Wilsey Asset Management - San Diego, California

Wilsey Asset Management: A Comprehensive Overview

Address: 10620 Treena St Suite 100, San Diego, CA 92131, United States.

Phone: 8582240004.

Website: wilseyassetmanagement.com.

Specialties: Financial consultant, Investment service.

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions and Reviews

This company has 6 reviews on Google My Business with an average rating of 5/5.

Customers often praise Wilsey Asset Management for their exceptional service and dedication to their clients' needs. For instance, one client mentioned how Brent and Chase, the company's representatives, are kind and good-hearted individuals who always follow up on any questions regarding their investments. Furthermore, the entire staff is described as easy to work with and highly supportive.

Another positive aspect highlighted by clients is the company's efficiency in handling administrative tasks, such as submitting 5500 forms to the IRS in a timely manner. Moreover, clients appreciate the weekly reports provided by Brent, as they offer valuable insights into the financial market and help clients grow their investments.

Based on these reviews and the company's strong reputation, Wilsey Asset Management appears to be a top-notch financial consulting and investment service provider.

Final Recommendation

If you are considering seeking professional financial advice or investing services, Wilsey Asset Management is a highly recommended option. With their exceptional customer service, expertise, and commitment to client satisfaction, they are well-equipped to help you achieve your financial goals. We strongly encourage you to visit their website for more information and to get in touch with their team directly.

👍 Reviews of Wilsey Asset Management

Chayo M.

5/5

After interviewing a few financial advisors, I chose Wilsey Asset Management for a few reasons:
Brent and Chase are kind and good hearted individuals. They always follow up on any questions I have regarding my investments. The entire staff is easy to work with and ready to assist in what I need. When questions came up about the 5500, they were there to help to get it submitted to IRS in a timely manner. I enjoy reading Brent's weekly report, he is always on top of what's happening to help his clients grow their investments. Glad I made the switch!

Matthew F.

5/5

I would highly recommend WAM to anyone looking for a financial advisor. Chase and the entire team is very professional, helpful and take the time to get to know you and your individual financial situations and also provide fast and efficient answers to any questions or requests. Highly recommend!

jason R.

5/5

Wilsey Podcast has given us great input and help with our proprietary investment formulas we use. Have listened for many years.

Todd B.

5/5

Heather H.

5/5

Daryl T.

5/5