Paul B Drescher Financial - Soquel, California
Address: 2805 Porter St, Soquel, CA 95073, United States.
Phone: 8314623200.
Specialties: ATM, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Paul B Drescher Financial
For individuals and families seeking comprehensive financial planning and convenient access to ATM services, Paul B Drescher Financial stands as a dedicated resource. Located at 2805 Porter St, Soquel, CA 95073, United States, this firm offers personalized financial guidance alongside practical banking solutions. The phone number for direct contact is 8314623200. Currently, Paul B Drescher Financial does not maintain a publicly available website, focusing instead on direct client relationships and tailored consultations.
About Paul B Drescher Financial
Paul B Drescher Financial is a privately held firm specializing in providing customized financial planning services to its clients. The firm’s core mission centers around helping individuals and families achieve their long-term financial goals, encompassing retirement planning, investment management, estate planning, and general wealth management. Mr. Drescher, the principal, brings a wealth of experience and a commitment to building strong, trusting relationships with each client. The approach is decidedly client-centric – prioritizing understanding individual needs and crafting strategies designed to address those specific circumstances.
Services Offered
- Financial Planning: This is the cornerstone of their services. They develop comprehensive financial plans considering current income, expenses, assets, liabilities, and future goals.
- ATM Services: Paul B Drescher Financial provides access to ATM services, ensuring clients have convenient access to cash when needed.
- Investment Management: They offer investment management services, assisting clients in selecting and managing investments aligned with their risk tolerance and goals.
- Retirement Planning: A significant focus is dedicated to retirement planning, helping clients develop strategies for a secure and comfortable retirement.
- Estate Planning Consultation: They provide guidance on estate planning matters, assisting clients in protecting their assets and ensuring their wishes are carried out.
Location and Accessibility
The firm’s physical location at 2805 Porter St, Soquel, CA 95073, is easily accessible. It is situated in a relatively quiet area of Soquel, offering a comfortable setting for consultations. Notably, the office is equipped to accommodate individuals with disabilities. Specifically, there is a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring all clients can comfortably access their services. This accessibility feature is a valuable asset for clients who may require it.
Client Feedback and Reputation
Currently, Paul B Drescher Financial has 0 reviews on Google My Business, indicating a limited public feedback record. Consequently, the average opinion is rated 0/5. This lack of reviews doesn’t necessarily reflect the quality of service provided, but rather the relative newness of the firm’s online presence and a likely focus on cultivating relationships through word-of-mouth referrals and direct client interaction. It’s worth noting that the firm prioritizes personalized service and building long-term client relationships, which may not always translate into readily available online reviews.
Key Features and Benefits
Here’s a summary of what individuals can expect when engaging with Paul B Drescher Financial:
| Feature | Description |
|---|---|
| Personalized Service | Each client receives individualized attention and a tailored financial plan. |
| Experienced Advisor | Mr. Drescher possesses a significant amount of experience in the financial industry. |
| Convenient ATM Access | Clients can easily access ATM services through the firm. |
| Comprehensive Planning | The firm offers a full range of financial planning services. |
| Accessibility | The office is equipped with wheelchair-accessible features. |
Contact Information:
- Address: 2805 Porter St, Soquel, CA 95073, United States
- Phone: 8314623200
- Website: (Currently none)
In conclusion, Paul B Drescher Financial provides a blend of financial planning expertise and practical banking services within a welcoming and accessible environment. While a lack of online reviews currently limits readily available public feedback, the firm’s commitment to personalized service and client relationships suggest a solid foundation for building trust and achieving client financial goals. Prospective clients are encouraged to schedule a consultation to discuss their individual needs and explore how Paul B Drescher Financial can assist them on their financial journey.