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San Diego, CA, 92014, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I appreciate Jim, Justin, Mike and Melody for helping me with my retirement account. They are professional, courteous, knowledgeable and very helpful. I highly recommend the Pacific Wealth Management team
Justin and Isaac and the PWM team are professional, efficient, kind and immensely helpful! I value them as an important resource—a combination of both pragmatic assistance and knowledge AND emotional sturdying in the complicated realm of money.
Our second quarterly review went very well with the team answering all my questions. Extremely helpful and professional people.
With over 15 years experience with this great team, I am proud to pass along a glowing recommendation. Through life's high and lows and interest rate swings, PWM has provided guidance and care and have given my family an overwhelming sense of security that we are in good hands. As a retired banker who no longer wanted the responsibility of tracking these crazy markets, I have confidence in the strategy they employ. Our golden years are filled with hope and confidence with this team at the helm.
We've been working with Pac Wealth of San Diego for over 25 years. Pac Wealth, it's leadership management team including Jim & Justin Kuntz and the rest of the company has been top-notch in all aspects of our wealth management efforts. From proper investment strategies to tax mitigation efforts, Pac Wealth has made good things happen for us. The customer service responsiveness, thoroughness in research and wonderful rapport have made all our interactions not only highly productive but thoroughly enjoyable. No doubt about it ... read more
Pacific Alternative Investment Advisors LLC has a 4.8 star rating with 19 reviews.
Pacific Alternative Investment Advisors LLC is closed now. It will open at 9:00 a.m.
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