PTM FINANCIAL - San Diego, California

PTM Financial, located at Address: 12348 High Bluff Dr Suite 240, San Diego, CA 92130, United States, is a trusted financial firm that offers expert financial planning, consulting, and investment services. With a phone number: 6193501110 and a user-friendly website: ptmfinancial.com, they are always ready to assist clients in achieving their financial goals.

As a dedicated financial planner and consultant, PTM Financial specializes in offering personalized financial strategies, including retirement planning, estate planning, tax planning, and investment management. Their experienced team of financial advisors is committed to delivering investment services tailored to each client's unique needs and risk tolerance, ensuring the growth and protection of their hard-earned assets.

Some of the key features that make PTM Financial stand out include:

1. Online appointments: Clients can easily schedule consultations through the firm's website, making it convenient for those with busy schedules.
2. On-site services: PTM Financial provides face-to-face meetings and consultations, allowing clients to build strong relationships with their advisors.
3. Language assistance: The firm accommodates clients who speak different languages, ensuring clear communication and understanding.
4. Wheelchair-accessible facilities: PTM Financial's office is equipped with wheelchair-accessible parking, entrances, and restrooms, catering to clients with mobility challenges.

With a strong opinions: 5/5 rating based on 7 reviews on Google My Business, PTM Financial has proven its dedication to client satisfaction. Many clients praise the firm's knowledgeable advisors, personalized approach, and consistent communication.

PTM Financial comes highly recommended for those seeking professional financial guidance. By visiting their website, ptmfinancial.com, potential clients can learn more about the firm's services, team, and client success stories. Schedule an appointment today and take the first step toward a secure financial future.

Reviews of PTM FINANCIAL

Carole Droege

5/5

We would never consider having anyone else handle our investments. The staff is nothing less than amazing and we trust all of them life family. They are available for questions and when changes need to be made and while being professional; they are so friendly and a pleasure to deal with. They make us feel like we are the most important client. We would never hesitate to refer them to any of our friends or family. Carole and Dave D. 23-Year Clients

Rich Yousko

5/5

From building our business to planning our retirement, we have had a sense of comfort and security thanks to our partnership. We have been fortunate to be professionally guided through our financial journey by an advisor who possesses a wealth of knowledge that he uses to strategically build, guide, and adjust plans to meet our goals

Sam Mietling

5/5

Truly Exceptional ! My financial advisor provides personalized attention that makes me feel like I'm his only client. He has the unique ability to explain market forces in lay terms that even I can understand. From the start he explained a clear strategy to achieve my goals. My expectations have been exceeded by far and I highly recommend him without reservation !!

Davis Gammage

5/5

We could not ask for more and we feel fortunate. My wife and I appreciate the frequent communication, the solid counsel, early insights, and very sound options that have been recommended for us during our partnership. We have skillfully navigated through good economic times and bad, including the Global Financial Crisis of 2008, more recent monetary policy changes, and many other events in between.

Byron Blocker

5/5

PTM FINANCIAL, has been managing everything for me so I can enjoy my senior years traveling. I am living out my dream ! PTM is always available and easy to reach whenever I need something explained . I can Trust that they are doing what is best for me. I’ve never had any problems or concerns . I would highly recommend to friends and family. I’ve been with them for over two decades….

Sharon Nachison

5/5

Wisdom, Expertise, and Integrity. James is careful, considerate, and always looking for growth opportunities balanced by secure diversification. He and his staff have consistently taken great care of us over the years always with a personal touch. We highly recommended them.

Juan Barrera

5/5

James is very proactive with regular communication to explain worrisome market trends; that has provided us the peace of mind necessary to fully enjoy retirement.