WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA - Santa Monica, California
Address: 520 Broadway #200, Santa Monica, CA 90401, United States.
Phone: 3102204946.
Website: wellacrewealth.com
Specialties: Financial advisor, Financial Advisor, Financial planner.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA
WellAcre Global Wealth Advisors: A Trusted Certified Financial Planner in Santa Monica, CA
WellAcre Global Wealth Advisors is a renowned Certified Financial Planner located in Santa Monica, CA, offering top-notch financial advisory services. With a dedicated team of experts, they provide personalized financial plans and solutions to help clients achieve their financial goals. Their office is conveniently situated at 520 Broadway #200, Santa Monica, CA 90401, United States, and can be reached through their phone number 310-220-4946 or by visiting their website at wellacrewealth.com.
Specialties and Services
- Financial advisor: WellAcre Global Wealth Advisors offers professional financial advice to help clients manage their finances effectively.
- Financial Planner: The company specializes in creating personalized financial plans to meet the unique needs of their clients.
Other Points of Interest
In addition to their exceptional services, WellAcre Global Wealth Advisors provides on-site services and ensures accessibility for all clients by offering wheelchair-accessible facilities, including a wheelchair-accessible car park, entrance, and toilet.
Client Opinions and Reviews
With a strong reputation and a 5/5 average rating based on 20 reviews on Google My Business, WellAcre Global Wealth Advisors has gained the trust of numerous clients. One satisfied client, Philippa from Santa Monica, praises the firm's commitment to understanding their clients' needs and providing personalized, comprehensive financial advice. Adam, a key advisor, is known for his thoroughness, enthusiasm, and prompt responsiveness to client queries.
Final Recommendation
If you are seeking a reliable and experienced financial advisor in Santa Monica, CA, WellAcre Global Wealth Advisors is an excellent choice. With their expertise, personalized approach, and exceptional service, they can help you achieve your financial goals. We highly recommend visiting their website or contacting them directly at 310-220-4946 to learn more about their services and how they can assist you in managing your finances.