Wealth Compass Financial - Carlsbad (CA)

Cory Fitzsimmons Edward is a nice guy. He explained the loan process and answered all my questions. I never felt pressured to buy a specific type of house. He was always available to run number for me when a new house came on my radar. I recommend him, cool guys if you ask me.

Matt Saia If you have a fear of investing because you dont completely understand the markets, I highly recommend talking to Bill. He does a great job making complex investing sound simple for the "average" person to understand. Bill knows his stuff!

Niki Hall Embarrassed to admit, had a hard time with the website and this was the nearest office (1.5 hour drive away.) Thinking I was only going to be able to make an appointment, I was pleasantly surprised with how quickly we were helped and how friendly, understanding and helpful the employee was. It felt like I was there maybe 10 minutes from parking to walking out the door and got everything taken care of!