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Copia Wealth Management & Insurance Services
- Financial Services
- San Diego, CA
About this business
This business offers financial retirement planning and insurance services.
Location details
2333 Camino del Rio S #240, Suite 240, San Diego, CA, 92108, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I would recommend anyone that is in need of a financial adviser (coach) My wife and I have been a client for over 1 year and we are so happy with her, and her recommendations. Just to give you heads up, all of your money is controlled by you. The firm does not have control of any of your money. Yes the firm does charge a fee for her services. But it very nominal. Elisabeth Dawson is the owner, and will personally sit down with you and go over all of your portfolio. You will be in good hands with her.. Sincerely Norman Gornbe... read more
Frequently asked questions about Copia Wealth Management & Insurance Services
How is Copia Wealth Management & Insurance Services rated?
Copia Wealth Management & Insurance Services has a 5 star rating with 2 reviews.
When is Copia Wealth Management & Insurance Services open?
Copia Wealth Management & Insurance Services is closed now. It will open at 9:00 a.m.
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