Pacific Wealth Management - San Diego, California

Overview of Pacific Wealth Management

Pacific Wealth Management (PWM) stands out as a reputable financial entity tailored to meet the diverse needs of its clients. Located at 11512 El Camino Real #350, San Diego, CA 92130, PWM is easily accessible to those seeking expert financial advice and planning in the beautiful city of San Diego. The firm's phone number, 8585099797, is readily available for potential clients who wish to discuss their financial future over the phone.

Their website, pacwealth.com, serves as a valuable resource for clients to learn more about their services, which include Financial Consulting, Financial Planning, and Investment Services. For those who appreciate the convenience of knowing what to expect, PWM's website also offers detailed information about their approach and specialties.

Accessibility and Convenience

PWM is committed to providing an inclusive environment. The office boasts a wheelchair accessible entrance, parking lot, and restrooms, ensuring that clients with mobility needs are well- catered for. This attention to detail reflects the company's dedication to serving a wide range of clients comfortably and efficiently.

Client Reviews and Satisfaction

The testimonials speak volumes about PWM's success in building lasting relationships with their clients. With 18 reviews on Google My Business, the average opinion is a remarkable 4.8/5. Clients rave about the team's experience, spanning over 15 years, and their ability to navigate the complexities of financial markets with confidence. One glowing review mentions a sense of security and hope for the future, highlighting the trust clients place in PWM's strategy.

Recommendations for Prospective Clients

For anyone considering PWM, it's recommended to schedule an appointment in advance, given their dedication to personalized service. The recommendation to do so ensures that prospective clients can benefit from a tailored consultation. The office's wheelchair accessibility and other conveniences make it easy for anyone to visit, regardless of mobility needs.

Final Recommendation

Given the high level of client satisfaction and the comprehensive financial services offered, consider reaching out to Pacific Wealth Management to discuss your financial goals. Their approach, backed by years of experience and a commitment to client service, could be the key to securing your financial future. Visit their website at pacwealth.com to learn more or to schedule a consultation. Don't miss this opportunity to take control of your financial destiny with a team that truly understands your needs and has the expertise to meet them.

👍 Reviews of Pacific Wealth Management

C. M.

5/5

With over 15 years experience with this great team, I am proud to pass along a glowing recommendation. Through life's high and lows and interest rate swings, PWM has provided guidance and care and have given my family an overwhelming sense of security that we are in good hands. As a retired banker who no longer wanted the responsibility of tracking these crazy markets, I have confidence in the strategy they employ. Our golden years are filled with hope and confidence with this team at the helm.

Mike T.

5/5

I appreciate Jim, Justin, Mike and Melody for helping me with my retirement account. They are professional, courteous, knowledgeable and very helpful. I highly recommend the Pacific Wealth Management team

Milam F.

5/5

Justin and Isaac and the PWM team are professional, efficient, kind and immensely helpful! I value them as an important resource—a combination of both pragmatic assistance and knowledge AND emotional sturdying in the complicated realm of money.

Ira S.

5/5

Pacific Wealth Management is an excellent financial advisory firm. My wife and I have really enjoyed working with Jim, Justin and their team over the past 3+ years. We sought their advice during the last few years prior to our retirement when we decided to move our account away from one of the larger wealth management firms. We found them to be knowledgeable, responsive, creative and strategic. We like that the size of the firm allows us to work directly with its senior members. Despite the volatility in the financial markets resulting from Covid-19 and its aftermath, PWM has managed our portfolio admirably. We highly recommend PWM if you are looking for a wealth management advisor.

James O.

5/5

We've been working with Pac Wealth of San Diego for over 25 years. Pac Wealth, it's leadership management team including Jim & Justin Kuntz and the rest of the company has been top-notch in all aspects of our wealth management efforts. From proper investment strategies to tax mitigation efforts, Pac Wealth has made good things happen for us. The customer service responsiveness, thoroughness in research and wonderful rapport have made all our interactions not only highly productive but thoroughly enjoyable. No doubt about it --- Highly recommend Pac Wealth !

Eric M.

5/5

Pacific Wealth is a great financial advisory firm. I have really enjoyed working with Jim, Justin and the rest of the Pacific Wealth team. They are very experienced, knowledgeable and responsive. Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.

Mark D.

5/5

We’ve worked with Pacific Wealth Management for a number of years. They have consistently provided high quality insight and guidance, and this has served our portfolio very well. They’re very pleasant to work with and have provided excellent financial advice related to various life events and situations over time. We recommend Pacific Wealth Management without hesitation!

Barb W.

5/5

Pacific Wealth Management’s expert team of professionals are some of the best, anywhere. As our family has grown and moved seven times around the country, we have continued to rely on their professional guidance, built on a foundation of experience, research and resourcefulness. They embrace their responsibilities seriously, understand our financial objectives and always act in our best interest. We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement adventures. Pacific Wealth Management has delivered consistent value to our family for more than 20 years and we look forward to the next 20.