Essence Wealth & Insurance Services - Santa Clara, California

Address: 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States.
Phone: 6509960924.
Website: essencewealth.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

Location of Essence Wealth & Insurance Services

6509960924

Essence Wealth & Insurance Services is a financial planning specialist that can be found at Address: 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States. The company can be reached at Phone: 6509960924. Their website, Website: essencewealth.com, provides additional information about their services.

This company specializes in Financial planner. They offer a range of financial planning services tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through comprehensive financial planning and investment management.

One of the key features of Essence Wealth & Insurance Services is their commitment to accessibility. The location has Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet making it easy for everyone to access their services. They also have Toilets available on-site. Additionally, Essence Wealth & Insurance Services is LGBTQ+ friendly, ensuring that all clients feel welcome and valued.

When visiting Essence Wealth & Insurance Services, it is recommended to make an Appointments recommended. This ensures that clients receive the dedicated time and attention they deserve from the company's financial planning specialists.

Essence Wealth & Insurance Services has received 4 reviews on Google My Business with an impressive Average opinion: 5/5. This high rating reflects the company's commitment to providing exceptional financial planning services to their clients.

Reviews of Essence Wealth & Insurance Services

Essence Wealth & Insurance Services - Santa Clara, California

mark rabago

5/5

If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!

Zach Moore

5/5

My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on.

We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.

Mika Stratton

5/5

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective.

Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.

Boris Ek

5/5

If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has alresdy saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5 star rating and more.