Wealth Preservation Advisors - Victorville, California

Wealth Preservation Advisors - Assisting Clients in Securing their Financial Future

Wealth Preservation Advisors, located at Address: 15401 Anacapa Rd # 1, Victorville, CA 92392, United States, is a financial consulting firm dedicated to helping clients preserve and grow their wealth. With a phone number of 8448997526 and website of moneydoctors.net, the company provides specialized services to those seeking financial stability and growth.

Specialties

As a Financial consultant, Wealth Preservation Advisors offers a wide range of services, including investment management, retirement planning, and estate planning. The firm's team of experienced professionals works closely with clients to understand their financial goals and develop a customized plan to help them achieve those objectives.

Other Points of Interest

The company's office is wheelchair-accessible, with a car park, entrance, and toilet available for those with mobility concerns. Appointments are required, and it is recommended to schedule in advance to ensure availability. The office also has toilets available for client use.

Opinions

Wealth Preservation Advisors has received numerous positive reviews, with a average opinion of 5/5 based on 7 reviews on Google My Business. Clients have praised the firm's team for their patience, expertise, and dedication to helping them achieve their financial goals. One client stated, "Greg and his team have been nothing short of phenomenal I’m very green when it comes to financial literacy, and they have not only enhanced my knowledge but also given me the opportunity/resources to accomplish all of my financial goals Greg was very patient with me and stayed the course to ensure I had all the tools necessary to start my debt free/retirement journey."

Recommendation

If you are seeking a financial consultant who can help you preserve and grow your wealth, look no further than Wealth Preservation Advisors. With a team of experienced professionals, a wide range of services, and a commitment to client satisfaction, the firm is an excellent choice for those looking to secure their financial future. Contact the firm today through their website or by phone to schedule an appointment and start your journey towards financial stability and growth.

👍 Reviews of Wealth Preservation Advisors

Tynthia L. H.

5/5

Greg and his team have been nothing short of phenomenal! I’m very green when it comes to financial literacy, and they have not only enhanced my knowledge but also given me the opportunity/resources to accomplish all of my financial goals! Greg was very patient with me and stayed the course to ensure I had all the tools necessary to start my debt free/retirement journey. I can’t express enough thanks to you all for changing my life and helping me to leave a legacy I can be proud of and you only hear about in fairytales. Kudos to you all for being the change we need to see in this world!

Yvette H.

5/5

Greg and his team are amazing! When I finally made a decision to establish generational wealth, I reached out to Greg. His care, support, and most of all patience with what I was looking for was superb. I have had multiple questions as his knowledge about setting people up for their future is not the normal life insurance or retirement plan so it was a bit confusing. I have since referred him to family members and friends, and everyone of us has nothing but good things to say about Greg White, and Wealth Preservation Advisors!

Dr. L. E.

5/5

There is really no body who is better at holistically managing and building wealth than Greg. Working with him had helped me sustain, grow and prepare for my future. Thanks Greg for everything!

Cheryl P.

5/5

Wealth Preservation Advisors were instrumental in my successful retirement. They focus on 1) Diversifying assets, 2) Growth Strategies 3) Income Plan, and 4) Protection of Principle. Great knowledge of all financial aspects.

Glenn C.

5/5

Greg and his team were helpful and informative and explained all the details with my case. Very pleased been a client for over 5 years!

Darrell H.

5/5

Greg does an outstanding job explaining the best options for his clients. I'm very pleased with his help and prompt service!

Jay W.

5/5

Learned the process of becoming debt free and creating Cash Flow, which lead to me joining the team to share this message with others. Thanks for the help and information. It helped me and others.