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Financial Alternatives Inc
- Financial Services
- San Diego, CA
About this business
Location details
7825 Fay Avenue #210, Ste 210, San Diego, CA, 92037, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
The communication is excellent. The advisors listen carefully to your goals and concerns and create a customized plan to meet your needs at each stage of your life. They check in regularly to update and make suggestions and incorporate your ideas to maintain your level of comfort. They are always available as needed and answer your questions as they arise. They provide a comprehensive set of tools and graphs that reflect your financial situation. In addition, they are excellent at tax planning in conjunction with your CPA an... read more
⭐⭐⭐⭐⭐ Exceptional Wealth Management and Outstanding Client Experience I cannot say enough great things about Financial Alternatives | Integrated Wealth Management in La Jolla. I have been working with the team for many years and my experience has consistently been exceptional. From the moment I began working with them I have felt valued, respected and genuinely cared for. I especially want to recognize Andrew Hoffarth and Damon Robertson along with the entire Financial Alternatives team in La Jolla. They are incredibly kno... read more
We have worked with Financial Alternatives for many years and can't say enough good things about the guidance Andrew and Marcelle provide. They consistently go the extra mile to ensure we understand our options, helping us plan a secure financial future and make the best decisions for our family. They are professional, knowledgeable, and an absolute pleasure to work with.
Very professional and organized. A great group of advisors that are able to answer any question related to investing and retirement planning.
Fantastic company! I have worked directly with Jim many times. They truly are about giving you the very best financial advice in order to meet your goals. I have always been happy with the results. I highly recommend!
Frequently asked questions about Financial Alternatives Inc
How is Financial Alternatives Inc rated?
Financial Alternatives Inc has a 5 star rating with 2 reviews.
When is Financial Alternatives Inc open?
Financial Alternatives Inc is closed now. It will open tomorrow at 9:00 a.m.
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