Slocum Wealth Management - San Luis Obispo, California
Address: 1410 Marsh St STE 1, San Luis Obispo, CA 93401.
Phone: 8055410101.
Website: slocumwealthmgt.com.
Specialties: Financial planner.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
Location of Slocum Wealth Management
Slocum Wealth Management, located at Address: 1410 Marsh St STE 1, San Luis Obispo, CA 93401, is a financial planning firm that offers a variety of services to help individuals and families manage their finances. With a phone number: 8055410101 and website: slocumwealthmgt.com, this company is easily accessible for those seeking financial guidance.
One of the key features of Slocum Wealth Management is their team of financial planners, who specialize in helping clients achieve their financial goals. Whether it's saving for retirement, planning for college, or managing investments, Slocum Wealth Management has the expertise to help.
In addition to their on-site services, Slocum Wealth Management also offers online appointments, making it convenient for clients to schedule a consultation from the comfort of their own home. The company is also wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients have equal access to their services.
Slocum Wealth Management has received high praise from their clients, with an average opinion: 5/5 based on 2 reviews on Google My Business. Many clients have noted the company's knowledgeable and helpful staff, as well as their personalized approach to financial planning.
Overall, Slocum Wealth Management is an excellent choice for those seeking financial planning services. With their team of experienced financial planners, convenient online appointments, and wheelchair accessible facilities, this company is well equipped to help clients manage their finances and achieve their financial goals.
If you're looking for a financial planner, be sure to check out Slocum Wealth Management. With their expertise and personalized approach, they are sure to provide the guidance you need to make informed decisions about your financial future. Don't hesitate to contact them through their website for more information.
Reviews of Slocum Wealth Management
