5473 Kearny Villa Rd # 310
San Diego, CA 92123
619-278-0855
I've had a Roth IRA in place with them for about a 2-3 years now. My financial advisor there is really helpful and knows what she's doing. Made setting up the IRA easy and painless, all I had to do was give her some goals, write a check, and choose where to put the money, she took care of the rest. And whenever it came down to the end of a tax year, she would give me a call and ask if I wanted to put in more money so I could include it in my taxes. Great staff, great business.
5I've had a Roth IRA in place with them for about a 2-3 years now. My financial advisor there is really helpful and knows what she's doing. Made setting up the IRA easy and painless, all I had to do was give her some goals, write a check, and choose where to put the money, she took care of the rest. And whenever it came down to the end of a tax year, she would give me a call and ask if I wanted to put in more money so I could include it in my taxes. Great staff, great business.
They are great at what they do. I hold a ROTH IRA and an IRA with them. They also do life insurance which they do for me to. They know what they are doing and i completely say that if you want some great advice, that suites you, you need to go to them.
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