Redwood Investments - Fort Bragg, California

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For individuals and families seeking comprehensive financial planning services, Redwood Investments presents a noteworthy option. Located in the picturesque coastal town of Fort Bragg, California, the firm operates from its address at 319 N Main St # A, Fort Bragg, CA 95437, United States. Prospective clients can readily contact Redwood Investments via telephone at 7079649700. A detailed overview of their offerings and approach can be found on their website: myredwoodinvestments.com. It’s advisable to schedule an appointment to ensure dedicated attention to your specific needs.

About Redwood Investments

Redwood Investments is a dedicated financial planner firm committed to assisting clients in achieving their long-term financial goals. They specialize in a range of services designed to provide holistic financial guidance, including retirement planning, investment management, estate planning, and tax optimization. The firm’s philosophy centers around building strong, trusting relationships with their clients, understanding their unique circumstances, and developing tailored strategies to meet their individual objectives. They strive to be a proactive partner in their clients’ financial journeys, offering ongoing support and adjustments as needed.

Location and Accessibility

The firm’s physical location at 319 N Main St # A, Fort Bragg, CA 95437, provides a convenient and accessible point of contact for clients in the region. Fort Bragg itself is a charming community known for its natural beauty and relaxed atmosphere. Redwood Investments recognizes the importance of inclusivity and accessibility. The facility boasts a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility limitations can readily access the premises. Furthermore, a wheelchair-accessible toilet is available for added convenience. For those who prefer, appointments are recommended to guarantee a focused consultation.

Key Features and Services

Here’s a breakdown of the core features and services offered by Redwood Investments:

• Comprehensive Financial Planning: They develop customized plans that address all aspects of a client’s financial life.
• Retirement Planning: Strategies for maximizing retirement savings and ensuring a comfortable retirement income.
• Investment Management: Portfolio construction and management services tailored to risk tolerance and financial goals.
• Estate Planning: Guidance on wills, trusts, and other estate planning documents to protect assets and ensure a smooth transfer of wealth.
• Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.
• Education Planning: Assistance with planning for college savings and tuition costs.

Client Feedback and Reputation

Currently, Redwood Investments has garnered 2 reviews on Google My Business, resulting in an average opinion of 3/5. While the feedback is mixed, it highlights an area for potential improvement. Some clients have praised the firm’s personalized service and knowledgeable advisors, while others have expressed concerns regarding communication timeliness. It's recommended that prospective clients review these reviews to gain a balanced perspective. The company consistently works to address client concerns and enhance its service delivery.

Contact Information and Website

To connect with Redwood Investments, clients can reach them via:

• Address: 319 N Main St # A, Fort Bragg, CA 95437, United States
• Phone: 7079649700
• Website: myredwoodinvestments.com

Overall Recommendation

Redwood Investments appears to be a viable option for individuals seeking a financial planner with a focus on personalized service. The firm’s commitment to accessibility and its range of services make it a potentially valuable resource. However, prospective clients should carefully consider the current client feedback and conduct thorough due diligence before engaging their services. Visiting the website and contacting the firm directly are recommended steps in the decision-making process. The firm’s dedication to creating tailored plans and fostering long-term relationships suggests a commitment to client success. Further research into the specific advisors within the firm and their areas of expertise would also be beneficial. The strategic location in Fort Bragg provides a convenient setting for those residing in the region.