt’s professional tax preparers in San Diego provide year-round support to hard-working individuals. Get expert tax preparation services in San Diego and low-cost tax solutions. Call us for availability. Bring your federal and state returns to your local Tax Pro for your income tax preparation by Jackson Hewitt in San Diego. Our clients get their Biggest Refund, Guaranteed, and a Lifetime Accuracy Guarantee, or we pay you! Still need to file your income taxes? Call our office or visit us online to learn about all available filing options. We are happy to help with your tax needs. Visit our Jackson Hewitt location at 3412 College Ave. -In Walmart.”

Whether it’s a house, condo, or an apartment building, real estate development doesn’t succeed without the right support. You need a lender who will tell you when it’s a bad deal, steer you through complexity, and look out for your best interests. Complete Lending is proud to work with investors across the nation and make their real estate goals come true. Complete Lending is a private money lender, specializing in non-owner occupied residential investment loans. What makes Complete Lending unique is we are the Nation’s only consultative lender. While many private money lenders can fund your loan, they lack the real world, boots-on-the-ground real estate investment background to help you increase profit and scale your business to higher levels.

Principal is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.7-star rating from 1,687 verified reviews aggregated from 3 sources — a reputation built on real customer feedback, not ads.

Armed Forces Bank ATM is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 5-star rating from 19 verified reviews aggregated from 2 sources — a reputation built on real customer feedback, not ads.

Abbo Tax CPA is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 5-star rating from 84 verified reviews — a reputation built on real customer feedback, not ads.

Batten Accountancy Inc is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 5-star rating from 35 verified reviews — a reputation built on real customer feedback, not ads.

Nyberg Financial is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 5-star rating from 72 verified reviews — a reputation built on real customer feedback, not ads.

H&R Block is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.7-star rating from 47 verified reviews aggregated from 2 sources — a reputation built on real customer feedback, not ads.

Omni Military Loans is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.9-star rating from 239 verified reviews — a reputation built on real customer feedback, not ads.

Fast Auto and Payday Loans, Inc. is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.9-star rating from 100 verified reviews — a reputation built on real customer feedback, not ads.

Edward Jones Investments is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.9-star rating from 29 verified reviews — a reputation built on real customer feedback, not ads.

Omni Financial is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.9-star rating from 194 verified reviews — a reputation built on real customer feedback, not ads.

Coast One Financial Group is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.9-star rating from 31 verified reviews — a reputation built on real customer feedback, not ads.

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

California residents have until October 16, 2023, to file taxes. H&R Block tax professionals know taxes and can handle all your tax needs including maximizing your refund! Set up an appointment in your local H&R Block tax office or work with your tax consultant from home. Whether you come in to your local San Diego H&R Block office to work with your tax pro or drop off your documents and go, your tax needs are our top priority."

Sarah Davis is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.8-star rating from 36 verified reviews — a reputation built on real customer feedback, not ads.

Rawdin-Baron Financial Inc is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.8-star rating from 58 verified reviews — a reputation built on real customer feedback, not ads.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Pacific Debt, Inc. is a financial advisor serving San Diego, CA and the surrounding area. It holds a solid 4.7-star rating from 125 verified reviews — a reputation built on real customer feedback, not ads.