lee rosenblum insurance and financial advisor - Gold River, California

Lee Rosenblum Insurance and Financial Advisor: A Comprehensive Overview

For individuals and families seeking expert guidance in life insurance, financial planning, and overall wealth management, Lee Rosenblum Insurance and Financial Advisor presents a compelling solution. Located in Gold River, California, this established firm offers personalized services tailored to meet a diverse range of financial needs. This document provides a detailed overview of the firm, its services, location, contact information, and client feedback, aiming to assist prospective clients in making informed decisions.

Location and Accessibility: Lee Rosenblum Insurance and Financial Advisor is situated at 11344 Coloma Rd #240, Gold River, CA 95670, United States. The firm is committed to accessibility, offering a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can readily access their services. This dedication to inclusivity demonstrates a commitment to serving the entire community.

Specialties and Services: Lee Rosenblum specializes in a broad spectrum of financial services, primarily focusing on:

• Life Insurance Agency: They provide a comprehensive selection of life insurance policies, including term life, whole life, and universal life, designed to protect loved ones and secure their financial future. They assist clients in determining the appropriate coverage amount and policy type based on their individual circumstances.
• Financial Consultant: As a seasoned financial consultant, Lee Rosenblum offers expert advice on a variety of financial matters, including investment strategies, retirement planning, and tax optimization. They work closely with clients to understand their goals and develop customized plans to achieve them.
• Financial Planner: Lee Rosenblum acts as a dedicated financial planner, creating holistic financial plans that integrate all aspects of a client’s financial life. This includes budgeting, debt management, investment planning, and estate planning.

About Lee Rosenblum: Lee Rosenblum brings a wealth of experience and a client-centric approach to the financial services industry. Their commitment to building long-term relationships based on trust and transparency is a cornerstone of their business philosophy. They prioritize understanding each client’s unique situation, values, and objectives before recommending any financial strategies. Lee’s expertise extends beyond simply selling insurance; they focus on empowering clients to make informed decisions that align with their long-term financial goals.

Website and Contact Information: Clients can access more information and schedule consultations through the firm’s website: wealthwave.com. For immediate assistance, prospective clients can reach Lee Rosenblum Insurance and Financial Advisor by phone at 9165420470.

Client Feedback and Reputation: Lee Rosenblum Insurance and Financial Advisor currently boasts 1 review on Google My Business, and the average opinion is a remarkable 5/5 stars. This overwhelmingly positive feedback underscores the firm’s dedication to providing exceptional service and building strong client relationships. The reviews consistently highlight the professionalism, expertise, and personalized attention that clients receive. The high rating reflects a strong commitment to client satisfaction and a proven track record of success.

Key Features and Benefits:

• Personalized Service: Each client receives individualized attention and a tailored financial plan.
• Expert Advice: Lee Rosenblum’s experience and knowledge provide valuable insights and guidance.
• Comprehensive Solutions: The firm offers a wide range of services to address diverse financial needs.
• Client-Focused Approach: Building long-term relationships based on trust and transparency.
• Accessibility: Convenient location with wheelchair accessibility.

Further Information and Resources: The wealthwave.com website provides detailed information about the firm’s services, team members, and client testimonials. Prospective clients are encouraged to explore the site to learn more about how Lee Rosenblum Insurance and Financial Advisor can help them achieve their financial goals. They also offer downloadable resources, such as budgeting templates and investment guides, to assist clients in taking control of their finances.

Conclusion: Lee Rosenblum Insurance and Financial Advisor represents a reliable and professional resource for individuals and families seeking comprehensive financial guidance. With a strong commitment to client satisfaction, accessibility, and expertise, the firm is well-positioned to help clients navigate the complexities of the financial landscape and build a secure financial future. The positive client feedback and dedication to personalized service further solidify its reputation as a trusted advisor. For those residing in or near Gold River, California, or seeking a remote advisor, Lee Rosenblum provides a valuable service and a supportive partner in achieving financial well-being. Their commitment to accessibility makes them a particularly appealing option for a wider range of clients.