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Dowling & Yahnke Llc

Address
12340 El Camino Real # 300 San Diego CA 92130
Phone
(858) 509-9500
Visit:
dywealth.com
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Average Rating
3.5
Total Reviews
(3)
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  1. 1 Star
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Contact Us

Email the business

Toll Free
(800) 366-4484
Fax
(858) 509-9520

Business Hours

Status: Closed

Sunday
Closed
Monday
9:00am-5:00pm
Tuesday
9:00am-5:00pm
Wednesday
9:00am-5:00pm
Thursday
9:00am-5:00pm
Friday
9:00am-5:00pm
Saturday
Closed

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Tags

Audit Preparation Auto Loans Banks Banks & Credit Unions business services Certified Financial Planner College Planning Commercial & Savings Banks Commercial Banks Commercial Loans Company CONSULTING SERVICE: Financial Management Estate Planning Estates Financial Financial Advisors Financial Consultant Financial Consulting Financial Counselors Financial Planners Financial Planning financial services Financing Holding Companies Income Tax Service International Banking Investment Advice Investment Advisory Service Investment Management Investment Services Investments IRA Legal & Financial management consulting services Medical & Dental Consultants miscellaneous intermediation Mobile Home Loans Neighborhoods: Carmel Valley, Northern San Diego Number of employees: 10 to 19 Other Financial Services Pension Plans Personal Financing Portfolio Management & Investment Services Retirement Planning San Diego Savings & Loan Specialized Insurance State Tax Preparation Stock & Bond Brokers Tax Favored Accounts--Keogh Tax Planning & Preparation Thrift & Loan Companies Trust Companies Trusts Trusts & Gifts

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What the community has to say about Dowling & Yahnke Llc

Information about this business (1)

Founded in 1991, Dowling & Yahnke, LLC is an investment adviser that provides comprehensive portfolio management as well as retirement planning. The firm currently manages over $1.5 billion for approximately 750 clients, which mainly includes individuals and also families in Southern California. Its list of services includes investment management, retirement planning, support and communication,...

Posted on December 11, 2015. Brought to you by yellowpages.

Reviews of this business (3)

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Overall review sentiment

Score
66%

Top 3 sentiment words

employees
Count
1
Score
100%
experience
Count
1
Score
100%

Overall review sentiment

Score
66%

Rating distribution

5 stars
2
4 stars
0
3 stars
0
2 stars
0
1 star
1
No rating
0
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Other reviews from the web (3)

Average Rating
100

We have been working with Paul Temby for almost 10 years. We have consistently out performed the market as a whole. We are updated as often as we want with detailed performance reviews. Paul...

Posted by Zachary T. on January 06, 2017. Brought to you by yahoolocal.

Average Rating
100

I had (and continue to have) a great experience with Dowling and Yahnke. Not only are all of their employees courteous and professional, but I have received the returns I expected. I would...

Posted by Jake C. on May 04, 2016. Brought to you by yahoolocal.

Average Rating
20

Performed poorly compared to my other investments. I would have been better off buying truckloads of beer in cans. At least I would have gotten something fun out of it and could recycle the cans.

Posted by Truth O. on February 06, 2012. Brought to you by yahoolocal.

Business description (4)

Dowling & Yahnke, Llc was founded in 1991, and is located at 12340 El Camino Real in San Diego. Additional information is available at www.dywealth.com or by contacting Dale Yahnke at (858) 509-9500.

Posted on February 24, 2022. Brought to you by dandb.

Management Consulting Services Investment Advisory Service

Posted on May 29, 2019. Brought to you by macraesbluebook.

Founded in 1991, we are an independent, fee-only registered investment adviser providing comprehensive portfolio management and retirement planning.

Posted on May 20, 2015. Brought to you by facebook.

Investmt Mngmt

Posted on April 25, 2015. Brought to you by merchantcircle.

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