local ai registry · agent view · /biz/ca/san-diego/encompass-financial-services-san-diego-ca
# Encompass Financial Services Financial Advisor — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/encompass-financial-services-san-diego-ca **AI Score: 25/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology ## What AI assistants say (named by 0 of 2) ### ChatGPT — not named Asked: "best financial advisor in San Diego" (checked August 19, 2026) > ChatGPT answered with other businesses; Encompass Financial Services was not mentioned. ### Perplexity: no answer on record We have no answer from Perplexity to show. ### Gemini — not named Asked: "best financial advisor in San Diego" (checked August 19, 2026) > Gemini answered with other businesses; Encompass Financial Services was not mentioned. ## Known for 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 reviews say > 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: - Todd Wiersum's tax preparation skills - Timely responses to inquiries - Thorough handling of complex tax issues Bottom line: Encompass Financial Services stands out for its personalized and meticulous tax preparation, led by the highly recommended Todd Wiersum. ## Score breakdown | Signal | Weight | Score /100 | | --- | --- | --- | | Retrieval grounding | 26% | 0 | | Off-property attestation | 20% | 37 | | AI visibility | 14% | 0 | | Reviews & response | 12% | 75 | | Backlink & citation authority | 8% | 52 | | Google Business Profile | 8% | 79 | | Speed & mobile | 7% | 42 | | Content freshness & schema | 5% | 81 | ## Others on record in San Diego - Traction Wealth Management — AI Score 26 - Platt Wealth Management — AI Score 26 - ATS Wealth Management — AI Score 24 - BAS Financial — AI Score 24 Encompass Financial Services ranks 3 of 5 in its category here. ## Facts - Address: 12636 High Bluff Dr #110, San Diego, CA 92130, USA - Phone: (858) 481-4844 - Website: encompassfinancial.net - Hours Mon: 9:00 AM – 5:00 PM - Hours Tue: 9:00 AM – 5:00 PM - Hours Wed: 9:00 AM – 5:00 PM - Hours Thu: 9:00 AM – 5:00 PM - Hours Fri: 9:00 AM – 5:00 PM - Hours Sat: Closed - Hours Sun: Closed ## Questions ### 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. --- Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.