Takeoff Advising

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Takeoff Advising is a graphic design agency and financial advising & planning company based in San Diego, California. The small company was launched in 2023. Their team focuses on graphic design and financial advising & planning.

Client Insights

Industry Expertise

Financial services

20%

Medical

20%

Other industries

20%

Real estate

20%

Retail

20%

Client Size Distribution

Small Business (<$10M) 100%

Common Project Size

This provider does not have any client reviews.

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

Takeoff Advising was hired by a real estate services firm, managed by the interviewee, for financial consulting services. The firm found Takeoff Advising through a referral and selected them over other options due to their affordable pricing and good value for cost. The team at Takeoff Advising, consisting of 2-5 employees, communicated with the firm through in-person and virtual meetings, as well as email or messaging apps. The scope of work included financial planning, multimedia and graphic design, and bookkeeping. The firm was satisfied with the results and appreciated the value provided by Takeoff Advising.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0