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Closed today
2551 Mast Way, Chula VistaClosed today
2247 San Diego Ave Ste 132, San Diego“Edie is an extremely experienced and knowledgeable accountant. She skillfully handled the multiple, complex tax returns for our large corporation for 15 yearsas well as our personal returns for 25 years. We have referred her to many friends and colleagues and will continue to do so.“
Closed today
8270 La Mesa Blvd # 201, La Mesa“I own Amada Senior Care in San Diego County and over our nearly eight years of business I have worked with many Fiduciaries who acted on behalf of our clients in common for financial matters. I am very impressed with what I have seen from Banks & Banks and Lincoln Banks in particular.I one particular case he advocated for a client with the insurance company who held a Long Term Care policy. The language in the policy was very specific relative to what services it would pay for. The policy was several years old and the care options that exist today were not available when the policy was written. Lincoln Banks, after much effort, was able to convince the insurance company to allow the policy holder to use their benefits for services not specifically called out in the policy language.I have dealt with hundreds of Long Term Care policies on behalf of clients and I, frankly, did not believe this was possible.I would recommend Banks & Banks to anyone who is looking for Fiduciary services.“
Closed today
3111 Camino Del Rio N #400, San Diego“Emilio and his team have looked after my accounts for more than ten years. Simply put, I just never worry. They answer when I call, answer all my non-financial minded Engineer questions and keep me apprised of what's going on. Very Happy With the Team! MJ“
Closed today
2221 Camino del Rio S STE 307, San Diego“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.“
“PEG…a predictable path to financial independence, proven wealth management and preservation techniques, unbelievable increase in profitability, and education. Rob Flintom and his incredible team are the masters of guiding a practitioner to become a steward over the successful business he builds. Setting processes in place to continue growth and effectively control one’s tax burden. I now love my practice, am financially independent, and have the time to enjoy the rewards.“
Closed today
7777 Alvarado Rd #107, La Mesa“David was very professional and extremely helpful when we called for guidance with our financial needs.“
Closed today
7777 Alvarado Rd #405, La Mesa“I have gone to John K. Sutherland at San Diego Tax & Wealth Management since 2009, and I feel very fortunate to have met such a very kind and caring person who is also highly educated and professional in his field. I look forward to meeting with him each year when I do my taxes. John is truly a very fine person.“
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“There are a good brand of car service and excellent source of human dignity...5 star Awesomness Woo woo“