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Guide My Finances
- Financial Services
- Carlsbad, CA
About this business
Location details
2111 Palomar Airport Rd #260, Ste L-2, Carlsbad, CA, 92011, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Lily Fallah, from the first day we met her, had given us the impression and confidence, that she truly care about helping me and my husband achieve our long term goal of financial peace and security after all these years of retirement. With her sweet, kind, cheerful professional demeanor, we right away sensed her great knowledge and expertise in her field. She took time to explain to us options, volatility of some and guided us to better choices, considering our age status. She is a very good listener, communicates with clar... read more
Lily and the entire team have been exceptional to work with. Lily manages both my personal financial planning and our company’s 401(k), and she consistently goes above and beyond. She explains complex topics clearly, is always responsive, and brings a thoughtful, proactive approach to everything she does. The firm as a whole is just as impressive—professional, knowledgeable, and incredibly well-organized. Every interaction has been smooth and reassuring, and it’s clear they genuinely care about their clients’ long-term succe... read more
Sharp, honest, down-to-earth, and extremely responsive. recommend
Jacqueline Adler has been helping me organize my finances and build a thoughtful, long-term retirement plan. She’s knowledgeable, responsive, and makes complex decisions feel clear and manageable. I’ve been very pleased with her guidance and would confidently recommend her to anyone looking for a strong financial partner.
I highly recommend Jacqueline Adler! From the very beginning she demonstrated an exceptional level of knowledge and expertise, making even complex financial decisions feel manageable and clear. She is incredibly tenacious, always going the extra mile to research the best options and to ensure every detail is taken care of. Her approach is consistently respectful, never rushed, and always focused on what works best for my goals. Most importantly, she is genuinely caring-it’s clear she truly wants clients to succeed and feel c... read more
Frequently asked questions about Guide My Finances
How is Guide My Finances rated?
Guide My Finances has a 5 star rating with 25 reviews.
When is Guide My Finances open?
Guide My Finances is closed now. It will open at 8:30 a.m.
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