Financial Advisor
Encompass Financial Services
The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.
Free, no card. You get your fix list: every problem we found on this entry, the written steps to fix each one yourself, and how long each takes.
65 or better is good. 45 to 64 is fair. Under 45 is poor.
Verified August 19, 2026
What AI says about Encompass.1
We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.
ChatGPT
Not named
Asked “best financial advisor in San Diego”
ChatGPT answered with other businesses. Encompass Financial Services was not mentioned.
Checked August 19, 2026
Perplexity
No answer
We have no answer from Perplexity to show.
Gemini
Not named
Asked “best financial advisor in San Diego”
Gemini answered with other businesses. Encompass Financial Services was not mentioned.
Checked August 19, 2026
Named by 0 of 2 assistants as of August 19, 2026. We have no answer on record from 1 more.
Reputation
What they’re known for.2
Drawn from live Google search results — the searches this business surfaces for when people look nearby. What its customers say is a separate read, below.
Encompass Financial Services is best known for their efficient tax preparation and management, particularly in tax deferred solutions. Clients appreciate their responsiveness and thoroughness.
What people keep saying.3
Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.
Clients of Encompass Financial Services describe a seamless and efficient experience, particularly with Todd Wiersum, CPA, CFP, who is noted for his professionalism and thoroughness in tax preparation. Many appreciate his proactive communication and ability to handle complex tax issues, creating a sense of trust and reliability.
Consistently praised
Recurring complaints
None found — we read the lowest-rated reviews too, and no complaint repeats.
The bottom line: Encompass Financial Services stands out for its personalized and meticulous tax preparation, led by the highly recommended Todd Wiersum.
The score, explained
Why 25.4
Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.
54% of financial advisors in the registry score higher.
Scanned August 19, 2026
What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.
Read the full methodologyStanding
Where the entry ranks.
The facts
Today (Mon) · 9:00 AM – 5:00 PM
- Monday9:00 AM – 5:00 PM
- Tuesday9:00 AM – 5:00 PM
- Wednesday9:00 AM – 5:00 PM
- Thursday9:00 AM – 5:00 PM
- Friday9:00 AM – 5:00 PM
- SaturdayClosed
- SundayClosed
Spot something wrong in this entry?
Questions
About Encompass Financial Services.
What are the business hours for Encompass Financial Services?
Encompass Financial Services operates Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Does Encompass Financial Services require reservations?
No, the business does not require reservations for their services.
What is Encompass Financial Services known for?
The business is known for providing professional tax preparation, investment management, and comprehensive financial advice, with a focus on timely and efficient service.
Is parking available at Encompass Financial Services?
Yes, there is parking available at the location of Encompass Financial Services.
What special features does Encompass Financial Services offer?
Encompass Financial Services offers personalized financial solutions, responsive communication, and a team that is dedicated to understanding and addressing clients' unique financial situations.
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What AI says about you today
The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.
Your fix list
Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.
Correct the details AI reads
Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.
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