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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 |
Chelsea Newell was amazing to talk to, made everything super clear and help guide me to financial success. can not recommend her enough.
Working with Jacqueline (Jackie) Adler at Guide My Finances was a wonderful experience. She listened closely to our goals and built a financial plan for my husband and me that addressed all of our top concerns. Jackie is genuinely kind, but also honest and fair with her feedback, which I highly valued. She also leveraged her extensive network to refer us to a CPA who fits our needs perfectly. I look forward to working with Jackie in the future as our needs evolve!
I initially started working with Guide My Finances for a comprehensive financial plan, and that experience alone gave me a level of clarity I hadn’t had before. Everything was organized, thoughtful, and tailored to my situation, which made it an easy decision to continue on as an investment management client. What I didn’t expect at the time was how valuable that relationship would become during a major life transition. When I went through a divorce, Jackie and her team were there every step of the way. They helped me naviga... read more
Working with Jackie Mazur and the team at Guide My Finances has been a truly exceptional experience. Their approach to comprehensive financial planning goes far beyond investments. They take the time to understand the full picture, from tax strategy to retirement, estate planning, and long-term goals, and build everything around a personalized strategy that reflects my unique situation and priorities. As a true fiduciary, Jackie consistently puts her clients’ best interests first, which creates a level of trust and confidenc... read more
I found Guide My Finances through a colleague at Thermo Fisher, and it turned out to be one of the best referrals I've ever received. Because they've been based in Carlsbad for over 15 years and work with many people at my company, they already understood our equity compensation structure, company benefits, and the specific complexities that come with it. That context made a real difference from day one. My husband and I started with an initial meeting where Jackie and her team took the time to genuinely understand our goals... read more
Frequently asked questions about Guide My Finances
How is Guide My Finances rated?
Guide My Finances has a 5 star rating with 34 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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