Westview Financial Group

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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 is a San Diego-based real estate investment firm that focuses on identifying value-add and distressed real estate opportunities to enhance their portfolio. Their strategic approach targets under-performing properties to unlock potential returns for their investors.

In addition to real estate, Westview Insurance Services operates as an independent financial advisory firm, offering comprehensive wealth management solutions. They specialize in creating tailored life insurance plans aimed at securing and expanding clients' retirement estates and business planning needs.

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Reviews

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5.012 reviews
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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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