Integris Wealth Management - Monterey, California
Address: 435 Washington St Suite A, Monterey, CA 93940.
Phone: 8313331717.
Website: integriswealth.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Integris Wealth Management
⏰ Open Hours of Integris Wealth Management
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Integris Wealth Management - A Comprehensive Guide
Address: 435 Washington St Suite A, Monterey, CA 93940
Phone: 8313331717
Website: integriswealth.com
About Integris Wealth Management
Integris Wealth Management is a reputable financial planning firm located in Monterey, California. They specialize in a wide range of financial services, including Financial planning, Investment service, and Estate Planning. Their expert team of professionals is committed to helping clients achieve their financial goals and secure their financial future.
Specialties and Services
- Financial planner
- Investment service
- Estate Planning
- Retirement Planning
- Insurance Planning
- Financial Planning
Accessibility and Amenities
Integris Wealth Management is dedicated to providing a comfortable and accessible environment for all clients. The firm offers wheelchair-accessible entrances, parking lots, and restrooms, ensuring that individuals with disabilities can easily access their services. Additionally, free parking is available on-site, making it convenient for clients to visit the office.
Opinions and Reviews
Integris Wealth Management has received positive feedback from clients, with an impressive average rating of 5/5. The company has garnered one review on Google My Business, highlighting their expertise in various financial planning areas and commitment to client satisfaction. The team's personalized approach and comprehensive services have been praised by customers seeking guidance on their financial journey.
Recommendation
If you are seeking a reliable and experienced financial planning firm in Monterey, CA, Integris Wealth Management is an excellent choice. Their team of professionals specializes in a wide array of financial services and is dedicated to helping clients achieve their financial goals. With a convenient location, accessible facilities, and a proven track record of success, Integris Wealth Management is committed to providing exceptional service to each and every client.
To learn more about their services or to schedule a consultation, visit their website at integriswealth.com or contact them directly at 8313331717. Don't hesitate to take the first step towards securing your financial future with Integris Wealth Management.
👍 Reviews of Integris Wealth Management
