WestPac® Wealth Partners (San Diego)
5280 Carroll Canyon Road, San Diego, California, United States
About the WestPac® Wealth Partners (San Diego)
WestPac® Wealth Partners in San Diego is a leading finance and insurance agency located at 5280 Carroll Canyon Road. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, retirement planning, or insurance solutions, we are here to provide personalized strategies tailored to your specific needs. Contact us today to learn more about how we can help you build and protect your wealth.
Photos of WestPac® Wealth Partners (San Diego)
5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121, United States
Opening hours of WestPac® Wealth Partners (San Diego)
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of WestPac® Wealth Partners (San Diego)
"Nichole is highly skilled in her work. She has successfully built a team of top-notch professionals in the industry to offer clients complete financial planning services without any pressure. Nichole's extensive approach towards clients includes managing assets, building wealth, offering tax strategies, and forecasting for post-retirement income. I have personally referred many of my family and friends to Nichole / WestPac®, and I will undoubtedly continue to do so."
"Update!! These guys are making their employees write positive reviews to falsely elevate their very poor ratings due to their bait and switch tactics and just straight dishonest practices about what they actually do!!! Don’t be scammed by them or their false positive reviews that they made their employees right! How desperate do you have to be to boost your ratings!! To say I was disgusted with this company would be an understatement. First off, I was completely misled and lied to. This “financial advisor” is simply an insurance agent who is trying to talk you into policies you don’t need to make a commission. I was given ZERO financial advise and wasted hours of my time. I thought I was attending a “meeting” where I would learn about the financial advice they offered and instead I was asked all about my financial information and asked for all of my account information. Then I was told, in the NEXT meeting, we would discuss financials. This next meeting was simply a SALES pitch for insurance. Alec tried to convince us that our 3 million of life insurance wasn’t enough and with another policy that I’m sure included a really nice commission for him, our lives would be really “secured”. Cue sleazy used car salesman vibes here. I lost several hours of my extremely busy life to take a life insurance sales pitch (which I DIDNT NEED!!) Be honest about what you do. Nobody wants to hire someone who is dishonest from the front."
"I’ve been a part of the WestPac Wealth Partners team for many years and our advisors are second to none in terms of assisting our clients in all aspects of their financial lives. We dedicate ourselves to creating a lasting impact for our clients. We’ve been recognized across the nation as a “Best Places to Work” for a good reason. We go above and beyond! I couldn’t be prouder to be a part of the WestPac Wealth Partners team."
"WestPac Wealth Partners is an extremely comprehensive financial planning firm. As a client for the past eight years, they have handled all aspects of my business and family finances –including tax planning, risk management, investments and insurance. As a firm, West Pac Wealth Partners is cutting edge. They take a holistic approach and are very ethical and transparent in their disclosures and explanations. They act as my de facto Chief Financial Officer and work on my behalf with CPAs, lawyers and other advisors and have provided innovative ways to protect and grow my assets. We meet several times a year to review my personal and business finances and I can count on them to take actions consistent with our strategy. I strongly recommend WestPac Wealth Partners to any business owner."
"Working with WestPac Wealth Partners has been a great launching point for my career! As part of the marketing team, I have rubbed shoulders with many of WestPac's financial representatives, assistants, and staff. The people here at WestPac are incredibly hardworking and motivated. They also genuinely care about their clients' well-being and keep their best interests at heart. WestPac has been very supportive as an organization, providing me and everyone who works here with the tools and resources needed to succeed. I have flexibility with my schedule, room to make my own decisions, and the ability to work on projects that will help me gain the skills necessary to succeed in my future career. The team I work with daily is also very supportive and wants to help me succeed. Teamwork is a big part of the WestPac culture, and I have certainly felt that during my time here. If you're looking to join a fast-paced, collaborative, hardworking company culture, look no further than WestPac!"
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