True North Financial & Insurance Services - San Jose, California
Address: 1630 Oakland Rd # A210, San Jose, CA 95131, United States.
Phone: 4085731822.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of True North Financial & Insurance Services
⏰ Open Hours of True North Financial & Insurance Services
- 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
True North Financial & Insurance Services
True North Financial & Insurance Services, located at 1630 Oakland Rd # A210, San Jose, CA 95131, United States, offers comprehensive financial planning services tailored to meet the needs of its clients. With a phone number of 408-573-1822, potential clients can easily reach out to the company for assistance. Although the company's webpage is not directly provided, their focus on financial planning suggests they specialize in helping individuals and possibly small businesses navigate the complexities of personal finance and insurance.
| Feature | Details |
|---|---|
| Address | 1630 Oakland Rd # A210, San Jose, CA 95131, United States |
| Phone | 408-573-1822 |
| Website | Not provided, but they offer financial planning services. |
| Accessibility | Wheelchair-accessible car park, entrance, and toilet ensure a convenient visit for all clients. |
| Appointments | It's recommended to book an appointment to ensure personalized service. |
Despite the lack of customer reviews on Google My Business, which indicates a 0/5 average opinion, the services offered by True North Financial & Insurance Services are commendable for those seeking professional financial planning. Clients can expect a dedicated financial planner who likely provides guidance on investment strategies, retirement planning, tax considerations, and insurance needs. The wheelchair accessibility features demonstrate a commitment to inclusivity, making their services accessible to a broader audience.
For someone considering reaching out to True North Financial & Insurance Services, it's important to approach with clear goals regarding their financial situation and what they hope to achieve through planning. Given the importance of personalized financial advice, taking the time to schedule an appointment and prepare any relevant financial documents will likely enhance the consultation experience.
While the current absence of reviews might raise concerns about the company's reputation, potential clients could consider reaching out directly to inquire about their approach, success stories, or any testimonials that might not be publicly listed. Given the specialized nature of their services, a firsthand conversation with a representative could provide valuable insights into the quality of their advisory services.