TruFinancial West C St, San Diego

Daniel has really proven himself to be knowledgeable, dependable and trustworthy. He also excels at customer service. He maintains contact, responds promptly and takes the time to explain everything in detail. He has a wonderful demeanor that is professional, thorough and conforming. Their program has truly made a positive impact! I did a very thorough search while looking for a financial advisor. I knew immediately I made the right choice and would recommend Daniel to my friends and family!

My husband and I have worked with Evan and the TruFinancial team for a little over a year. The services they provide (investment management, budgeting, insurance, taxes, etc.) were a perfect fit for what we needed at the time. Evan was able to help turn our finances around in a time frame we never could have achieved alone. We’re now on track and feel confident when making big financial decisions knowing help is just a quick email away. I can’t recommend them highly enough!

Evan and Daniel have been amazing to work with. They take the time to explain in detail the different processes needed for bookkeeping and financial preparation for my business. True professionals and VERY good at what they do.

Evan and his team at TruFinancial are true professionals who know how to make a client feel like they are a top priority. They are very responsive and attentive to any and all questions I have had regarding my budget, financial portfolio, my investment interests, and have been an integral part in supporting me as I start my first small business. I will be recommending TruFinancial to all of my friends and connections looking for reliable and professional financial advisors. Thank you to Evan and the team for everything!

We have been so fortunate to have found Daniel and the TruFinancial team. We have been clients since 2017 and found right away that their services were everything we were looking for. After shopping around for financial advising services we knew right away that this was the right firm for us. The business is the complete package, and offers all the services you would need in one location including tax, estate, business and insurance services to name a few . Meetings are very easy to schedule, we never feel rushed or limited in what we can ask or discuss and we are always given enough information to make informed educated decisions. Daniel is more than an advisor he is a friend to our family and we appreciate his expertise and time he takes to ensure we are building a financially fit comprehensive portfolio for our family's future. I recommend them without a doubt.

I highly recommend their services. I have worked with Evan for over two years now and my credit score has significantly improved! With Evans guidance I feel more organized and focused to save money. He is extremely easy to work with and I feel more confident in my finances working with him.

I've been with TruFinancial for about two years now and have loved working with Daniel. He's been very attentive to my needs and goals, quick to respond, and most importantly I can tell that he is on my side and cares about my success and future. I would highly recommend them to anyone (and already have!).

Having this been my first experience with a financial professional, I cannot be happier with the services provided by TruFinancial. Both Evan and Daniel are consummate professionals and I would highly recommend their services to anyone who is in need or looking to enhance their current financial situation. 5 stars!

Evan is such a pleasure to work with. I have a very busy schedule and he has been accommodating and encouraging. Evan helped us with budgeting, retirement, long and short term financial goals, and paying off debt, childcare budgeting, and college savings. It may sound silly but before making a large financial decision we turn to him and he is always willing to help. I could not imagine not working with Evan and his team. Looking forward to working with him until I retire and beyond

I would highly recommend their services. I came to TruFinancial in not great financial shape what so ever and with Evan's help I've been able to pay off close $10,000 in debt and actually save at the same time. He has also helped me with my retirement plan as well as difficult tax situations. Besides our monthly meetings, he is always available for a phone call if any financial questions come up!