Modern Wealth Group

San Diego, United States

5

3 reviews

Contacts

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Telephone:
+1 866-991-3445
Address:
2535 Camino Del Rio S Ste 155, San Diego, CA, 92108
at Stadium Way
Nearby public transportation stops & stations:
0.5 miRio Vista
0.9 miFenton Parkway
0.9 miMission Valley Center
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Today

Today –
Local time (San Diego) 05:44 Friday, 30 May 2025

Business hours

Monday 6:00 am – 11:00 pm
Tuesday –
Wednesday –
Thursday –
Friday –
Saturday –
Sunday –

Description

Specialties

Life Insurance, Disability Insurance, Long Term Care Insurance, 401k’s, Fixed and Variable Annuities, Stock and Bonds, Mutual Funds, IRA’s, Retirement Plannning, Pension Planning

History

Established in 2008.

Since we have been in business for less than one year as Modern Wealth Group, we are a relatively new organization but our principals have over 20 years of combined experience as financial advisors, for both individuals and small businesses.

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3 reviews of Modern Wealth Group

No registration required
Place rating: 5
San Diego, CA
Modern Wealth Group has been great in helping me with investment advice for my IRA and brokerage account. Chris Dorazio helped me with an asset allocation that best fit my situation and explained to me why each asset class should have a certain allocation. I definitely recommend Chris because he not only works with integrity, but the level of service he provided was exceptional.
Place rating: 5
San Diego, CA
My husband and I have put Jory Wolf at Modern Wealth in charge of our assets and have been pleased with his honesty and integrity in handling our money. Jory has been able to navigate through a difficult economic situation and come up with tax-​saving strategies and investment opportunities to ride out this recession and minimize our risk. We feel completely comfortable with his advice and highly recommend anyone the opportunity to protect their future with his input. Jory is personable, professional, and always available day or night for a question.
Place rating: 5
Chula Vista, CA
All of my interactions have been with Jory Wolf, who is amazing. He has helped not only me in planning for my future and retirement, but all my friends and loved ones as well.
Jory will take the time to explain all the little details to those of you that have a block to anything financial (like me), or he can just handle the daily details if you don’t have the time.
I can say without a doubt in my mind that Jory is worth every penny and more!