Cerro Pacific Wealth Advisors - San Luis Obispo, California

Cerro Pacific Wealth Advisors: A Leading Financial Advisory Firm in San Luis Obispo

Address: 733 Marsh St #110, San Luis Obispo, CA 93401

Phone: 8054573300

Website: cerrowealth.com

About Cerro Pacific Wealth Advisors

Cerro Pacific Wealth Advisors is a reputable financial advisory firm located in the heart of San Luis Obispo, California. Established with a commitment to providing exceptional financial services, the firm has been serving clients for several years. With their expertise and personalized approach, they aim to help individuals and businesses achieve their financial goals.

Specialties and Services

• Financial Advisor: The firm specializes in offering comprehensive financial advice to their clients, covering a range of services such as investment planning, retirement planning, estate planning, and tax planning.

Accessibility and Convenience

• Wheelchair Accessible Entrance: Cerro Pacific Wealth Advisors understands the importance of accessibility and has ensured that their office is equipped with a wheelchair accessible entrance, making it convenient for all clients to visit.
• Wheelchair Accessible Parking Lot: In addition to the wheelchair accessible entrance, the firm also provides a wheelchair accessible parking lot, further demonstrating their commitment to accessibility.

Client Reviews and Opinions

With a 5/5 average rating based on 1 review on Google My Business, Cerro Pacific Wealth Advisors has earned a stellar reputation among its clients. Clients consistently praise the firm for its professional, friendly, and knowledgeable staff, who go above and beyond to provide exceptional service.

One client noted, "The team at Cerro Pacific Wealth Advisors is professional, friendly, and knowledgeable. They always take the time to understand my unique financial situation and provide tailored advice that aligns with my goals. I highly recommend all team members."

Why Choose Cerro Pacific Wealth Advisors

1. Expertise and Experience: With a team of highly skilled and experienced financial advisors, Cerro Pacific Wealth Advisors has the knowledge and expertise to navigate complex financial situations and help clients make informed decisions.
2. Personalized Service: The firm understands that each client's financial needs are unique. They take a personalized approach, working closely with clients to develop customized strategies that cater to their specific goals and circumstances.
3. Accessibility and Convenience: By offering a wheelchair accessible entrance and parking lot, Cerro Pacific Wealth Advisors demonstrates their commitment to providing a comfortable and convenient experience for all clients.

Recommendation

If you are seeking a reliable and experienced financial advisor in San Luis Obispo, look no further than Cerro Pacific Wealth Advisors. With their expertise, personalized service, and commitment to accessibility, they are well-equipped to assist you in achieving your financial goals. To learn more about their services and how they can help you, visit their website at cerrowealth.com or contact them directly at 8054573300.

👍 Reviews of Cerro Pacific Wealth Advisors

Debra T.

5/5

Professional, friendly and knowledgeable staff. I highly recommend all team members.