Financial Planners near 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.“

“David was very professional and extremely helpful when we called for guidance with our financial needs.“

“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“

“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.“

“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.“

“Andrea and her staff are super friendly. Very professional and great job every year. I've been going to Andrea for 6years and I appreciate all her hard work.“

“There are a good brand of car service and excellent source of human dignity...5 star Awesomness Woo woo“