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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

Keystone Financial is an indepdent financial services firm. Richard Wolff is available for refinancing, home equity, real estate investment, mortgage lending and other services. Keystone Financial assists with the home-buying process, from pre-approvals and down payments, to inspections and appraisals.

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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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Photo of Kirk H.
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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Photo of Jonathan S.
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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United States›California›San Diego›Westview Financial Group

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