PTM FINANCIAL - San Diego, California

About PTM Financial

PTM Financial, situated at 12348 High Bluff Dr Suite 240, San Diego, CA 92130, stands out as a premier financial services provider in San Diego. With a contact number 93501110, potential clients can easily reach out to schedule consultations or seek advice. The company's website, ptmfinancial.com, offers a wealth of information about their services and approaches, making it a go-to resource for anyone looking to enhance their financial well-being.

Key Features and Services

PTM Financial prides itself on a comprehensive range of services tailored to meet diverse financial needs. Their specialties include:

• Financial Planning: Crafting personalized financial strategies to help clients achieve their goals.
• Financial Consulting: Providing expert advice on investment decisions and financial management.
• Investment Services: Offering a suite of investment options to grow clients' wealth.

Accessibility and Convenience

Understanding the importance of accessibility, PTM Financial offers:

• Online Appointments: Convenient scheduling through their website.
• Onsite Services: Meeting clients in person for personalized attention.
• Language assistance, ensuring non-English speakers are well-supported.
• Facilities fully wheelchair accessible, including entrances, parking lots, restrooms, and waiting areas.

Customer Satisfaction and Reviews

The dedication to client satisfaction is evident in the glowing reviews received by PTM Financial. On Google My Business, the company boasts an impressive average rating of 5/5 based on 7 reviews. Testimonials highlight:

Truly Exceptional My financial advisor provides personalized attention that makes me feel like I'm his only client. He has the unique ability to explain market forces in lay terms that even I can understand. From the start, he explained a clear strategy to achieve my goals. My expectations have been exceeded by far and I highly recommend him without reservation

Happy Client

Recommending a Visit

For anyone looking to navigate the complex world of finances with confidence, PTM Financial offers a reassuring hand. Their combination of expert advice, accessible services, and commitment to client satisfaction sets them apart. To experience their exceptional service firsthand, we strongly encourage you to visit their website at ptmfinancial.com to schedule an appointment or learn more about their offerings. Don't wait to take control of your financial future - let PTM Financial be your partner in success.

This structured recommendation, highlighted with key terms in bold and organized into logical sections, provides a comprehensive overview of PTM Financial, encouraging potential clients to engage with their services with confidence.

👍 Reviews of PTM FINANCIAL

Sam M.

5/5

Truly Exceptional ! My financial advisor provides personalized attention that makes me feel like I'm his only client. He has the unique ability to explain market forces in lay terms that even I can understand. From the start he explained a clear strategy to achieve my goals. My expectations have been exceeded by far and I highly recommend him without reservation !!

Carole D.

5/5

We would never consider having anyone else handle our investments. The staff is nothing less than amazing and we trust all of them life family. They are available for questions and when changes need to be made and while being professional; they are so friendly and a pleasure to deal with. They make us feel like we are the most important client. We would never hesitate to refer them to any of our friends or family. Carole and Dave D. 23-Year Clients

Rich Y.

5/5

From building our business to planning our retirement, we have had a sense of comfort and security thanks to our partnership. We have been fortunate to be professionally guided through our financial journey by an advisor who possesses a wealth of knowledge that he uses to strategically build, guide, and adjust plans to meet our goals

Byron B.

5/5

PTM FINANCIAL, has been managing everything for me so I can enjoy my senior years traveling. I am living out my dream ! PTM is always available and easy to reach whenever I need something explained . I can Trust that they are doing what is best for me. I’ve never had any problems or concerns . I would highly recommend to friends and family. I’ve been with them for over two decades….

Sharon N.

5/5

Wisdom, Expertise, and Integrity. James is careful, considerate, and always looking for growth opportunities balanced by secure diversification. He and his staff have consistently taken great care of us over the years always with a personal touch. We highly recommended them.

Davis G.

5/5

We could not ask for more and we feel fortunate. My wife and I appreciate the frequent communication, the solid counsel, early insights, and very sound options that have been recommended for us during our partnership. We have skillfully navigated through good economic times and bad, including the Global Financial Crisis of 2008, more recent monetary policy changes, and many other events in between.

Juan B.

5/5

James is very proactive with regular communication to explain worrisome market trends; that has provided us the peace of mind necessary to fully enjoy retirement.