Financial Planning & Trusts

Would you agree that financial plans are best when they’re developed using reliable information

Attorneys and Financial planners trust Anderson Appraisal Services to provide the highest quality appraisal and valuation solutions available

Make Informed Real Estate Decisions

For A No Obligation Consultation

Call Us 858-276-0022

Attorneys, Financial and Estate Planners are trusted to provide sound, well-informed advice to their clients. And in turn, Attorneys, Financial and Estate Planners have entrusted Anderson Appraisal Services to give them crucial information that factors into their plans. Over the years, Anderson Appraisal Services has worked closely with many Financial and Estate Planners to ensure they have the information needed to develop the best and most effective strategies for their clients.

Considerations

Real estate holdings are often at the center of the plan as they’re usually the client’s largest assets. Because we’ve worked closely with planners, we understand the processes you go through and can accommodate you whether you need an appraisal for a single property or multiple appraisals for an entire portfolio. We’ve provided appraisals throughout San Diego County to serve Estate Planners’ needs, including trusts, estate purposes, tax planning, asset update purposes, and more.

Why Choose Anderson Appraisal Services?

Over the years Anderson Appraisal Services has distinguished itself as San Diego’s premier provider of appraisals for estate and financial planners and we’re acutely aware of the detail, skill and attention required to properly value properties. We assure complete discretion and are sensitive to the needs and privacy of those who reside in these homes.

Estate Planners throughout San Diego County have come to rely on our appraisal services to create the foundations of a sound financial plan for their clients and we welcome the opportunity of working with you as well.

168,557

Homes Appraised
$82,801,319,822

Total Value

6,727

Unique Clients
245

Years of Experience
I am currently a mortgage banker and have worked for other bankers, mortgage brokers and big banks over the past 16 years. Anderson Appraisal is by far the best appraisal company I have ever work with. They are knowledgeable, straight forward, responsive and do quality work. They do what they say they are going to do. Their performance is impeccable.
Dean Brown
Dean Brown
21:12 03 May 18
Anderson Appraisal Services did a great job of successfully presenting arguments to the Assessments Appeals Board that reduced the assessed value of our property from $3.0 million to $2.0 million, and performed the work both promptly and at a reasonable price. I would not hesitate to use the firm again.Joel H., Property Owner
Joel Holliday
Joel Holliday
21:09 07 May 18
By far the best service we have ever received from an appraisal service! Professional and knowledgable...a true pleasure to work with.
Kurtney Noonan
Kurtney Noonan
20:52 28 Mar 18
OMG.... efficient. Friendly, Professional. Needs to be on every good AMC's list.
David Sider
David Sider
07:02 11 Apr 18
Our appraiser, Kevin, was fantastic. He was fast, understanding, and very informative. He understood the dynamics of the neighborhood, offered advice on selling, and suggestions for improvements to get added value. I would certainly recommend the services of this company.
S. Rosser
S. Rosser
02:19 21 Dec 17
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Estate Appraisal Report Recommendations

We are uniquely positioned to provide services and valuation alternatives which can be tailored to meet your client’s and your business specific needs. We utilize a proprietary valuation platform and our market specialization to provide accurate, well-developed appraisals available in a variety report formats tailored to complement the needs of financial planners.

You can monitor the values of a single property or an entire portfolio on a predetermined cycle allowing you to stay abreast of changing circumstances.

$100

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Our lower cost, quick turnaround, appraisal option. Our technology-assisted process is leveraged to derive a property’s value without inconveniencing the occupants.
Starts at

$150

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Our technology-assisted valuation process is utilized to produce a professionally developed appraisal which is more detailed than traditional form appraisals.
Starts at

$350

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Professional Associations

We are constantly looking for ways to learn, network, and improve. As associate members of the San Diego County Bar Association and the National Association of Estate Planner & Councils we can make sure we stay abreast of the most recent developing issues in Estate Planning.

For a Free, no obligation consultation give us a call or we call you, just send us a quick note.

Call Us 858-276-0022