Tidemark Financial Partners - San Diego, California

Tidemark Financial Partners, located at 5405 Morehouse Dr UNIT 345, San Diego, CA 92121, United States, is a prominent financial planning firm that specializes in providing comprehensive financial planning services to its clients. The company can be contacted via phone at 858-925-8000 or through their website at tidemarkfp.com. Their specialization in financial planning sets them apart in the industry.

The company offers a range of services, including but not limited to investment management, retirement planning, estate planning, tax planning, and insurance planning. They cater to a wide variety of clients, from individuals to businesses, ensuring personalized solutions for each client's unique financial goals.

One of the key points of interest at Tidemark Financial Partners is their commitment to accessibility. The facility is equipped with a wheelchair-accessible car park, entrance, and toilet, making it convenient for all clients to access their services. It is also recommended to book an appointment in advance for a more seamless experience.

With a strong reputation in the financial planning sector, Tidemark Financial Partners has garnered 17 reviews on Google My Business, averaging a remarkable 5/5 rating. This high level of satisfaction among their clients is a testament to their dedication to providing top-notch services and personalized attention.

👍 Reviews of Tidemark Financial Partners

Cristina I.

5/5

Where do I begin? First and foremost, Tyler from Tidemark Financial Partners came highly recommended to me by my CPA, and now I know why! I don’t recommend anyone doing what I did, but I had to find a Financial Planner and Third Party Administrator mid December to apply for, open and fund a corporate sponsored 401 (k) plan by December 31st. This is not something just any ‘ole Financial Planner can whip up and this is NOT an easy task, but Tyler went above and beyond to make it happen and with days to spare! He and his team are incredibly respectful, immediately responsive to calls and emails and Tyler takes the time to really explain everything so I can understand the information. Tyler is a friendly and patient person and very professional. I am beyond impressed and look forward to many years of working together! Thank you for the top notch service! ~Cristina I.

sara K.

5/5

My husband and I recently met and spoke with Josh regarding our retirement planning, and we couldn’t be more pleased with the experience. Josh explained everything in simple, easy-to-understand terms, which made the entire process much less daunting. We never felt pressured to make quick decisions or choose options we weren’t comfortable with. Instead, Josh listened to our needs and wants, and crafted a plan that felt personalized and aligned with our goals. It was refreshing to work with someone who genuinely cares about what’s best for us. I highly recommend Josh to anyone looking for a thoughtful and supportive person who can help with planning for retirement.

Kathleen G.

5/5

The team at Tidemark is OUTSTANDING! We specifically work with Tyler who is very reliable, knowledgeable, always courteous, prompt in answering questions and explaining their answer in a way that is easy to understand. A complete Customer-centric company.

Krystal R.

5/5

My Husband and I have been working with Tidemark for quite some time now. Tyler has been wonderful in guiding us with our investments as well as helping us set up a business simple IRA plan for our employees. From start to finish he has always been honest and given us amazing feedback. Earlier this year we lost a family member unexpectedly, and Tyler and his team were there to help us with all of the questions, meetings and making sure we had everything set up correctly. I would 10/10 recommend Tyler and the entire Tidemark Team.

Sean F.

5/5

Tyler Abney at Tidemark has done an incredible job with my account. Yes, he’s making sure my accounts are in order and accruing, but what really makes me happy is how much he is interested in what I want out of the accounts. His concerns for what I want for me and my family go far beyond simply making more money on them to benefit himself. The hospitality and care is why I will not leave.

Erica J.

5/5

I highly recommend Tidemark and their associates, particularly Anthony McLean. I've been working and planning my financial future with him for over two years. He is very personable, knowledgeable and has expertise in multiple markets, saving strategies and financial planning. More importantly, Anthony has integrity and I believe he's more concerned about your investments and your financial future than making commissions and money for the organization. I will continue to utilize his services for many years to come.

Lisa H.

5/5

Tyler Abney is amazing! He's been my financial planner for about 15 years, and has always been available to meet with me. As a first time investor setting up a 403b, I had no idea what I was doing. Tyler walked me through step by step and made me feel so comfortable. After 15 years, my investments continue to grow and Tyler continues to help me plan for retirement in the future. Friends have thanked me for recommending Tyler to them. Whatever stage of retirement/investment planning you are in, Tyler at Tidemark Financial Partners is the person to go to.

Marie R.

5/5

I am enjoying my retirement all due to the sage financial advise from Josh Stipch. He has guided me for several years and I recommend him to my family and friends. I love his forthright attitude and he listens to all my questions with a all sense of humor and high standards of professionalism.