BAS Financial

​Navigating complex financial decisions requires absolute clarity. Located in San Diego, CA, our firm provides comprehensive wealth management and personalized financial planning designed to align your assets with your long-term vision. We specialize in retirement planning, investment management, and proactive tax strategy for individuals, families, and business owners looking to protect and grow their wealth. Our dedicated advisors offer objective guidance, custom portfolio construction, and clear communication to help you achieve financial independence. Discover how our tailored approach can bring confidence to your financial future. Visit our San Diego office near Morehouse Drive to start planning today.

Located at 5405 Morehouse Dr Unit 245, San Diego, CA 92121, BAS Financial operates as a financial advisor serving San Diego in California. This page gathers the practical details people usually look for before visiting: where it is, how to reach it, when it opens and how customers rate it. Google also lists it under financial planner, which is worth knowing if you are comparing several options in the area.

Service businesses like this one usually respond fastest by phone or text. Be specific about location, the scope of work and any deadline, and keep a record of what was agreed. Prices for home services vary a lot between metro areas and suburbs, so comparing quotes is normal. Professional firms generally work from fixed fee schedules or hourly rates; ask for them in writing.

Hours have not been published for this listing yet. Most businesses of this type in San Diego keep standard business hours, but call ahead to be sure, especially on weekends and holidays. The listed phone number is (858) 335-4945. Many businesses also reply to text messages on the same number if it is a cell phone. Its website is bas-financial.com, where you may find menus, price lists or booking options.

It has a Google rating of 5.0 out of 5, though from only 4 reviews so far, so treat the score as an early indication rather than a verdict.

San Diego is in California, on the West Coast, where the climate ranges from foggy coast to hot inland valleys, wildfire season can affect air quality in late summer, and traffic is the main thing to plan around. Getting around San Diego is easiest by car; street parking is metered in busy downtown areas, and most suburban businesses have their own lot. Ride-share apps such as Uber and Lyft operate across California's larger cities, and public transit varies from extensive to minimal.

See the other financial advisors & mortgage brokers in San Diego listed below to compare ratings, hours and locations before you decide. Details on this page come from public sources and may change; confirm anything important by phone before relying on it. Business owners can claim the listing to keep it up to date.