Simplified Wealth Management, Inc. - Corona, California
Address: 391 N Main St Ste 107, Corona, CA 92878.
Phone: 9512844900.
Website: simplifiedwealth.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 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Simplified Wealth Management, Inc.
⏰ Open Hours of Simplified Wealth Management, Inc.
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Overview of Simplified Wealth Management, Inc.
Located at 391 N Main St Ste 107, Corona, CA 92878, Simplified Wealth Management, Inc. stands out as a reputable financial planning firm dedicated to helping individuals navigate the complex world of finance. With a direct phone line 951-284-4900, clients can easily reach out for guidance. Their website, simplifiedwealth.com, serves as a comprehensive portal to understanding their services and specialties.
Key Features and Services
At Simplified Wealth Management, Inc., the focus is clearly on providing tailored financial planning services. As a financial planner, the company likely offers a suite of services designed to meet the diverse needs of its clients. The inclusion of wheelchair accessible features such as an entrance, parking lot, restroom, and overall facility accessibility underscores their commitment to inclusivity and ensuring that all clients, regardless of mobility, can receive services without hassle.
Accessibility and Convenience
For individuals seeking financial advice, Simplified Wealth Management, Inc. offers the convenience of an appointment-based system, emphasizing the personalized nature of their approach. While appointments are required, the recommendation to schedule them ahead of time suggests a commitment to organized and efficient service delivery. This setup also allows potential clients to prepare thoroughly before meetings, maximizing the value of their time.
Client Feedback and Ratings
The company boasts an impressive average review rating of 5/5 on Google My Business, based on just one review. Although limited, this positive feedback indicates high client satisfaction with the services provided. It suggests that clients have found Simplified Wealth Management to be knowledgeable, trustworthy, and effective in addressing their financial concerns.
Why Choose Simplified Wealth Management, Inc.
For anyone looking for a financial planning service that combines expertise with accessibility, Simplified Wealth Management, Inc. is an excellent choice. Their commitment to serving clients with various needs, combined with their excellent ratings, makes them a go-to for those seeking to streamline their financial affairs.
If you're in Corona, CA, or simply looking to consult with a financial planner who values accessibility and client satisfaction, consider reaching out through their website, simplifiedwealth.com. Schedule a consultation today to explore how Simplified Wealth Management, Inc. can help you achieve your financial goals in a welcoming and accessible environment.
👍 Reviews of Simplified Wealth Management, Inc.
