Okay, here’s a comprehensive overview of Coordinated Wealth Management, designed to be a helpful resource for prospective clients, presented in a formal and approachable style:

Coordinated Wealth Management: A Trusted Financial Planning Partner

Coordinated Wealth Management is a dedicated financial planner serving clients in the Glendora, California area. Located at 216 N Glendora Ave #202, Glendora, CA 91741, the firm is committed to providing personalized and strategic wealth management solutions tailored to individual needs and goals. You can reach them at Phone: 67712927, or visit their website at cwmadvisor.com.

About Coordinated Wealth Management

Coordinated Wealth Management distinguishes itself through a client-centric approach. They understand that every individual’s financial situation is unique. Therefore, they emphasize a collaborative process, working closely with clients to develop comprehensive financial plans that address a wide range of objectives. Their services typically encompass:

Retirement Planning: Helping clients strategize for a comfortable and secure retirement.
Investment Management: Creating and managing investment portfolios aligned with risk tolerance and long-term goals. Diversification is a key element.
Estate Planning: Providing guidance on strategies to protect assets and ensure a smooth transfer of wealth.
Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.

Accessibility and Practical Information

Coordinated Wealth Management prioritizes accessibility for all clients. The firm offers a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. They also provide standard restroom facilities. Appointments are highly recommended to ensure dedicated time and attention to your specific circumstances.

Currently, Coordinated Wealth Management has 0 reviews on Google My Business, reflecting a nascent online presence. The average opinion is 0/5, suggesting an opportunity for the firm to build a strong reputation through client testimonials and positive feedback.

Key Contact Information

Address: 216 N Glendora Ave #202, Glendora, CA 91741
Phone: 67712927
* Website: cwmadvisor.com

Recommendation

For individuals seeking a reliable and personalized financial planning experience in the Glendora area, Coordinated Wealth Management presents itself as a promising option. While currently lacking extensive online reviews, their commitment to accessibility and client-focused service is noteworthy. We strongly encourage potential clients to explore their services further by visiting their website at cwmadvisor.com. Taking the first step to connect with a wealth management professional could significantly benefit your long-term financial well-being. Contact them today to schedule an appointment and discuss your specific needs.