Wilsey Asset Management - San Diego, California

Address: 10620 Treena St Suite 100, San Diego, CA 92131.
Phone: 8582240004.
Website: wilseyassetmanagement.com
Specialties: Financial consultant, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wilsey Asset Management

☎️8582240004

⏰ Open Hours of Wilsey Asset Management

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction to Wilsey Asset Management

Wilsey Asset Management is a reputable financial consulting firm located at 10620 Treena St Suite 100, San Diego, CA 92131. The company is dedicated to providing top-notch investment services to its clients and has been successfully serving the San Diego community for many years. Their phone number is 8582240004 and their website can be found at wilseyassetmanagement.com.

Specialties and Services

The firm specializes in financial consulting and investment services. Their team of experienced professionals is committed to helping clients make informed decisions about their financial future, with a focus on personalized attention and tailored solutions.

Accessibility and Appointments

Wilsey Asset Management ensures that their services are accessible to all, with a wheelchair-friendly entrance, parking lot, and restroom available on-site. While walk-ins are welcome, it is recommended to schedule an appointment in advance to ensure a smoother consultation process.

Client Reviews and Ratings

With an impressive average rating of 5/5, this company has garnered a strong reputation among its clients. One notable review highlights the kindness and professionalism of the staff, as well as their ability to assist with various financial needs, such as submitting Form 5500 to the IRS in a timely manner.

Another satisfied client appreciates the weekly reports provided by Brent, which keep clients informed about market trends and investment growth opportunities. This level of communication and dedication to client success is a testament to the quality of service offered by Wilsey Asset Management.

Recommendation

If you are looking for a reliable and knowledgeable financial consultant to guide you through your investment journey, Wilsey Asset Management is an excellent choice. With their commitment to personalized service, accessibility, and outstanding client satisfaction, they are well-equipped to help you achieve your financial goals.

We highly recommend visiting their website at wilseyassetmanagement.com to learn more about their services and to schedule your appointment today.

👍 Reviews of Wilsey Asset Management

Wilsey Asset Management - San Diego, California

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