Concentrum Wealth Management - San Jose, California
Address: 353 Piercy Rd, San Jose, CA 95138.
Phone: 4088404030.
Website: concentrumwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Concentrum Wealth Management
⏰ Open Hours of Concentrum Wealth Management
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a detailed overview of Concentrum Wealth Management, crafted to be helpful and informative, utilizing the requested formatting and keywords:
Concentrum Wealth Management: A Comprehensive Overview
For individuals and families seeking expert financial planning guidance, Concentrum Wealth Management presents itself as a dedicated service provider. Located in San Jose, California, at 353 Piercy Rd, CA 95138, Concentrum Wealth Management operates with a commitment to personalized financial strategies. Their contact number is 4088404030, and you can find further details on their website: concentrumwealth.com.
What Concentrum Wealth Management Offers:
- Financial Planning Expertise: The core of their business revolves around creating customized financial plans to help clients achieve their long-term goals. This includes retirement planning, investment management, estate planning, and tax optimization.
- Personalized Approach: They emphasize a collaborative approach, taking the time to understand each client's unique circumstances, risk tolerance, and aspirations.
- Strategic Investment Management: Concentrum Wealth Management assists clients in building and managing diversified investment portfolios designed to meet their specific needs.
Accessibility and Amenities: Concentrum Wealth Management prioritizes inclusivity. The facility boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. They also provide standard restroom facilities. Appointments are strongly recommended to ensure dedicated attention.
Points of Interest & Current Feedback: Currently, Concentrum Wealth Management has no reviews listed on Google My Business, indicating a lack of publicly available client feedback at this time. The average opinion, based on the absence of reviews, is 0/5. It’s important to acknowledge this and understand that a stronger track record of client satisfaction would be beneficial.
| Service Area | Details |
|---|---|
| San Jose, CA | Primary service area, with potential for broader regional coverage. |
| Financial Planning | Comprehensive planning services tailored to individual needs. |
| Investment Management | Portfolio construction and ongoing management. |
Important Contact Information:
- Address: 353 Piercy Rd, San Jose, CA 95138
- Phone: 4088404030
- Website: concentrumwealth.com
Recommendation: While the lack of publicly available reviews presents a slight uncertainty, Concentrum Wealth Management’s commitment to accessibility and its specialization in financial planning makes it a potentially valuable resource. We advise prospective clients to directly engage with the firm through their website – concentrumwealth.com – to discuss their financial goals and determine if their services align with their needs. A direct conversation will provide a clearer understanding of their approach and strategy.
Do you require any further details or a more targeted response