Goldbloom Wealth Management, LLC - Mercer Island, Washington

Address: 7900 SE 28th St Suite 500, Mercer Island, WA 98040.
Phone: 2065282001.
Website: gwmteam.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Goldbloom Wealth Management, LLC

☎️2065282001

⏰ Open Hours of Goldbloom Wealth Management, LLC

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Goldbloom Wealth Management, LLC

Goldbloom Wealth Management, LLC, located at 7900 SE 28th St Suite 500, Mercer Island, WA 98040, stands out as a dedicated financial planning firm in the Seattle area. With a phone number 206-528-2001 and an accessible online presence through gwmteam.com, the company invites potential clients to explore their comprehensive wealth management services.

Key Features and Accessibility

Goldbloom Wealth Management is renowned for its specialized focus on financial planning. The firm ensures that all clients, regardless of their background, receive personalized advice tailored to their unique circumstances. Notably, their office is wheelchair accessible, complete with a wheelchair accessible entrance, parking lot, and restroom, making it convenient for everyone to visit.

Recommendations and Appointments

While appointments are required to ensure dedicated time with their team, the company highly recommends scheduling one in advance. This approach guarantees that clients can receive thorough consultations without feeling rushed. Given the positive feedback, including an impressive average opinion of 4.7/5 on Google My Business, potential clients can expect a professional and personalized experience.

Client Experience and Opinions

Clients have repeatedly praised Goldbloom Wealth Management for their excellent team. Notably, one review highlights the firm's capability to think beyond the immediate, focusing on big picture, long-term strategies, including inheritance considerations. This personalized approach has earned them a loyal client base, as evidenced by the numerous glowing reviews.

Getting in Touch with Goldbloom Wealth Management

For those considering a consultative session or simply wanting to learn more about their services, contacting Goldbloom Wealth Management is straightforward. Interested parties can reach out through their website or directly via phone at 206-528-2001. Given the wheelchair accessible nature of their premises and services, it's an inclusive option for all potential clients.

Final Recommendation

If you're seeking a financial planning partner that prioritizes your long-term financial health and offers an inclusive, personalized service experience, Goldbloom Wealth Management, LLC deserves your attention. Visit their website or give them a call today to schedule your appointment and take the first step towards securing your financial future. Their commitment to excellence, as reflected in their high client ratings, makes them a reliable choice for your wealth management needs.

👍 Reviews of Goldbloom Wealth Management, LLC

Goldbloom Wealth Management, LLC - Mercer Island, Washington

Anita T.

5/5

I have been a client of Goldbloom Wealth Management for several years. Excellent team focused on big picture, long-term strategies, including inheritance considerations. Steve and his staff took the time to know my goals and personalize my investments accordingly. Definitely recommend.

Linda A.

5/5

I've always felt like family with Steve, Eden, and their staff. They answer all of my questions and concerns, and I appreciate any suggestions they have. I feel the genuine concern they have for me and all of the other clients I've met. I've felt truly blessed to have such a trustworthy group to do my investing with.

doug W.

5/5

I've worked with GWM for over seven years and it has been a fantastic experience. Steve is a lot more than a wealth manager, he is a holistic family advisor as well. If you are looking for a personalized service dealing with your family assets (financial and others), wills, estate planning, tax saving strategies, etc., Steve Goldbloom and the team at GWM will be the perfect fit for you.

Harendra S.

5/5

Steve and his staff are very friendly and professional. They always provide good investment advice and quickly respond to any investment related questions.
Due to Covid, the client meetings had been too few in the past one year. I hope it will return to normal in the next six months.

Jane E.

4/5

I have been very pleased with the service, knowledge and friendliness of the entire staff. Additionally I am pleased with the way my funds were invested, I have a nice income during my retirement.
I do have a minor complaint. Phone calls were not returned in a timely manner, I often had to call more than once to get a response.

Yvonne W.

5/5

My husband and I have been with GWM, LLC for years. We have had nothing but excellent service and great rapport with them. They have taken care of any financial issues that we have had and have helped us maintain financial security.

Shadi W.

5/5

Steve is very professional and have good heart toward the client. He has good knowledge about his field and willing to help his client any needs toward their financial situations.

Marlene M.

5/5

I am very satisfied as I wanted safe growth and not instant profit. I feel very secure that they are working in my best interest to keep my lifetime savings safe. I trust them.