OD
One Degree Advisors
Planificación financiera personalizada con asesoría experta para un futuro seguro.
5
Business
$$$
Planificación financiera personalizada con asesoría experta para un futuro seguro.
One Degree Advisors es una firma líder de planificación financiera con sede en San Diego, que ofrece servicios integrales de gestión de patrimonio y asesoría de inversiones. El equipo propone estrategias personalizadas que se alinean con los objetivos de los clientes, poniendo énfasis en la optimización fiscal, la planificación de la jubilación y la construcción de un legado. Conocidos por su profunda experiencia y su trato genuino hacia los clientes, ofrecen orientación financiera detallada y colaborativa para garantizar la seguridad y prosperidad a largo plazo.
No hay fotos disponibles
Gestión integral de carteras y estrategias de inversión adaptadas a tus objetivos financieros.
Análisis experto y estrategias para minimizar las obligaciones fiscales y optimizar los resultados financieros.
Planes personalizados para garantizar una jubilación financieramente estable mediante ahorro y orientación de inversiones.
Colaboración con profesionales legales para estructurar fideicomisos y planes patrimoniales alineados con tus valores.
Sesiones centradas en el cliente para explicar conceptos financieros y asegurar la comprensión de tu plan.
Calificación general
Pam Brewer
Phone calls and emails are always answered right away. Suggestions are just that - no pressure to make changes and they make sure I understand. I really appreciate this group and have been with them many years.
Allen Giffen
5 stars, always excellent service!
Ruth Martin
I appreciate the integrity and professional expertise of One Degree. I have been more than satisfied with each person I have had contact with since my work earning years and now my full-time retirement. Sound advice and wonderful resources! I pray God continues to bless you as a company and as individuals.
Marie Reese
My husband and I are planning our retirement in 5 years and as good as my husband is at finances and investments, we decided to have experts take over to better secure our futures. We researched many firms and after having our initial meeting with Philip Reuer, we decided immediately that we found our firm! In that first meeting, I informed Philip that finances and investing were foreign to me and apologized in advance for not understanding. Over the course of our meetings, Philip always makes sure that I understand everything before we move along, which I greatly appreciate!!! I now look forward to the meetings and do understand what is going on :) My husband and I are Christians and do give financially to our church and other ministries, and I was worried that we would try to be talked out of giving, not only does Philip understand, but he is a Certified Kingdom Advisor, which we had no idea about when we started. Knowing this only solidified our decision to become One Degree clients. I was hesitant in the beginning to let anyone "handle" our money, now my only complaint is that we didn't make the decision to turn our future over years ago!!!
Charles Gulotta
I have been with this company for a long time. They are professional and and use the latest tools to meet your investment goals! They are extremely trust worthy and provide great customer service!
Paul T
My wife and I switched to One Degree Advisors a little over a year and a half ago, and the experience has been night and day compared to our previous 'traditional' advisor. The firm we previously worked with was almost exclusively fixated on rigid accumulation of assets, which felt very one-dimensional. What sets One Degree apart is their holistic approach. They don't just look at the portfolio; they look at the entire picture of our lives and our long-term goals. It’s incredibly refreshing to have a team (and specifically our amazing advisor Matt!) who prioritizes comprehensive planning over just hitting a target number. If you’re looking for a financial planning partner who cares about your total financial health and not just your account balance, I can’t recommend One Degree highly enough!
Reclama One Degree Advisors para actualizar la información, responder reseñas y acceder a las estadísticas.
