Canter Wealth - La Jolla, California

Alicia Lopez

I am so happy that I took the opportunity to take the Retirement and Tax class. It’s an amazing price for the information provided, the book and the private appointment they offer you. All the information has help me feel more empowered and ready for retirement. Th staff is profession and helpful. Landon did a great job of sending information about the class and creates a welcoming atmosphere. Jim leads a great info session and goes the extra mile for his clients. Don’t miss out on taking this class!

Eugene Burgin

Having had experiences with other financial groups and individuals, I found Landon Flynn at Canter Wealth to be exceptional in all aspects. His attention to detail in telling
me about the classes and what to expect made me well-prepared for the meetings, which I found extremely informative. His upbeat tone on the phone was matched by his genuine enthusiasm when meeting him before classes began. He is a great welcoming ambassador for his company.

Gris Ortega

We are incredibly grateful to Jaron and Mike at Canter Wealth for the time and care they put into understanding our unique financial situation.

From the start, Jaron made us feel heard, patiently walking us through every detail and ensuring we were comfortable with the process.

We were especially impressed with the detailed analysis and report they created for us, which provided clarity on where we stand financially. Their thoughtful advice helped us map out a clear path to achieve our goals.

Jaron and Mike truly stand out for their genuine interest in helping us succeed. We couldn’t be more appreciative of their support and highly recommend them to anyone seeking trustworthy and personal financial guidance.

Lebi Ram

I'm grateful for the excellent service, advice, and planning Aiden provided. He helped me put things into perspective and assisted in preparing me for a more successful retirement.
I first attended his 'Tax & Retirement Planning' class. It was informative and it covered a complete overview of key Financial & Tax planning, Investments, and Retirement Income concepts. Aiden is an incredibly knowledgeable and communicative professional. He answered all my questions in a clear and concise manner that even a financial layperson such as I could understand. His instruction has provided me with renewed self-confidence to make sensible financial decisions.
Aiden was able to assess my situation, and he assisted me in creating and implementing a personalized plan for my future. His recommendations align with my personal goals and values. Additionally, he illustrated to me substantial management fees I was being assessed by another firm which I was unaware of.
It was an absolute joy to work with Aiden and Canter Wealth, I highly recommend them for their outstanding service.

Brian Senese

After having taken a "retirement class" led by Aiden Cox, my wife and I had the pleasure of also having Aiden review our finances to assess whether we were ready to retire and what that would look like. He did an amazing job identifying areas that we'd never considered such as the bite taxation takes even in retirement, how to re-structure savings to avoid taxation, insurance needs, long term care considerations, where investment risk should be placed etc. He was extremely polite, attentive and knowledgeable. We would recommend Aiden to anyone looking for assistance in developing a plan for a successful retirement.

Michelle Reife

My husband and I met with Bobby and he was very knowledgeable about everything we discussed - we were impressed! It meant a lot that he took the time to truly understand our financial / life goals and I would recommend Canter Wealth to anyone looking for a skilled team who actually cares!

James Brushaber

I met Jim Mellon at Canter Wealth,
He was highly recommended by my tax preparer. Jim and the team at Canter Wealth are very professional and great to work with, and they explain the process so I could understand it. And if I have questions he is always there to answer, or get the answers! Thank you Jim!

Bob Bulger

Michael Bernier and the entire Canter Wealth team (like Min Jo) have been awesome to work with. They’re everything you could ask for…attentive, helpful, on top of everything, and they make sure you are, too! The service Michael has provided has been so much better than we received from the private client team at the big banks. His advice has helped us clean up more than we ever expected. We’re really looking forward to implementing his long term plan, and more so, we’re looking forward to working with him to make it happen!