Modern Wealth Group

San Diego, États-Unis

5

3 avis

Contacts

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Téléphone :
+1 866-991-3445
Adresse :
2535 Camino Del Rio S Ste 155, San Diego, CA, 92108
à l'angle de Stadium Way
Arrêts et stations de transports en commun proches
850 mRio Vista
1.4 kmFenton Parkway
1.4 kmMission Valley Center
Catégories :
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Carte

Vue de la rue

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Aujourd'hui

Aujourd'hui –
Heure locale (San Diego) 11:16 jeudi 29 mai 2025

Horaires d'ouverture

lundi 6:00 – 23:00
mardi –
mercredi –
jeudi –
vendredi –
samedi –
dimanche –

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3 avis sur Modern Wealth Group

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Évaluation du lieu : 5
San Diego, CA
Modern Wealth Group has been great in helping me with investment advice for my IRA and brokerage account. Chris Dorazio helped me with an asset allocation that best fit my situation and explained to me why each asset class should have a certain allocation. I definitely recommend Chris because he not only works with integrity, but the level of service he provided was exceptional.
Évaluation du lieu : 5
San Diego, CA
My husband and I have put Jory Wolf at Modern Wealth in charge of our assets and have been pleased with his honesty and integrity in handling our money. Jory has been able to navigate through a difficult economic situation and come up with tax-​saving strategies and investment opportunities to ride out this recession and minimize our risk. We feel completely comfortable with his advice and highly recommend anyone the opportunity to protect their future with his input. Jory is personable, professional, and always available day or night for a question.
Évaluation du lieu : 5
Chula Vista, CA
All of my interactions have been with Jory Wolf, who is amazing. He has helped not only me in planning for my future and retirement, but all my friends and loved ones as well.
Jory will take the time to explain all the little details to those of you that have a block to anything financial (like me), or he can just handle the daily details if you don’t have the time.
I can say without a doubt in my mind that Jory is worth every penny and more!