Ocean Point Financial Systems

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3565 Del Rey St Ste 204
San Diego, CA 92109
+1 (858) 270-1450
http://www.oceanpointfinancial.com

Ocean Point Financial Systems is a San Diego-based financial services company that offers a comprehensive suite of solutions for businesses and individuals, including accounting, payroll, taxes, business development, and estate planning. With a commitment to serving clients in their best interest, Ocean Point combines the advantages of large companies with the personalized service of a local, small business.

Founded on the principles of empowering clients, Ocean Point provides professional and accurate services while equipping individuals with the necessary information, tools, and knowledge to manage their money effectively. With a focus on growth, control, and savings, Ocean Point strives to protect and share assets for the future of both clients and their heirs.

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3.55 reviews
Photo of AllTech I.
AllTech I.
3/28/2018

Ocean Point Financial Systems has helped us time and again dealing with our new database and learning how to use it to prepare our taxes. Sheila is smart, patient and easy to work with. Sheila has...

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Fred F.
1/26/2025

I've heard great things about Sheila at Ocean Point Financial Services from several trusted members of my networking group. They say that she has saved them a lot on their taxes, after maintaining...

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Lynn F.
12/22/2023

We took our business tax info here for Sheila to complete. 3 months later she had done nothing - and never provided any updates. I called and she said if she didn't get them done over the weekend,...

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Barbara H.
9/18/2020

Very disappointed. Left our company stranded with incomplete tax returns and company files. I have left messages , emails and talked with Sheila and left a messages. No return calls.

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David P.
2/26/2020

There are specific reasons that caused me to want to be in business for myself, none of them consisted of 'wanting to keep my own books'. Fortunately there's Sheila at Ocean Point Financial to...

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United States›California›San Diego›Ocean Point Financial Systems

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