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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 |
My husband and I had a fantastic experience working with Lily Fallah at Guide My Finances. After a major career and life change, Lily took the time to thoroughly understand our financial situation and goals. She and her team conducted a detailed analysis and crafted a personalized retirement plan that aligned with both our timelines and aspirations. Lily is incredibly knowledgeable, thoughtful, and never pushy. She communicates in a way that helps you reflect on your priorities and make informed decisions. Her advice is genu... read more
One of the best financial moves we've ever made was investing in working with Chelsea at Guide My Finances. She is extremely thorough and knowledgeable, providing us with a clear plan and taking time to get to know us and our goals, and to explain what she advised. Chelsea fully gained our trust with her financial expertise and authentic spirit.
Chelsea did a great job, guiding and explaining our financial future. The financial plan gave us confidence in our finances for retirement. She was a pleasure to work with and we look forward to the next time.
I have received retirement consulting and financial planning advice from Chelsea Newell at Guide My Finances. I find that she is very knowledgeable and stays up on changes in the industry. She advices on things the average person would not know. The whole staff is knowledgeable and friendly. Jackie is a wealth of information and a one of kind leader to her employees. I highly recommend Guide My Finances. They know finance!
I had a great experience with Guide My Finances. The team is incredibly professional and always provides clear, helpful advice. Chelsea, in particular, is kind, knowledgeable, and goes above and beyond to deliver excellent service. Highly recommend!
Frequently asked questions about Guide My Finances
How is Guide My Finances rated?
Guide My Finances has a 5 star rating with 15 reviews.
When is Guide My Finances open?
Guide My Finances is closed now. It will open on Monday at 8:30 a.m.
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