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Reviews for Satori Wealth Management, Inc.
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Satori Wealth Management, Inc.
4660 La Jolla Village Dr ste 100, San Diego
Directions Call Website Suggest an Edit
4660 La Jolla Village Dr ste 100, San Diego
Directions Call Website Suggest an Edit
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... read full review
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.
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