Perch Wealth - San Juan Capistrano, California

Address: 29122 Rancho Viejo Rd # 111, San Juan Capistrano, CA 92675, United States.
Phone: 8553783443.
Website: perchwealth.com
Specialties: Investment company.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Perch Wealth

☎️8553783443

⏰ Open Hours of Perch Wealth

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

Introduction to Perch Wealth

Perch Wealth, located at 29122 Rancho Viejo Rd # 111, San Juan Capistrano, CA 92675, United States, is an esteemed investment company that has been providing exceptional services to its clients. With a phone number of 8553783443 and a user-friendly website at perchwealth.com, the company has made it easy for potential clients to reach out and learn more about their offerings.

Specialties and On-site Facilities

Specialties: Perch Wealth specializes in offering comprehensive investment solutions tailored to meet the unique needs of each individual client. Their team of experienced professionals strives to ensure that clients have access to the best advice and opportunities in the market.

Other points of interest: The company boasts several on-site facilities that cater to the diverse needs of its clients. These include on-site services, wheelchair-accessible parking, and a wheelchair-accessible entrance, ensuring that everyone can access the premises without any difficulty.

Client Opinions and Testimonials

With a strong reputation and a 5/5 average rating based on 9 reviews on Google My Business, Perch Wealth has earned the trust and satisfaction of its clients. One notable testimonial states, "Our experience with Ehud has always been 'over the top'. He is intelligent, articulate, and always well-researched. Most importantly, he is very patient, taking the time to resolve any concerns and providing credible investment advice." This highlights the company's commitment to delivering top-notch service and personalized attention to each client.

Final Recommendation

If you are in search of a reliable investment company that prioritizes your needs and offers exceptional service, look no further than Perch Wealth. Their dedication to excellence and client satisfaction is evident in their high ratings and positive testimonials. To learn more about their services, visit their website at perchwealth.com or contact them directly at 8553783443. Don't miss the opportunity to take your investments to new heights with Perch Wealth.

👍 Reviews of Perch Wealth

Perch Wealth - San Juan Capistrano, California

Bob C.

5/5

Our experience with Ehud has always been "over the top". He is intelligent, articulate and always well researched. Most importantly, he is very patient. He will always take your call and spend as much time as necessary to resolve any concerns. We have the utmost confidence in any of the investments that he supports. Perch Wealth has credibility at every level.

David U.

5/5

I worked with Lance Stafford, very knowledgeable, patient and very willing to assist answering multitude of questions re: a complicated transaction that was a month plus long process. Lance also set up and participated in at least 3 conference calls that ultimately provided me a better understanding of a complicated transaction!! Lance & Paige were both great to work with, David

jjrmagnani1

5/5

I was referred to this company by a friend. When I called Brad Wetherby answered and after explaining what I was looking for, he gave me a complete and thorough explanation on how DSTs worked and what to expect.
After I decided to go with it, him and his assistant Paige got to work and got everything done in a short period of time.
He followed up several times to make sure everything was OK and I was comfortable with the investment.
Needless to say, I am very satisfied with Brad, Paige and Perch Wealth. I recommend them heartily...

Jeff D.

5/5

Brad has ben really great to work with. He has explained in great detail the proposed investments and has worked patiently with us as we closed out our 1031 exchange. In the 6 months since, the investments have gone totally according to plan and are working out very nicely. Thank you , Brad and Perch!

Masaru F.

5/5

My wife and I are moving back to the country we came from for our retirement. We had to sell our investment property for DST 1031 Exchange. We didn’t know much about DST but, as we learned more about it from Perch Wealth it was the ideal solution for us as we wouldn’t have to manage our rental property.

Perch Wealth team processed the 1031 exchange quick and smooth. We would recommend their teams especially Mr. Benjamin Carmona to whom may be interested in DST 1031 exchange in the future.

Rob L.

5/5

Ben at Perch Wealth has the experience and contacts to find the perfect DST. Incredibly valuable resource for anyone thinking about a 1031.

Jeffrey M.

5/5

I began my search for a 1031 real estate exchange facilitating company six months before I sold my property. I was in contact with multiple companies simultaneously. Beginning with Perch company principals, who explained, over an one hour informational conversation, the "nuts and bolts" of the exchange process, and ending with my account executive, Ian, who answered my myriad questions thoroughly and promptly, Perch earned my business and respect. Paige, their document "closer",
could not have had a more pleasant online demeanor.
Do your due diligence when searching for a 1031 exchange but include Perch in the process--you won't be sorry.

Stephanie R.

5/5

Perch Wealth was so nice and helpful for me. This is the first time I have invested on my own and they were very friendly and went above and beyond to make sure I had all my questions answered. I will definitely consider investing with them at a later date as well.