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Rowling Dold & Associates
- Financial Advising
- San Diego, CA
About this business
Location details
8889 Rio San Diego Dr # 202, Ste 202, San Diego, CA, 92108, United States
Get directions| Weekday | 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 have been working with this team for over four years and I cannot recommend them highly enough. From day one, they have been nothing short of exceptional — attentive, professional, and genuinely easy to work with in every sense. Managing finances can feel overwhelming and deeply personal, and this team has consistently made me feel heard, understood, and confident in the direction we are heading together. The Pathview team brings a level of expertise, warmth, and dedication that is truly rare to find. They take the time to... read more
The team at Pathview have been lifesavers. I managed my own investments for a long time and did an OK job, but I didn't have the ability or know-how to incorporate tax planning into my post-retirement life. Since creating a financial plan that reflects my own individual needs, and partnering with them in managing my investments, I've had such incredible peace of mind. I'm able to consult with them on big purchases, managing unexpected expenses (ever have your A/C unit die?!), and more. They're friendly, knowledgeable, capabl... read more
Rowling has been advising and managing for us for about 15 years. They are reliable and trustworthy. I recommend speaking with them if you want a wealth management organization to work for you.
I was looking for a financial advisor to help me plan for retirement and found Steve Doster, a member of Rowling Associates on the Cert Fin Planning org's website. I scheduled an appointment with Steve. Prior to meeting, I began my due diligence with the matter of fiduciary responsibility. This is the top area of concern mentioned on nearly every source of advice on how to select a financial advisor. After inquiring about this, Steve sent an email cancelling my appointment. What led to this? After the appointment, I emailed ... read more
Frequently asked questions about Rowling Dold & Associates
How is Rowling Dold & Associates rated?
Rowling Dold & Associates has a 4 star rating with 4 reviews.
When is Rowling Dold & Associates open?
Rowling Dold & Associates is closed now. It will open on Monday at 9:00 a.m.
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