The Bahnsen Group - CA - Newport Beach, California

Okay, here’s a comprehensive overview of The Bahnsen Group – CA, formatted as requested, aiming for a formal and helpful tone:

The Bahnsen Group – CA: A Premier Financial Planning Solution

For individuals and families seeking expert and personalized financial planning guidance, The Bahnsen Group – CA stands out as a respected and established firm. Located in the heart of Newport Beach, California, the group offers a sophisticated approach to wealth management and strategic financial strategies. They are committed to helping clients achieve their long-term goals through comprehensive and tailored solutions.

Location & Contact Information: The Bahnsen Group – CA operates from a prestigious address at 520 Newport Center Dr STE 300, Newport Beach, CA 92660, United States. Clients can easily reach them by phone at 949-877-5010. You can also explore their services and learn more on their website: thebahnsengroup.com.

Key Specialties & Services: The Bahnsen Group – CA specializes primarily in financial planning. However, their expertise extends to a wide range of services including:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Education Funding

Points of Interest & Accessibility: The firm prioritizes client convenience and accessibility. They offer a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access their offices. Furthermore, a wheelchair-accessible toilet is available on-site. For optimal service, appointments are strongly recommended.

Client Feedback & Reputation: The Bahnsen Group – CA currently boasts 5 reviews on Google My Business, with an impressive average opinion of 4.8/5. This positive feedback underscores their commitment to client satisfaction and the quality of their service. Clients consistently praise their advisors for their knowledge, responsiveness, and dedication to building long-term relationships.