Wallick Wealth Management - San Dimas, California
Address: 425 W Bonita Ave, San Dimas, CA 91773.
Phone: 9095991101.
Website: wallickwealthmanagement.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Wallick Wealth Management
When considering financial planning services in the Pasadena area, Wallick Wealth Management at Address: 425 W Bonita Ave, San Dimas, CA 91773 stands out as a notable choice. With a phone number: 9095991101, clients can easily reach out for assistance. Their official website, wallickwealthmanagement.com, provides further details and a direct contact option via Website: contact page.
Specialties: Wallick Wealth Management prides itself on offering Financial Planning services, tailored to meet the diverse needs of their clients. This specialty indicates a comprehensive approach to wealth management, from budgeting and investment strategies to retirement planning and estate planning.
Other Points of Interest: The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and restroom. This ensures that everyone, regardless of physical ability, can receive the financial guidance they need in a comfortable environment. An appointment recommendation is also a highlight, suggesting that the firm values client time and prefers scheduled consultations for thorough discussions.
Opinions and Average Opinion: As of the last update, Wallick Wealth Management has received 0 reviews on Google My Business. This lack of reviews translates to a average opinion of 0/5, which could be a concern for potential clients seeking insights into the quality of service. However, it's important to consider that the absence of reviews doesn't necessarily reflect the quality of service provided, as it could be due to limited exposure or other factors.
Recommendation: For anyone seeking professional financial planning in the San Dimas area, Wallick Wealth Management offers a professional service with a focus on accessibility and appointment-based consultations. Despite the lack of reviews, contacting them through their website could provide insights into their services and possibly leave a review for future clients. Their commitment to wheelchair accessibility is commendable and ensures a welcoming environment for all potential clients.
While it's crucial to gather more information or reviews to gauge client satisfaction fully, the physical accessibility and the clear indication of a personal service approach are positives worth considering. Clients looking to secure their financial future might find it beneficial to reach out to Wallick Wealth Management directly and experience their services firsthand, even if it's just to inquire about their offerings and how they can assist.
Remember, financial planning is a critical step towards securing your future, and having a professional like Wallick Wealth Management on your side could make all the difference. Don't hesitate to contact them at 9095991101 or visit their website wallickwealthmanagement.com to start your journey towards financial wellness.