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Canter Wealth
7825 Fay Avenue, San Diego, California, United States
About the Canter Wealth
Canter Wealth is a leading finance institution located at 7825 Fay Avenue in San Diego, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Canter Wealth is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Photos of Canter Wealth
7825 Fay Ave #140, La Jolla, CA 92037, United States
Opening hours of Canter Wealth
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:
Closed
Sunday:
Closed
Reviews of Canter Wealth
"The tax and retirement course that Landon Flynn and Luke Podbury hosted taught me so much about finances and investing for retirement and how much tax also impacts our retirement. Luke met with me individually to answer all my questions and to help me develop a solid financial plan to support my future. I highly recommend the course and Canter Wealth for your finance advice. They truly care and went the extra mile to ensure I was educated about finances and had a plan to move forward with to be successful. Thank you."
"Michael Bernier and the entire Canter Wealth team (like Min Jo) have been awesome to work with. They’re everything you could ask for…attentive, helpful, on top of everything, and they make sure you are, too! The service Michael has provided has been so much better than we received from the private client team at the big banks. His advice has helped us clean up more than we ever expected. We’re really looking forward to implementing his long term plan, and more so, we’re looking forward to working with him to make it happen!"
"Working with Canter has been helpful and very informative. I feel they have my best interests in mind and will guide me safely into retirement. I can't tell you the sense of relief and comfort this gives me looking toward my future/next chapter."
"This review is dedicated to Luke P who deserves five stars. I had only met with a financial advisor once before and being a novice in financial planning, I was impressed by Luke's ability to simplify complex systems. Within the first five minutes, he provided me with valuable insights. Our conversation went on for over an hour and Luke was able to present a simple and effective plan that catered to my needs, introducing me to concepts I had not heard of before. If you plan on visiting Canter Wealth, I highly recommend asking for Luke P. Thanks again for everything. I'll definitely see you soon when I'm ready to move up to the next level!"
"I've been working on my retirement plan with Luke Podbury at Canter Wealth since completing the Tax & Retirement Planning Education course which he taught. The course was very informative and detailed. It covered retirement topics including financial basics, retirement income (SS benefits, traditional IRAs, pension plans, 401k, etc), investments, risk management, and estate planning. After several one-on-one sessions with Luke, I've gained invaluable information, specifically how to move assets from one pool to another which in the end will reliably result in hundreds of thousands in tax savings at the time of retirement without reducing my current standard of living. I'm sure this will help my wife and I retire earlier than previously planned. Most importantly, when it comes to Financial Planning, I find Luke to be exceptionally knowledgeable and trustworthy."
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