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 for financial consulting. The managing partner of the real estate firm found Takeoff Advising through a referral and chose them for their competitive pricing and good value for cost. The Takeoff Advising team, consisting of 2-5 employees, communicated with the client through in-person meetings, virtual meetings, and email or messaging apps. The scope of their work included financial planning, multimedia and graphic design, and bookkeeping. The client was satisfied with the services provided by Takeoff Advising, appreciating their cost-effectiveness and comprehensive approach.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0