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Stratos Wealth Partners
- Financial Services
- San Diego, CA
About this business
Location details
12348 High Bluff Dr #240, San Diego, CA, 92130, 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 |
Wisdom, Expertise, and Integrity. James is careful, considerate, and always looking for growth opportunities balanced by secure diversification. He and his staff have consistently taken great care of us over the years always with a personal touch. We highly recommended them.
PTM FINANCIAL, has been managing everything for me so I can enjoy my senior years traveling. I am living out my dream ! PTM is always available and easy to reach whenever I need something explained . I can Trust that they are doing what is best for me. I’ve never had any problems or concerns . I would highly recommend to friends and family. I’ve been with them for over two decades….
From building our business to planning our retirement, we have had a sense of comfort and security thanks to our partnership. We have been fortunate to be professionally guided through our financial journey by an advisor who possesses a wealth of knowledge that he uses to strategically build, guide, and adjust plans to meet our goals
We could not ask for more and we feel fortunate. My wife and I appreciate the frequent communication, the solid counsel, early insights, and very sound options that have been recommended for us during our partnership. We have skillfully navigated through good economic times and bad, including the Global Financial Crisis of 2008, more recent monetary policy changes, and many other events in between.
Truly Exceptional ! My financial advisor provides personalized attention that makes me feel like I'm his only client. He has the unique ability to explain market forces in lay terms that even I can understand. From the start he explained a clear strategy to achieve my goals. My expectations have been exceeded by far and I highly recommend him without reservation !!
Frequently asked questions about Stratos Wealth Partners
How is Stratos Wealth Partners rated?
Stratos Wealth Partners has a 5 star rating with 7 reviews.
When is Stratos Wealth Partners open?
Stratos Wealth Partners is closed now. It will open tomorrow at 9:00 a.m.
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