Satori Wealth Management, Inc.

Financial Planners, Financial Advising

4660 La Jolla Village Dr ste 100, San Diego, CA 92122

Reviews for Satori Wealth Management, Inc.

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  • Nov 2023

    We meet with Danny twice a year for our semi-annual meeting. Every time, during and after our discussions, I marvel at Danny's ability to keep everything relating to our accounts under his close control, to be well aware of our needs and what could help us to make better choices as to our investments and what steps to take to ensure the wealth growth.Danny is very knowledgeable, highly resourceful, responsible, and always ready to advise us on the best possible outcome of our investments. We trust that Danny has our interests at heart and trust his expertise and experience. Over the years, it feels like Danny became a part of our extended family; at least, this is how...read full review

  • Oct 2023

    Danny Michael has always been very good at keeping me updated on my investment accounts. He holds semi-annual meetings to discuss the past 6 months events & how they effect my investments. If I want to withdraw cash it's in my bank account in a matter of days, less than a week.

  • Oct 2023

    It was a pleasure to review our plan with you today. You've given us some good things to think about. Our long term relationship continues to provide us with confidence and peace of mind regarding our future

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only

Ratings

Google Google: 5/5 BBB BBB: A+

Satori Wealth Management, Inc.

4660 La Jolla Village Dr ste 100, San Diego

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