Kensington Investment Counsel - Long Beach, California

For individuals and families seeking comprehensive investment advice and personalized financial planning, Kensington Investment Counsel presents a noteworthy option. Located at 5580 2nd St #209, Long Beach, CA 90803, United States, and readily accessible at 5629836677, Kensington Investment Counsel offers a dedicated service with a veteran-owned business model. Their website, kensingtonic.com, serves as a central hub for information and online engagement.

About Kensington Investment Counsel

Kensington Investment Counsel is a firm specializing in providing tailored investment services and comprehensive financial planning solutions. They distinguish themselves through a commitment to understanding each client’s unique circumstances, goals, and risk tolerance. The company's core philosophy centers around building long-term relationships based on trust and transparency. As a veteran-owned business, Kensington Investment Counsel emphasizes integrity and a commitment to serving the community. This dedication to service extends beyond simply managing investments; they aim to empower clients to achieve their financial aspirations.

Services Offered

• Investment Management: Kensington Investment Counsel offers a range of investment management services, including portfolio construction, asset allocation, and ongoing monitoring. They work with a variety of investment vehicles, such as stocks, bonds, mutual funds, and ETFs.
• Financial Planning: Beyond investment management, the firm provides detailed financial planning services. These services encompass retirement planning, education savings planning, estate planning, tax planning, and insurance needs analysis.
• Retirement Planning: A significant portion of their planning focuses on helping clients prepare for a secure retirement. This includes projecting retirement income needs, developing strategies to maximize savings, and selecting appropriate retirement accounts.
• Education Savings Planning: Kensington Investment Counsel assists families in establishing and managing accounts for their children’s education, such as 529 plans.
• Estate Planning Support: They offer guidance on estate planning considerations, working with clients to develop strategies for wealth transfer and legacy planning.

Key Features and Accessibility

Kensington Investment Counsel prioritizes client accessibility and comfort. The office is equipped with wheelchair-accessible car park and entrance, demonstrating a commitment to inclusivity. The firm's approach is characterized by:

• Personalized Service: Each client receives dedicated attention and a customized plan.
• Experienced Professionals: The team comprises experienced financial advisors with a proven track record.
• Client-Focused Approach: Their primary focus is always on the client’s best interests.
• Veteran-Owned Business: A commitment to community service and ethical business practices.

Currently, Kensington Investment Counsel has 0 reviews on Google My Business, indicating a nascent online presence. The average opinion, at 0/5, suggests an opportunity for the firm to actively solicit and respond to client feedback, thereby building a stronger reputation. However, this doesn’t necessarily reflect the quality of their services, simply the level of online engagement.

Contact Information & Location

Clients can easily connect with Kensington Investment Counsel through the following:

• Address: 5580 2nd St #209, Long Beach, CA 90803, United States
• Phone: 5629836677
• Website: kensingtonic.com

The firm’s physical location in Long Beach, California, provides a convenient point of contact for clients in the Southern California region. The office environment is designed to be professional and welcoming, fostering a comfortable atmosphere for discussing important financial matters. The commitment to wheelchair accessibility further enhances the firm’s dedication to serving a diverse clientele.

Recommendation

For individuals and families seeking a financial planner and a reliable investment service provider, Kensington Investment Counsel warrants consideration. While currently lacking substantial online reviews, the firm’s veteran-owned status, commitment to accessibility, and personalized approach suggest a potentially valuable partnership. It is advisable to contact the firm directly to schedule a consultation and explore how their services can align with your financial goals. Further research and due diligence are always recommended before making any significant financial decisions.