Lendmark Financial Services LLC - Chula Vista (CA)

Amy Schroll This is a great office. I love their friendly front desk staff. Every single time Im here i feel like Im being warmly greeted and sincerely welcomed. They have a large parking lot and theres a nice, clean restroom outside of the office. Ive been very happy with all of the staff here and their services and highly recommend!

Gary Merrick I cant say enough great things about Joseph at Abundance Wealth Planning! Having previously worked with 4 financial advisors, interviewed others, hearing plenty of stories from friends and family, and doing extensive research, I have a pretty solid understanding of the financial advisor/wealth planning world. Once you get under the hood, it aint pretty! And that machine is built to make themselves money, period. Anything you gain is mostly incidental. Joseph has structured his business without any conflict of interest, so he works to benefit YOU and only you. With that unbiased view, Joseph has helped us decide between multiple investment scenarios that no "regular" advisor would be capable of handling, and has provided insight that we hadnt considered. He is helping us to achieve our life goals through our finances. And the unique approach he provides is addressing our feelings about our finances and the decisions were making, and connecting us to the bigger picture rather than the one size fits all approach that is so common in this industry. I highly recommend Joseph at Abundance Wealth Planning!

Hudson Lee I was shocked when I got a bad credit personal loan with guaranteed approval for $5,000. The service was honest, efficient and didn’t drag things out. Total lifesaver during a tight month.