Granite Wealth Management - Modesto, California

Granite Wealth Management

Granite Wealth Management, located at 4101 Tully Rd #301, Modesto, CA 95356, United States, is a reputable financial planning firm that has been serving clients in the area for several years. The company specializes in financial planning and offers a range of services to help individuals and families achieve their financial goals.

Key features and services

• Financial planning tailored to individual needs
• Investment management
• Retirement planning
• Estate planning
• Tax planning

The firm prides itself on providing personalized attention to each client, working closely with them to develop a comprehensive financial plan that takes into account their unique circumstances, goals, and risk tolerance. Granite Wealth Management's team of experienced financial advisors is committed to helping clients make informed decisions and achieve long-term financial stability.

Accessibility and services

• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Appointments recommended

In addition to its commitment to exceptional service, Granite Wealth Management is dedicated to maintaining a high level of accessibility for all clients. The firm's office is equipped with a wheelchair-accessible entrance and toilet, ensuring that individuals with disabilities can easily access the services they need. While appointments are recommended, the firm is happy to accommodate walk-in clients when possible.

Reviews and opinions

Granite Wealth Management has received positive feedback from its clients. The company has 1 review on Google My Business, with an average rating of 5/5. Clients appreciate the personalized attention and expert advice provided by the firm's financial advisors. Many have reported significant improvements in their financial situations after working with Granite Wealth Management and have recommended the firm to friends and family members.