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Guide My Finances
- Financial Services
- San Diego, CA
About this business
The best financial guidance is guidance that is well understood, believable and actionable. We take a practical approach, advising clients in areas of financial planning including employer provided benefits, asset management, inheritance and gift planning
Location details
3550 Camino Del Rio N #207, #207, San Diego, CA, 92108, 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 |
I can't say enough about Jackie and the team at Guide My Finances. As a former advisor and banker I knew I didn't want a large firm to help manage our finances and wanted someone who could give us a well thought out financial plan. Jackie was referred to us several times through trusted business colleagues and friends. She and her team were exactly what we were looking for! Their intake process, creating and reviewing our plan, and helping us navigate this ever-changing market has alleviated so much anxiety and stress. Jacki... read more
Working with Jackie has been one of our best financial decisions. She is very knowledgeable, good at explaining things, and has been instrumental in helping us develop clear plans for college savings, retirement, and investment/tax strategies.
Jackie continues to help us put together our financial plan and has given us the insight to feel confident in our short term and long term financial decisions. We love working with her!
Jenny was very helpful and knowledgeable. Highly recommended.
Frequently asked questions about Guide My Finances
How is Guide My Finances rated?
Guide My Finances has a 5 star rating with 5 reviews.
When is Guide My Finances open?
Guide My Finances is open now. It will close at 5:00 p.m.
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