Sears Wealth Management & Insurance Solutions - Rancho Cucamonga, California

When seeking comprehensive financial and insurance solutions, Sears Wealth Management & Insurance Solutions, located at 12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, stands out as a reliable and comprehensive service provider. With a phone number 909-330-0074, potential clients can easily reach out for assistance or inquiries. Their professional services encompass a wide array of specialties including Financial Planning, Insurance Brokerage, Investment Services, and Life Insurance Agency, ensuring clients receive personalized advice tailored to their unique financial needs.

One of the most appealing features of Sears Wealth Management & Insurance Solutions is their commitment to accessibility and customer convenience. They offer Online Appointments, allowing clients to schedule meetings at their convenience without the hassle of waiting in lines. Additionally, their Onsite Services ensure that assistance is available directly at their location. For those who may require language assistance, they cater to a diverse clientele, making their services inclusive and accessible. The office prides itself on being fully Wheelchair Accessible, with a designated entrance, parking lot, restroom, and seating areas, ensuring that every client feels welcome and accommodated.

Clients have left 14 reviews on Google My Business, with an impressive Average Opinion rating of 4.9 out of 5. This high rating reflects the company's dedication to customer satisfaction and expert service. It's clear that Sears Wealth Management & Insurance Solutions is committed to building long-term relationships based on trust and expertise.

For anyone in the Rancho Cucamonga area or beyond who is in need of expert financial advice or insurance solutions, Sears Wealth Management & Insurance Solutions is highly recommended. Their combination of specialized services, accessibility, and positive customer feedback makes them a standout choice in the industry. To take advantage of their offerings, it's advisable to book an appointment through their website at searswealth.com. This step ensures a personalized consultation that can lead to securing your financial future with confidence.

👍 Reviews of Sears Wealth Management & Insurance Solutions

LuAnn S.

5/5

I began working with Mike when I turned 59. He listened to what my wants and needs were going to be for my retirement. With his help and planning I was able to retire early at 63. I have been retired nearly 3 years now and I love being able to travel (covid permitting) and relax. I had worked as a nurse on the graveyard shift for over 30 years. I have a special needs son that Mike has helped me plan for. He introduced me to someone that helped me put together a trust. I can just relax knowing both my sons will be well cared for when my husband and myself are gone. Call Mike up and see what he can to do help you reach your financial and retirement plans.

Wenonah H.

5/5

Mike Sears was recommended to us, and we can see why he was recommended! He's good at explaining elements of financial planning, and listening to you and your needs and makes recommendations based on your personal financial road map. As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances), and plots out the best route to get to your destination.

Catherine

5/5

Absolutely love working with Mike Sears and his team for decades now. Complete trust is how I feel when working with them. So grateful I started this journey so long ago.

Steve P.

5/5

Mike gives excellent advise and creates a custom road map for your unique situation. He explains the process in every detail so that you are clearly informed and understand where every penny of your money is going. It brings such peace of mind knowing your future is protected and your earnings will last beyond their normal years in a traditional bank account. Income for life!!! That is what it’s all about!!
Thanks again to the Sears Wealth management team!!

Greg S.

5/5

My wife was afraid of the day I would be retiring, no regular paycheck coming in! She was concerned with, "what happens if we run out of money?". After our first meeting with Sears Wealth Management she wasn't nervous anymore and was at peace with our retirement plan that was shown to us. A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan". Thank you Sears Wealth Management ♡

Karla V. V.

5/5

I had been a client of Sears Wealth Management & Insurance Solutions for about a year when I was faced with the need for an unplanned early retirement. I could not have done this without the assistance and guidance from this company. I would give them 10 stars if that was an option. My new mantra is "Sears Wealth Management - Don't retire without them!"

Bill H.

5/5

My company offered me an early retirement bonus. I have always worked on saving for retirement but was not sure I was ready to really do it. After sitting down with Sears Wealth Management we not only determined that I could retire but we also laid out a plan on how to do it. That allowed me to take the early retirement bonus without any doubt or fear. If I could go back and change anything, the only thing I would do differently would be to sit down and talk with them sooner so I could have put things into motion sooner.

Jerry F.

5/5

Sears Wealth Management & Insurance is well seasoned and professional in their ability to provide the critical custom platforms to maximize your desired goals. For us that experience was important, but even more comforting was the friendship and heartbeat of this company. Honestly it's just home to us!