The 30 Best Inheritance management in San Diego, California

“Nicole D'Ambrogi is with no doubt, the best estate planning attorney that we have worked with. My wife and I were shopping around, interviewing those that would allow us to meet with them for a planning interview (you'd be surprised at how many attorneys did not want us meeting with them for an introduction), and Nicole took charge immediately, "scolded us" for allowing our estate to lapse, and brought us up to date with today's rules/laws! She immediately helped with our all-encompassing estate planning. We were really in the dark with our real estate, our personal savings, retirement accounts, and our now adult children, and how the future of those complicated items just needed to be organized, and put in print. Avril runs the front end of Ms. D'Ambrosi's business, and their combined team, is top notch! I have referred several friends and family to San Diego Legacy Law, and I always hear back the same rave reviews!”

“Our experience was great. Our hosts walked us through all of our questions and made our Living Trust process very easy and professional. Thanks Seth and Susanna for your help!”

“I was recently referred to Troy from two different family members to help me with investing and retirement planning. I have been extremely impressed with his knowledge and availability. I own a small business and he has already given me tips and strategies particularly with regards to saving on taxes. I am confident that I will be able to achieve my goals with his advice.”

“Professional and very helpful workers. Shirley at the front desk greeted us and was very sweet and Graydon has been very hands on in helping us manage our retirement accounts.”

“I had been putting off establishing a living trust for nearly 8 years. I finally reached out to a few places to talk through the process and price out my options. Justin Isaac and the LBJ group made an immediate impact. The process was SO painless. They queued up a questionnaire to complete and once I had that submitted, they get to work. They were EXTREMELY thorough and explained all components and options of establishing a trust in layman's terms. I will recommend LBJ group to all those who have yet to establish a living trust. TOP NOTCH!”

“I left my husband with little to nothing, except all of our debt. I was so scared, ashamed, and embarrassed to even think about bankruptcy! I found Jeff and he talked me though the process and answered every question. He helped me weigh the options and ultimately, I decided bankruptcy was the best option for me to start my new chapter. He was very informative and quick to respond during the process. Most importantly, he genuinely cares! He was kind, patient, empathetic and understanding through it all! I would recommend him to anyone and everyone who needs his services!”

“I found Jacqueline very thorough and professional in helping me create some unique provisions in my amended living trust! I highly recommend her !!”

“10 year client, very pleased with Nathan Medina, he's the best. No worry retirement.”

“To have Danny as my financial advisor is the best idea my daughter and I had since my husband passed away in 2021. He is smart, knowledgeable, patient, kind, nice, and talented. What else? I trust him and I trust in his advices. He is the best!!”

“I started going to San Diego Wealth Management when I finally realized that I could use a little professional help after managing my own money, with moderate success, for forty years. Kathleen has been my primary Financial Advisor and she has been great. She has been willing to stay well past their normal hours in order to sit with my wife and I and discuss options and plot out our upcoming retirement. One thing that was also helpful was bringing in a lifestyle coach that helped us define exactly what we expected our "Golden Years" to look like. It is one thing to stop working, it is quite another to set a realistic expectation as to what you will do with your time. Then, with Kathleen's help, we were able to put together a financial plan to ensure that we could enjoy our retirement without worrying about running out of money before we ran out of time. I can honestly say that with San Diego Wealth Management's assistance, my wife and I are not only looking forward to our retirement, but were are starting it years before we thought we could.”

“Greg Davis is a professional I have associated with for over 2 decades and he has always been a good listener, thoughtful, and willing to go above and beyond to be of service.”

“We have used this company for 30 years and hit every financial target we aimed for!”

“Very professional office. I've been investing with John Sutherland from this office. Looking forward to retirement!”

“William is so approachable, friendly, and knowledgeable. He works with me every step of the way and is always ready to answer any of my questions. I am so thankful for his advice and guidance! It has been such a wonderful experience working with him over the last several years.”

“Good people that really get to know you. Very impressive results too!”

“Awesome results!! saved my business over $55,000 in tax and penalty!! will send everyone I know to refer I could not believe the results I got”

“David has truly been one of my greatest business assets, and I firmly believe that without his help in bookkeeping, accounting, and end of years taxes we'd be in a completely different place. David, I can't thank you enough for your attention to detail, and your attentiveness! You're absolutely fantastic!”

“The IRS sent us a notice stating that we owed $550K in taxes for the sale of a home. We were in panic mode. The Tax Law Center instantly evaluated the issue and worked with us to consolidate all the required information. They submitted the correct forms and handled every detail in a timely manner. Their lawyers and CPA did a fantastic job of reducing the debt to $550. There is no way I could have personally provided the necessary forms. I highly recommend the professionals at Tax Law Center.”

“The team at Pacific Wealth Management provides wonderful financial guidance. They make all recommendations based on what's in their clients' best interests. Thank you for all your help Margie and the entire PWM team!”

“This is a wonderful company with great people!”

“I don't often (ever) write reviews however Suzette this year, as with all previous years, has gone above and beyond to provide the best tax services. I have used San Diego Tax Services for approximately 4 years. I have never once been disappointed or have looked elsewhere. It's extremely difficult to find someone you can trust that you feel has your best interest in mind. When you find them, as I have with Suzette, you don't want to let go. She has helped every year with the obligatory tax season stuff but has also been available for "off season" tax questions. That's an amazing resource to have. If you have any questions or doubts, don't. Give her call, set up an appointment and enjoy the feeling of not having to worry.”

“They are so sweet every time I go in and they always call me by my name. They are extremely professional, but always down to earth. Thats why I stay with them..”

“Very nice staff. Peter the Physical Therapist and doctor was extremely personable and helpful!”