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San Diego Tax & Wealth Management - La Mesa, California

👍 Reviews 📌 Map ℹī¸ Information ⏰ Hours

Address: 7777 Alvarado Rd #405, La Mesa, CA 91942, United States.
Phone: 6196980202.
Website: sdtaxwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of San Diego Tax & Wealth Management

☎ī¸6196980202

⏰ Open Hours of San Diego Tax & Wealth Management

  • Monday: 9 a.m.–4 p.m.
  • Tuesday: 9 a.m.–4 p.m.
  • Wednesday: 9 a.m.–4 p.m.
  • Thursday: 9 a.m.–4 p.m.
  • Friday: 9 a.m.–2 p.m.
  • Saturday: Closed
  • Sunday: Closed

San Diego Tax & Wealth Management: A Comprehensive Overview

Located at 7777 Alvarado Rd #405, La Mesa, CA 91942, United States, San Diego Tax & Wealth Management is a reputable firm specializing in financial planning. Their contact number is 6196980202, and their website can be accessed at sdtaxwealth.com.

Specialties

The firm specializes in financial planning, offering a wide range of services to cater to the diverse financial needs of their clients. Their expertise encompasses various aspects of financial management, including tax planning, investment strategies, and retirement planning.

Accessibility and Services

San Diego Tax & Wealth Management prides itself on being accessible to all clients, with wheelchair-accessible entrance, wheelchair-accessible parking lot, and wheelchair-accessible washroom. Appointments are recommended to ensure personalized attention and effective service delivery.

Client Reviews and Testimonials

The company has garnered a strong reputation among its clients, as evidenced by the 3 reviews on Google My Business. With an impressive average rating of 5/5, it is clear that San Diego Tax & Wealth Management has consistently provided exceptional service to its clients.

Testimonial Excerpt

John K. Sutherland, the esteemed professional at the firm, has been praised for his kind, caring, highly educated, and professional approach. Clients look forward to meeting with him each year for their tax needs, highlighting the firm's commitment to client satisfaction.

Professionalism and Client Satisfaction

San Diego Tax & Wealth Management's office is known for its professional atmosphere, fostering a conducive environment for clients to engage in financial planning. The firm's success in guiding clients towards their investment goals, as illustrated in the testimonial, further exemplifies their expertise and dedication.

Final Recommendation

For individuals seeking comprehensive financial planning services in San Diego, San Diego Tax & Wealth Management stands out as a reliable choice. Their commitment to accessibility, client satisfaction, and professional excellence makes them an ideal partner for navigating various financial challenges and opportunities. We highly recommend visiting their website, sdtaxwealth.com, to learn more about their services and how they can assist you in achieving your financial goals.

👍 Reviews of San Diego Tax & Wealth Management

San Diego Tax & Wealth Management - La Mesa, California
Marilyn B.
5/5

I have gone to John K. Sutherland at San Diego Tax & Wealth Management since 2009, and I feel very fortunate to have met such a very kind and caring person who is also highly educated and professional in his field. I look forward to meeting with him each year when I do my taxes. John is truly a very fine person.

San Diego Tax & Wealth Management - La Mesa, California
Jeff B.
5/5

Very professional office. I've been investing with John Sutherland from this office. Looking forward to retirement!

San Diego Tax & Wealth Management - La Mesa, California
DeVera U.
5/5

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