Waypoint Financial Partners
256 Witherspoon Way, El Cajon, California, United States
About the Waypoint Financial Partners
Waypoint Financial Partners is a leading finance institution located at 256 Witherspoon Way in El Cajon, California, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each individual's unique needs. Whether you are looking to invest, plan for retirement, or manage your assets, Waypoint Financial Partners is here to help guide you on the path to financial success. Contact us today to learn more about how we can assist you in reaching your financial goals.
256 Witherspoon Way Ste D, El Cajon, CA 92020, United States
Opening hours of Waypoint Financial Partners
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 Waypoint Financial Partners
"Our family recently relocated from Europe. Diedre Kruse from Waypoint Financial was able to provide comprehensive guidance on establishing ourselves financially in the US. She was professional, experienced and happy to help field all of our questions. Our trusted relationship with Waypoint lessens the burden on navigating this new system."
"If you are looking for great financial advice, the professional people at Waypoint Financial Partners are the solution. Not only are they personal and caring, but their advice will help you achieve a comfortable retirement."
"Waypoint financial has been our trusted partner for planning our family finances for over five years now. Diedre and her staff are always responsive, and really look at all of the potential angles for reducing our tax liability and planning our investments for the future. I would HIGHLY recommend Waypoint for all of your financial planning needs!"
"There are lay people here who do taxes and have been suspended with the FTB and IRS. Please do your research before using this company. They will mess up your taxes"
"Waypoint is always a pleasure to work with. Diedre and her staff are always patient, professional, and informative; taking the time to answer and explain any questions I may have regarding taxes or investment options. Their knowledge and commitment to customer service never fails to impress me. I highly recommend them for anyone in need of financial services."
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