Encompass Financial Services - San Diego, California

Overview of Encompass Financial Services

Encompass Financial Services, located at 12636 High Bluff Dr #110, San Diego, CA 92130, stands out as a reliable financial advisory service. With a phone number ready to connect you directly to their team, 858-481-4844, clients can easily reach out for expert financial guidance. Their presence online is solidified through their website, encompassfinancial.net, which serves as a valuable resource for those seeking more detailed information about their services.

Accessibility and Convenience

For those visiting the office, Encompass Financial Services boasts an inclusive environment with a wheelchair accessible entrance and parking lot, ensuring that all clients, regardless of physical ability, can access their services comfortably.

Expertise and Service Quality

The company specializes in providing financial advising, a service that has been praised by clients. One notable review highlights the exceptional work done by Todd, who has taken over from Wayne Otchis. The testimonial speaks volumes about the efficiency and timely service, especially during challenging times like the loss of a loved one. Clients appreciate the kindness and professionalism shown by the staff, with many expressing a desire to continue their relationship with Encompass for years to come.

Customer Satisfaction

Encompass Financial Services boasts an impressive average opinion score of 5/5 based on three reviews on Google My Business. This high rating reflects the company's commitment to customer satisfaction and trustworthiness in financial matters. The attentive service and successful handling of complex situations, such as estate planning after a family member's passing, underscore their expertise in their field.

Recommendation for Potential Clients

For anyone in search of a trustworthy financial advisor in San Diego, Encompass Financial Services is highly recommended. Their customer reviews suggest a company that not only provides sound financial advice but also demonstrates empathy and support during difficult times. The accessibility features make their services welcoming to everyone, and the positive feedback speaks to their dedication to quality service.

To take advantage of their expertise and personalized financial planning, potential clients are encouraged to visit their website at encompassfinancial.net. Here, they can find more detailed information about their services, schedule a consultation, and connect with the team that has earned the trust of over 40 years of clients. Taking this step could be the beginning of a fruitful partnership in managing your financial future.

👍 Reviews of Encompass Financial Services

Ellen N.

5/5

Todd took over for Wayne Otchis. We were clients for over 40 years. Todd is very efficient and gets the tax returns done in a timely manner. I was at a loss after my husband passed away. Todd was very helpful and kind to me. I plan on using Encompass for years to come.

Treva W.

5/5

I would like to express my appreciation to Todd Wiersum, CPA and his staff for their outstanding service once again. I have been a customer for many years. I am always treated with the upmost respect and patience especially due to the annual tax changes. My taxes are completed very timely usually within the same day. I also appreciate receiving a full explanation with the end results after the tax preparation process is completed. Todd also provides advice regarding the next year's tax year. He is a very knowledgeable and outstanding, CPA

Robin P.

5/5

Todd has been doing my taxes for several years now, and I have always found him to be knowledgeable and professional and interested in how he can help me beyond my annual taxes. If you are looking for a rock solid tax guy and his team of professionals, I strongly urge you to reach out to him. You won’t be disappointed.