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Westview Financial Group

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12 reviews
+1 (858) 638-1750
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12526 High Bluff Dr Ste 210
San Diego, CA 92130
+1 (858) 638-1750
http://www.westviewfg.com

Westview Financial Group, located in San Diego, CA, is an independent financial services firm offering a range of services including refinancing, home equity, real estate investment, and mortgage lending.

Headed by Richard Wolff, Westview Financial Group assists clients through the entire home-buying process, from pre-approvals and down payments to inspections and appraisals, providing personalized and comprehensive financial solutions.

Generated from their available business information

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Reviews

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5.012 reviews
Photo of Evan S.
Evan S.
11/29/2018

Working with Taylor, Jon and the Define Financial team has been amazing and we couldn't have asked for a better partner for our finances. We love the fact that they're a fee-only fiduciary and are...

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Laura M.
4/30/2024

I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we learned their team was accepting new clients, we quickly got in touch to see if they may be a good fit...

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Lori H.
3/3/2023

Everything was great. The workers were good very polite. Everything was explained extremely well. I would recommend this business to everyone.

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Kirk H.
4/24/2018

My wife and I have been working with Taylor and Jon to get our first retirement account setup through our business. It is something I've wanted to do for a while but have put off because I always...

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Jonathan S.
4/10/2018

Taking the dive to work with Jon and Taylor has felt like one of the best investments I've ever made. The patient financial advice and relevant resources they provided were hugely educational and...

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Preferred Financial Group

Preferred Financial Group in Irvine is a top provider of investment and business solutions for independent financial advisors nationwide. With a focus on empowering advisors and clients with cutting-edge tools, technology, and resources, they are dedicated to helping their clients succeed in their financial goals. Generated from their website's infomation
United States›California›San Diego›Westview Financial Group

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