9AM - 4:30PM
4747 Executive Dr Suite 1010, San Diego
Financial Planners
“Ryan, Peter, and the team at Bull Oak are not only skilled advisors, they are thoughtful as well. Often the first thing that comes to mind when looking for an advisor is managing investments. Bull Oak does this of course--their philosophy is logical and evidence-based. But they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, for example. They have done this while also factoring in our goals and values. They are also a delight to work with. We highly recommend Bull Oak Capital.“
8:30AM - 3:30PM
2221 Camino del Rio S STE 307, San Diego
Financial Planners
“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.“
“Emilio and his team have looked after my accounts for more than ten years. Simply put, I just never worry. They answer when I call, answer all my non-financial minded Engineer questions and keep me apprised of what's going on. Very Happy With the Team! MJ“
“Brian was referred to us by a close friend. He was a tremendous help in some major financial decisions. We plan on using him for future services. We definitely will be referring family and friends to Brian.Thank you!“
“I have been going to Premier Wealth, and my tax man, Mr. Gary Dennis, for 20+ years. He is amazing. I have never been unhappy or concerned about my finances because Mr. Dennis is very knowledgeable and has been in the business for years. I have followed him, and the company, as they have expanded over time. I will continue to be a client because I know they are reputable and know all about me even before I file my taxes.“
“Edie is an extremely experienced and knowledgeable accountant. She skillfully handled the multiple, complex tax returns for our large corporation for 15 yearsas well as our personal returns for 25 years. We have referred her to many friends and colleagues and will continue to do so.“
“We have consulted and sought input and advice from Illumination Staff for many years now about a variety of financial ,retirement ,investment and a diversity of related topics.Most recently, I had extensive interaction with most of the staff for one reason or other, having to do with relocation of our residence.They were most helpful in helping us navigate through a range of issues, financial and otherwise, a normally stressful experience.Norman, Christopher, Stephanie, Jenna, Kathleen and Daniellewere invaluable and their assistance is greatly appreciated.“
“Outstanding. Highly recommended. Fast and very professional. My taxes are good to go now. Very reasonable price too.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“We meet with Danny twice a year for our semi-annual meeting. Every time, during and after our discussions, I marvel at Danny's ability to keep everything relating to our accounts under his close control, to be well aware of our needs and what could help us to make better choices as to our investments and what steps to take to ensure the wealth growth.Danny is very knowledgeable, highly resourceful, responsible, and always ready to advise us on the best possible outcome of our investments. We trust that Danny has our interests at heart and trust his expertise and experience. Over the years, it feels like Danny became a part of our extended family; at least, this is how we think and relate to him.Our decision to work with Danny was the right decision for our us. If you are considering whether to have a financial advisor, we highly recommend you consider Danny Michael and Satori Wealth. With Satori Wealth, you are in very capable and dependable hands.“