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Define Financial
- Financial Services
- San Diego, CA
About this business
Location details
750 B St #1750, San Diego, CA, 92101, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:30 a.m. to 5:00 p.m. | |
| Tue | 7:30 a.m. to 5:00 p.m. | |
| Wed | 7:30 a.m. to 5:00 p.m. | |
| Thu | 7:30 a.m. to 5:00 p.m. | |
| Fri | 7:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Taylor has built an outstanding, client focused firm. If you check out his social media content, you'll get a sense for his ability to provide substantive information in a coherent, concise way that demystifies a lot of the complexity inherent in finance. Define Financial applies that same skill to my (and I'm guessing every client) family's unique situation. They have been instrumental in helping us achieve our goals - especially Tyler. He listens really well, and is a total "finance nerd" (the highest compliment) in precis... read more
The team at Define Financial has been great for us. While we truly trust the experience and focused care of Taylor and Tyler, as important and valued is the dedication and responsiveness from Karen in responding to every question and need.
Since August 2023, we have worked with the Define Financial team regarding our financial situation post-retirement. I listened to Taylor’s podcasts for over (6) months prior to our engagement to understand their approach and investment philosophy -- should have reached out earlier. A strong fiduciary approach and working with clients like us were (2) key deciding factors. Their expertise, recommendations and implemented plans have provided us with peace of mind and a clear path forward. A special thanks to Karen, whose work ... read more
As my wife and I transitioned from earning and working to retirement and with all the financial changes that go along with switching gears, Define Financial is the perfect fit for us. Their knowledge of this phase in our financial life and their responsiveness to our questions really allows us to enjoy our retirement knowing that we are in very capable hands.
The Define team is wonderful. They take the stress and anxiety out of finances for us. They have earned our utmost trust and respect.
Frequently asked questions about Define Financial
How is Define Financial rated?
Define Financial has a 5 star rating with 20 reviews.
When is Define Financial open?
Define Financial is closed now. It will open at 7:30 a.m.
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