This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Define Financial
- Financial Services
- San Diego, CA
About this business
This company offers financial planning and investment management services to individuals and businesses.
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 |
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.
We are very happy with the service we receive from the team at Define Financial. Knowing that we have a knowledgeable team guiding us through our retirement brings us great peace of mind.
We have had Define Finance as our Financial Advisor for over 2 years. I am very impressed with their attention to detail and overall approach to ensuring our finances are managed appropriately. They are insuring I am paying the least taxes, as well as keeping my nest egg appropriately invested. I can ask any question about all aspects of my wealth management and they will find the answer. I have full confidence in their team.
The team at Define Financial is excellent across the board. Their advice and portfolio management greatly exceeds the cost. I don't have to worry about the markets--my advisor is doing that for me while I get to enjoy improving my golf game.
Frequently asked questions about Define Financial
How is Define Financial rated?
Define Financial has a 5 star rating with 17 reviews.
When is Define Financial open?
Define Financial is closed now. It will open at 7:30 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com