Who We Are

At B & K Financial Corp, we are committed to offering a diverse range of personal, business, and asset management services while prioritizing client flexibility. Our user-friendly appointment system coupled with multiple payment options enables us to deliver excellent service to all our clients. Regardless of your budget, we believe in providing exceptional services that are affordable. We provide flexible payment plans that cater to your financial needs and preferences. Whether you require personal financial solutions or business support, you can count on B & K Financial to provide you with unparalleled service and exceptional customer service.

We distinguish ourselves from others in many ways; however, our unwavering commitment to our clients stands out the most. We provide each new client with a personalized welcome package tailored specifically for them during our onboarding session. Furthermore, we ensure direct communication between our advisors and clients for any immediate needs or concerns.

Located in Downtown San Diego, we organize occasional gatherings that invite our local clients to participate - an excellent opportunity for us to connect with and express gratitude towards our community and valued customers. As a way of showing our appreciation to our long term clients, clients who have been with us for more than a year are automatically entered into a raffle for a chance to win a $250 Amazon gift card.