Wealth Enhancement Group - Orcutt, California

Address: 340 E Clark Ave, Orcutt, CA 93455, United States.
Phone: 8059374556.
Website: wealthenhancement.com
Specialties: Financial planner, Financial advisor, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilets, LGBTQ+ friendly, Transgender safe space, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 4.3/5.

📌 Location of Wealth Enhancement Group

Wealth Enhancement Group 340 E Clark Ave, Orcutt, CA 93455, United States

⏰ Open Hours of Wealth Enhancement Group

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–2 PM
  • Saturday: Closed
  • Sunday: Closed

Information about Wealth Enhancement Group

Wealth Enhancement Group, located at 340 E Clark Ave, Orcutt, CA 93455, United States, stands out as a trusted financial institution with a commitment to helping individuals and businesses enhance their wealth. With a phone number of 805-937-4556, reaching out for their services has never been easier. Their professional services are centered around being a Financial Planner, Financial Advisor, and Financial Consultant, ensuring clients receive comprehensive financial guidance tailored to their unique needs.

The website wealthenhancement.com offers a wealth of information about their services, specialties, and the welcoming environment they provide. Notably, Wealth Enhancement Group prides itself on being fully wheelchair-accessible, with features such as a car park, entrance, seating, and toilet that accommodate individuals with mobility needs. This inclusivity extends to offering gender-neutral toilets and LGBTQ+ friendly spaces, making it a safe and welcoming environment for everyone, including those who identify as transgender.

For those considering their financial future, it's worth noting that Wealth Enhancement Group has received 6 reviews on Google My Business, with an average opinion rating of 4.3/5. This impressive feedback underscores their dedication to client satisfaction and effective wealth management.

Prospects are encouraged to take advantage of their recommended appointments to truly experience the personalized service that Wealth Enhancement Group offers. Their specialties in financial planning and consulting, combined with their commitment to accessibility and inclusivity, make them a standout choice for anyone serious about managing and growing their wealth.

For anyone looking to enhance their financial well-being, it's highly recommended to visit their website, wealthenhancement.com, to learn more about how Wealth Enhancement Group can assist you in achieving your financial goals. Whether you're seeking advice on investments, budgeting, or retirement planning, their team of professional experts is ready to guide you towards a more prosperous future.

👍 Reviews of Wealth Enhancement Group

Wealth Enhancement Group - Orcutt, California
J H.
5/5

I have trusted my money with Brad since 2017 and my returns have always out preformed the market. This was especially nice because I no longer had to stuggle with managing a Goverment TSP program that I usually made more mistakes with then profitable desicions. I just turned it over to Brad and Wealth Enhancement Group and the results speak for themself.

The staff at Wealth Enhancement Group is extemely courteous and trustworthy.

Brad is extremely transparent and always takes our calls or returns them promply. Once a year or when we request it he sits down for a in person review. During these reviews Brad is always open to answer all your questions and to make sure the client is comfortable with the direction of their porfolio.

Wealth Enhancement Group - Orcutt, California
Danielle H.
1/5

I have been using this company for 10 years. I opened my 401k and kid’s 529 accounts with them. They have been filing my business taxes and preparing my staff 1099’s as well. I used them to set up my trust and will. The year before last I was charged $900 for my taxes, last year my taxes were filed late even though I start in Jan, this year I’m told they won’t be doing taxes any longer. This is 2 weeks after I requested my appt. Now I need to find a new CA firm for my 401k, 529’s and taxes during tax season. There was no call, no letter. Just a rude email. I do not recommend this business for anyone planning on a long term business relationship. This was all after the press saying the company had stolen from client’s retirement accts. Something is not right there.

Wealth Enhancement Group - Orcutt, California
Rebecca D.
5/5

I’ve never been treated so well at a financial management firm. The staff there treat you like a family member rather than a client. The front desk staff even remembered my name and my kid’s name when I came back! I have met with both Brad Boulton and Julie Darrah about our accounts and had a great experience. We also met with their accountant, Tim, he was very nice and helped us through our taxes (which are not easy because we run a small business) It’s a one stop shop because we also financed a home loan there too through Ryan so it was very convenient. They took the time to answer my questions and to explain to me what is happening with our investments. I plan on being a lifelong client and I’m so grateful for how comfortable I felt despite having little knowledge in finance. Thank you Vivid team!

Wealth Enhancement Group - Orcutt, California
aaron A.
5/5

Vivid Financial Management is great. They are honest and hard working people who are very good at what they do. They are personable, straightforward, and very helpful. I cannot say enough good things about Brad, Calvin, Tim, Todd and Julie.

Wealth Enhancement Group - Orcutt, California
Dawn M.
5/5

I have been a client for over 10 years. Vivid skillfully navigated my portfolio through many life changes. I depend on their straightforward, honest and caring advice and expertise.

Wealth Enhancement Group - Orcutt, California
Timothy J.
5/5

The best, nicest, most helpful professionals that I've ever dealt with!
Thank you guys!
Bless!

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