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Guide My Finances
- Financial Services
- San Diego, CA
About this business
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 |
Jacqueline Adler is amazing. She is professional, knowledgeable, very detailed and did an exceptional job explaining our financial plan. Jacqueline put us at ease, working with her has alleviated a lot of stress preparing for retirement. She is supportive, trustworthy and encouraging; listening to our concerns and our plans of what we would like retirement to look like. She also asked questions for us to think about and explore the variety of options and possibilities. Jacqueline provided us with a binder of our financial pl... read more
Working with Jackie was truly a blessing and life changing. Of course she helped me understand the numbers; but the most important thing was that she empowered me to walk into mediation feeling informed and confident. What stood out most was her commitment to fairness. Even though I was her client, she made sure both my ex-husband and I had a plan that gave us each financial security, peace of mind, and the ability to start our next chapters without resentment. Jackie’s guidance even opened my eyes to options I had not even ... read more
Lily is very helpful.
Working with Jackie has been a great experience. She provided exceptional guidance for me as I went through one of the toughest chapters of my life-my divorce. Jackie is very knowledgeable and also empathetic. She took the time to understand the uniqueness of my case and had patience all along the way. Her approach is both professional and personal. She is now walking me through investing and the financial planning process to give me the confidence I need to move forward. She is easy to understand and always willing to answe... read more
Frequently asked questions about Guide My Finances
How is Guide My Finances rated?
Guide My Finances has a 5 star rating with 20 reviews.
When is Guide My Finances open?
Guide My Finances is closed now. It will open tomorrow at 8:30 a.m.
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