Waypoint Financial Partners - El Cajon, California

Waypoint Financial Partners is a financial planning firm located at Address: 256 Witherspoon Way Ste D, El Cajon, CA 92020. The firm can be reached by phone at 93750577.

The firm specializes in financial planning and offers a range of services to help individuals and families meet their financial goals. Waypoint Financial Partners' team of experienced professionals can assist with retirement planning, investment management, estate planning, and more.

One of the key features of Waypoint Financial Partners is their commitment to accessibility. The firm's office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. They also offer online appointments for those who prefer to conduct their business remotely.

In addition to their accessibility and online appointment options, Waypoint Financial Partners offers onsite services and recommends that clients schedule appointments in advance. The firm has received high praise from clients, with an average opinion of 5/5 based on 4 reviews on Google My Business.

If you're looking for a financial planning firm that is dedicated to helping you achieve your financial goals, Waypoint Financial Partners is an excellent choice. Their team of experienced professionals, commitment to accessibility, and convenient online appointment options make them a standout in the field.

To learn more about Waypoint Financial Partners and their services, be sure to visit their website. From there, you can schedule an appointment and take the first step towards securing your financial future. Don't wait, contact Waypoint Financial Partners today

Reviews of Waypoint Financial Partners

Michael Richards

5/5

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!

Nancy Doerbi

5/5

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.

Joe LaGreca

5/5

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.

Matt Michels

5/5

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.