Essence Wealth & Insurance Services LLC - Santa Clara, California

Address: 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States.
Phone: 6509960924.
Website: essencewealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Essence Wealth & Insurance Services LLC

Essence Wealth & Insurance Services LLC 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States

☎️6509960924

⏰ Open Hours of Essence Wealth & Insurance Services LLC

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Essence Wealth & Insurance Services LLC

Located in Santa Clara, California, Essence Wealth & Insurance Services LLC is a reputable financial planning firm that offers a wide range of services to individuals and families.

The company is led by Sunny Wang, a highly experienced financial planner who is known for his professionalism and responsiveness.

Specialties

Financial Planner

Sunny Wang and the team at Essence Wealth & Insurance Services LLC specialize in providing personalized financial planning services to clients, including investment management, retirement planning, and estate planning.

Other Points of Interest

Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.

About the Company

Essence Wealth & Insurance Services LLC is a limited liability company (LLC) registered in the state of California. The company's address is 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States.

The company's phone number is 6509960924, and its website is essencewealth.com.

Testimonials

Based on online reviews, Essence Wealth & Insurance Services LLC has received overwhelmingly positive feedback from clients.

One client praised Sunny Wang's professionalism and responsiveness, stating that he is 'always on top of it' when it comes to addressing their questions and concerns.

Another client highly recommended the company, stating that they value their service and timely response.

Characteristics

Some of the key characteristics of Essence Wealth & Insurance Services LLC include:

Wheelchair-accessible facilities
LGBTQ+ friendly
Personalized financial planning services
Experienced financial planner
Timely response to client inquiries

Location

Essence Wealth & Insurance Services LLC is located in Santa Clara, California, making it easily accessible to clients from the surrounding areas.

The company's address is 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States.

Recommendation

Based on the company's reputation, services, and characteristics, it is highly recommended that individuals and families seeking financial planning services consider Essence Wealth & Insurance Services LLC.

Sunny Wang and the team at Essence Wealth & Insurance Services LLC are dedicated to providing personalized and professional financial planning services to clients, and their commitment to excellence is evident in their online reviews and testimonials.

👍 Reviews of Essence Wealth & Insurance Services LLC

Essence Wealth & Insurance Services LLC - Santa Clara, California

mark R.

5/5

If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!

Mika S.

5/5

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective.

Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.

Zach M.

5/5

My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on.

We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.

Boris E.

5/5

If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has alresdy saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5 star rating and more.