CSI Wealth Management - Arcadia, California
Address: 20 E Foothill Blvd #100, Arcadia, CA 91006.
Phone: 62940414.
Website: csiwealth.org
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.
📌 Location of CSI Wealth Management
⏰ Open Hours of CSI Wealth Management
- Monday: 8 AM–4:30 PM
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
Introduction to CSI Wealth Management
CSI Wealth Management, located at 20 E Foothill Blvd #100, Arcadia, CA 91006, is a reputable financial planning and investment service firm. With their phone number 62940414 and website csiwealth.org, they have made it easy for potential clients to reach out and learn more about their services. The company specializes in financial planning, financial consulting, and investment services, making them a one-stop solution for individuals seeking comprehensive wealth management solutions.
Specialties and Services
- Financial Planner: They offer personalized financial planning tailored to the unique needs of each client.
- Financial Consultant: Their team of experienced consultants provides expert advice on various financial matters.
- Investment Service: They help clients create and manage investment portfolios to achieve their long-term financial goals.
Other Points of Interest
- Online Appointments: They offer the convenience of scheduling appointments online.
- Wheelchair Accessible Entrance: Their office is designed to accommodate clients with mobility issues.
- Wheelchair Accessible Parking Lot: Ample parking spaces are available for clients with disabilities.
- Wheelchair Accessible Restroom: Restroom facilities are accessible to all clients.
- Appointment Required: It is recommended to schedule an appointment before visiting their office.
- Appointments Recommended: Although not mandatory, they encourage clients to book appointments for a more efficient consultation.
Opinions and Reviews
CSI Wealth Management has garnered 4 reviews on Google My Business, with an average rating of 4/5 stars. This positive feedback highlights the company's commitment to delivering exceptional service and helping clients achieve their financial goals.
Final Recommendation
For individuals seeking reliable and comprehensive wealth management solutions, CSI Wealth Management is a top choice. Their expertise in financial planning, consulting, and investments, coupled with their convenient online appointment system and accessible office, make them an ideal partner for those looking to secure their financial future. Don't hesitate to visit their website csiwealth.org or contact them at 62940414 to learn more about how they can help you achieve your financial objectives.
👍 Reviews of CSI Wealth Management
