OneDigital - San Luis Obispo, California

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OneDigital: A Focused Financial Planning Solution

For individuals seeking dedicated and personalized financial planning services, OneDigital presents itself as a specialized firm. Located at 735 Tank Farm Rd Suite 240, San Luis Obispo, CA 93401, United States, OneDigital operates with a clear focus on supporting clients through a range of financial needs. Their contact number is 8055461000, and you can find more details, including specific service offerings, on their website: onedigital.com.

Key Features and Specializations: OneDigital distinguishes itself through its concentrated expertise in wealth management. They cater primarily to clients requiring in-depth assistance with investment strategies, retirement planning, and overall financial strategy development. Unlike larger, more generalized firms, they offer a streamlined approach, allowing them to dedicate their resources to delivering tailored solutions.

Location and Accessibility: OneDigital’s San Luis Obispo office is strategically situated to serve clients in the local area. They prioritize client convenience, offering a variety of accessibility features including a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, and a wheelchair-accessible toilet. Appointments are required, and appointments are strongly recommended to ensure optimal service delivery. The office also provides a dedicated restroom.

Client Feedback and Reviews: Currently, OneDigital has 1 review on Google My Business, with an average rating of 1/5. It's crucial to note that this is a very limited sample size and warrants careful consideration. While the low average score suggests areas for potential improvement, it is recommended to thoroughly investigate the specific feedback to understand the nature of the concerns.

Additional Points of Interest: Besides the physical accessibility, OneDigital provides online appointments, broadening their reach and offering flexibility for clients. They also offer on-site services, catering to those who prefer in-person consultations.

Recommendation: Despite the current feedback, OneDigital’s specialization in financial planning and wealth management, coupled with their commitment to accessibility, makes them worth further investigation. We encourage potential clients to visit their website at onedigital.com to explore their services in more detail and, importantly, to read the full Google My Business reviews before scheduling a consultation. Contacting them directly via phone at 8055461000 will allow you to discuss your specific financial goals and determine if OneDigital is the right partner for you.

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👍 Reviews of OneDigital

Neal R.

1/5

Wealth source for them, but not guaranteed wealth source for you

1 stated they have no access to the professional standard of the Bloomberg terminal, yet charges similar or even higher rates as companies that DO HAVE utilize this the most professional tool
2 did not want to invest his neighbors moneys which could indicate a low level of investor confidence
3 appears to charge fees even when loses clients moneys
4 stated to us losing $800,000 is not a big deal to him
5 seems to have an extreme ego and even temper, speaking without bed side manners about the death of our beloved family member in front of our Mom
6 we replied you should love your neighbors to which he replied with reasons as why that does not apply to him
7 the other neighbor of similar age stated his judgement is a certain way and that he treats people extremely asymmetrically

Be careful if you chose to do business with someone that would list off reasons why not to love your neighbor. The community should know that as it’s likely unreasonable

Kevin Swanson got extremely hostile when we simply asked if he actively participates in short selling - the act of a professional investor betting against their clients.

There are lots of little old ladies that need protections. There’s lots of little old ladies that likely need to chose a company that utilizes the tool of the Bloomberg terminal. Apple stock or Berkshire historically often outperform and offer far less fees. There is also currently 5.4% FDIC insured accounts for those risk adverse. There is currently historical data of the highest interest rates of ver 20 years and the highest inflation in 40 years. This company will make money regardless of market conditions as they appear to be fee based. Be careful in this industry