RockSteady Financial Group - San Diego, California

Address: 4455 Murphy Canyon Rd #100-20, San Diego, CA 92123.
Phone: 8583812653.
Website: rocksteadyfinancialgroup.com
Specialties: Financial consultant, Counselor, Debt collection agency, Disability services and support organization, Estate planning attorney, Insurance broker, Life insurance agency.
Other points of interest: Identifies as Asian-owned, Identifies as Black-owned, Identifies as Indigenous-owned, Identifies as Latino-owned, Identifies as veteran-owned, Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of RockSteady Financial Group

RockSteady Financial Group 4455 Murphy Canyon Rd #100-20, San Diego, CA 92123

⏰ Open Hours of RockSteady Financial Group

  • Monday: 9 AM–7 PM
  • Tuesday: 9 AM–7 PM
  • Wednesday: 9 AM–7 PM
  • Thursday: 9 AM–7 PM
  • Friday: 9 AM–7 PM
  • Saturday: Closed
  • Sunday: Closed

Overview of RockSteady Financial Group

RockSteady Financial Group, located at 4455 Murphy Canyon Rd #100-20, San Diego, CA 92123, stands out as a comprehensive financial services provider owned by Asian-owned, Black-owned, Indigenous-owned, Latino-owned, veteran-owned, and women-owned individuals. This diverse ownership not only enriches the company culture but also ensures a wide range of perspectives in their financial consulting and services. Clients seeking financial guidance, debt collection support, disability services, estate planning, insurance brokerage, or life insurance can find a one-stop solution here.

Key Services Offered

The company boasts an impressive array of services catering to diverse financial needs:

  • Financial Consulting: Helps individuals and families align their finances with their goals.
  • Counseling: Provides emotional and financial support to navigate challenging situations.
  • Debt Collection Agency: Offers professional assistance in managing outstanding debts.
  • Disability Services: Supports individuals with disabilities in various financial matters.
  • Estate Planning Attorney: Ensures your assets are managed and protected posthumously.
  • Insurance Broker: Connects clients with suitable insurance policies.
  • Life Insurance Agency: Specializes in life insurance needs.

Accessibility and Appointments

RockSteady Financial Group prides itself on accessibility, offering online appointments, onsite services, and a wheelchair-accessible entrance, parking lot, and restroom. This commitment to inclusivity ensures that everyone, regardless of physical ability, can access their services comfortably. While appointments are required, it's highly recommended to schedule them in advance to secure your convenience.

Customer Opinions

The average opinion on Google My Business for RockSteady Financial Group is a remarkable 5/5. One testimonial highlights how Marshall has been instrumental in transforming financial thinking and securing a future for himself and his daughter. Described as extremely helpful, knowledgeable, and trustworthy, Marshall embodies the commitment to customer service that defines this company. Clients appreciate the personalized approach and the extra effort put into each case, reinforcing the company's reputation for excellence and reliability.

Recommendation

For anyone looking to navigate the complex world of finances with confidence and clarity, RockSteady Financial Group is an exceptional resource. Their diverse expertise, combined with a dedication to accessibility and customer satisfaction, makes them a standout choice in San Diego's financial services landscape. Don't hesitate to visit their website at rocksteadyfinancialgroup.com to explore how they can assist you in achieving your financial goals. Whether you're seeking initial advice or need ongoing support, RockSteady Financial Group is ready to help you step into a more secure financial future.

👍 Reviews of RockSteady Financial Group

RockSteady Financial Group - San Diego, California
Dawn E.
5/5

Marshall has helped me turn around my financial thinking and move forward on securing my future for myself and my daughter. He extremely helpful and knowledgeable. Goes above and beyond for his customers and extremely trustworthy. I have been getting help from him for over a year now

RockSteady Financial Group - San Diego, California
Sara L.
5/5

Mr. Sims provided us with excellent service. He helped us set up two living trusts. Mr. Sims explained everything to us. We received a lot of useful information related to our not very simple case. Everything was done online, website easy to navigate and for comparably moderate price. I want to thank Mr. Sims for being so knowledgeable helpful.

RockSteady Financial Group - San Diego, California
Jaee S.
5/5

Mr. Sims is knowledgeable, very helpful in choosing appropriate services

RockSteady Financial Group - San Diego, California
Alexander L.
5/5

Professional, knowledgeable and responsive!

RockSteady Financial Group - San Diego, California
seth B.
5/5

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