High Bluff Private Wealth - San Diego, California

Discover the Excellence of High Bluff Private Wealth

For those seeking expert guidance in their financial journey, High Bluff Private Wealth, located at 12520 High Bluff Dr #120, San Diego, CA 92130, United States, stands out as a premier choice. With a phone number conveniently listed at 8587927027, potential clients can reach out effortlessly. Their professional services encompass a wide array of expertise including Financial Planner, Insurance Broker, and Investment Service, catering to diverse needs within the financial sector.

High Bluff Private Wealth is particularly noted for its commitment to accessibility and inclusivity. The office boasts wheelchair-accessible car park, wheelchair-accessible entrance, and a fully equipped wheelchair-accessible toilet, ensuring that everyone feels comfortable and accommodated. This attention to detail reflects their dedication to providing top-notch service to all clients.

It's also noteworthy that they encourage appointments to ensure a personalized consultation experience. With 14 reviews on Google My Business, High Bluff Private Wealth has garnered a commendable average opinion of 5/5, indicating a high level of customer satisfaction and trust.

For individuals looking to navigate the complex world of finance with confidence, High Bluff Private Wealth offers invaluable assistance. Their specialized services mean clients can expect tailored advice and strategic planning to achieve their financial goals.

If you're in San Diego and considering financial planning or investment services, it's highly recommended to reach out to High Bluff Private Wealth. Their professional team, accessible facilities, and excellent reputation make them a standout choice in the industry.

To learn more about how High Bluff Private Wealth can help you achieve your financial objectives, or to schedule an appointment, visit their website at highbluffpw.com. Don't wait to take control of your financial future – contact them today

👍 Reviews of High Bluff Private Wealth

Gary G.

5/5

“Thanks to you both for your professional and person assistance! Joanie and I are both very confident in your experience and skill in helping us through this life transition!” This was my reply to Mike and Caleb after working through some challenging financial decisions. I have only had positive experiences with the whole team at High Bluff. In this digital world, a human answers the phone and you are treated in a friendly way, shown professional courtesy, and matters are always handled in a timely manner. We have been with this team of caring professionals for over 8 years and they have never let us down!

Joanne C.

5/5

My husband and I have been clients of Michael Shanahan for over 18 years. We met Mike with very little savings and credit card debt. But we had a goal: Get out of debt, create savings for financial security and early retirement, while balancing our finances to still enjoy life along the way.
It takes patience and commitment from us and our advisors. We diligently followed the plan that Mike and his teamed created. We celebrated each milestone to reach our goals. And now we are overjoyed, that with Mike and his team, we have met all of our goals and are now realizing our dreams. Mike is incredibly dedicated to his clients and builds trust that is gained and well deserved.
Thank you Mike, Claire, and Caleb — we appreciate all of the years working together and many more years ahead as you continue to help us navigate this next chapter of enjoying and protecting our hard work and rewards.
Without a doubt, we wholeheartedly recommend High Bluff Private Wealth to anyone who is serious about reaching financial success.

Amy S.

5/5

High Bluff Private Wealth/LPL has been exceptional to work with. The amount of time and personal coaching they have provided has effected my life in so many positive ways.
When I first spoke with Claire, she shared with me how much she enjoys her job. She has a passion to help women build their knowledge in financial planning and see them succeed. I am grateful I chose High Bluff Private Wealth. I feel confident now with my financial goals and better prepared for my future. I can 't thank them enough.

Tony T.

5/5

My wife and I have been working with High Bluffs and it predecssor organization for over 10 years. We have been very satisfied with the performance of our investments and, as important, the relationship with Mike Shanahan and his predecessor, John Overland. We have recommended High Bluffs to family members and both our son and youngest daughter have account relationships with the firm. Several years ago a donor advised fund was suggested to us as a means of improving our income tax situation. With Mike's assistance we have established that account and have benefited financially from it. We strongly recommend High Bluffs to anyone seeking sound, appropriate and ethical investment assistance.

Wendy W.

5/5

I have been impressed with the team at High Bluff - first with Micael Shanahan, and the later with Claire Shinholser. After losing my husband - who always dealt with our finances - I felt rudderless and somewhat nervous. Michael and Claire provided help and assurance, and now I always feel free to pick up the phone and call their office. I also hear from Claire quite regularly - whether it be in answer to a question or for her to provide me with an account review and update. In a difficult financial climate, my accounts have performed well, which provides me enormous comfort and relief. You can't go wrong with High Bluff Private Wealth.

Ryan W.

5/5

I've been with High Bluff for a few years now and it was the best decision I could have made for my business and my family. I'm an entrepreneur and owner/operator of a small business here in San Diego. I'm pretty good at that, but it takes all of my energy. I am great at running a business, but am far from a financial wizard and needed help. Mike and the High Bluff team set my family up for success and continue to do so as my family and business grow. They have helped me lower my tax obligations, set up a 401k, establish college savings accounts, and understand how much I can safely reinvest in my business while still being able to support my family. Because of my partnership with High Bluff, I can grow my business with a clear conscious because I my family has the financial foundations to thrive. It's an awesome team that I completely trust with my financial future

Howard B.

5/5

5 Stars all the way!
This review reflects over 20 years of experience working with Michael Shanahan, and more recently with his staff at High Bluff Private Wealth. In looking at a provider of financial services, I would emphasize both service and financial expertise as being of paramount importance, and Mike and co-workers at High Bluff have maintained an extremely high standard in both areas. Timely, courteous, responsive and even patient are terms that I would apply without reservation. Their newsletter is also informative and balanced. On the technical side, Mike and staff are knowledgeable about a wide range of financial products and associated risks, and fully capable of developing financial plans that reflect different objectives, constraints, and stages in life. I would consider related discussions to be highly informative, and followed up with sometimes painstaking detail to ensure that any program additions or modifications are implemented properly. Please note that their services have also extended to several family members, and I have been more than satisfied with the results across the board.

Sofia B.

5/5

My experience with Michael and Claire has been excellent. Our search for a financial planner has landed me in a place where an entire team is available to support my family needs. I looks forward to many years of a successful relationship.