Genwealth 360 Inc - Long Beach, California

Address: 3711 Long Beach Blvd #1018, Long Beach, CA 90807.
Phone: 8556653818.
Website: genwealthinc.com
Specialties: Financial consultant, Consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Genwealth 360 Inc

☎️8556653818

⏰ Open Hours of Genwealth 360 Inc

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

Okay, here’s a detailed description of Genwealth 360 Inc., formatted as requested, suitable for someone seeking information about their services:

Genwealth 360 Inc.: A Comprehensive Overview

For individuals and families seeking expert financial consultation and guidance, Genwealth 360 Inc. presents a compelling option. Located in the vibrant coastal city of Long Beach, California, this firm has established itself as a trusted resource for a variety of financial needs. Their commitment to client success is reflected in their consistently positive reviews and accessible facilities.

Location & Contact Information: Genwealth 360 Inc. operates from 3711 Long Beach Blvd #1018, Long Beach, CA 90807. Clients can easily contact them at 855-665-3818. You can also explore their services and learn more on their website: genwealthinc.com.

Specialties & Services: Genwealth 360 Inc. primarily functions as a financial consultant and a general consultant. They specialize in providing tailored advice to help clients achieve their financial goals, which may include retirement planning, investment strategies, estate planning, and overall wealth management. They focus on building long-term relationships and understanding each client's unique circumstances.

Key Features & Accessibility: Genwealth 360 Inc. prioritizes client comfort and accessibility. The facility boasts a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. They also offer standard restrooms for all visitors. Appointments are strongly recommended to ensure dedicated attention and personalized service.

Client Feedback & Reputation: The company currently holds 14 reviews on Google My Business, with an impressive average opinion of 4.7/5. These reviews consistently highlight the firm’s professionalism, knowledgeable staff, and client-focused approach. Here’s a summarized view of what clients are saying:

Strong emphasis on listening to client needs.
Clear and understandable explanations of financial concepts.
Responsive and helpful communication.
Effective strategies for achieving financial goals.

Aspect	Rating (out of 5)	Summary
Overall Experience	4.7	Clients consistently praise the quality of advice and service.
Professionalism	4.8	Reviewers commend the team’s competence and courteous demeanor.
Communication	4.5	Clear and timely communication is frequently cited as a positive.

Additional Points of Interest: Beyond the accessibility features, Genwealth 360 Inc. demonstrates a commitment to providing a seamless and comfortable experience for all clients.

Recommendation: Considering the positive feedback, convenient location, and specialized services, Genwealth 360 Inc. appears to be a valuable resource for anyone seeking professional financial guidance. We strongly encourage potential clients to visit their website at genwealthinc.com to schedule an appointment and discuss their specific financial needs. Direct contact at 855-665-3818 will provide you with the opportunity to speak with a representative and learn more about how they can assist you.

👍 Reviews of Genwealth 360 Inc

Genwealth 360 Inc - Long Beach, California

Sarah G.

5/5

Coming from completing my residency and fellowship, I had no idea about the complexity of taxes. We found an accountant who did a pretty good job for where we were at that time. As life happens, there were changes in the income which meant changes in the taxes. I was looking for an accountant who understood my current position as well as the future I was seeing for my family and I.

I actually saw Genwealth on a Facebook ad in 2017 but I didn’t reach out until 2020. When I did, I was met by a wonderful team who took a good inventory of my unique circumstances. Mr. Shawn Davenport and his team showed great expertise in addressing my circumstances, making sure that I was completely compliant with the IRS and also setting me on an individualized plan for financial success. It’s very easy to set up appointments to speak with the team and they are prompt and knowledgeable in their responses.

I am very grateful for what this team has done for us.
Now, Genwealth has this client for life.

My only wish is that I had started with them sooner.

Any way, I’m here now and I will follow the plan and advise Shawn gives and I’m sure I’ll be in a better place as I work these next years to come. I just wish Shawn and his team all the best as they help others like me.

Tarun K.

1/5

I reached out to this company after seeing an ad on Facebook.

After my initial discussion with Sid, my wife and I did not feel comfortable sharing our sensitive information with the company, and requested another meeting to loop in our finance professionals to better vet our fit for Genwealth’s services.

Sid and Shawn responded saying they were both booked solid for weeks and couldn’t fit us in for a meeting, so I told them I would like to then part ways. Sid responded immediately and scheduled a meeting with us. My wife, also a physician, I, and one of our finance professionals, all set aside time out of our busy schedules to speak with them on Apr 27th at 4P. They never called! I tried calling, I sent an e-mail, no response.

The next morning, I got a voicemail from a new person, Tina, saying the building they are in is undergoing construction, which is why they weren’t able to call. She also stated that she would be handling the matter now because Sid has had some kind of emergency.

Very shady business, would NOT recommend it.

Katherine W.

5/5

I have really enjoyed working with GENwealth. Shawn answers all my questions and is always available to help me navigate the financial issues that come up. He has put in place a wonderful strategic wealth plan for me and the company.

Don D.

5/5

Mr. Davenport and his team have been a great asset for our business! He truly knows all the strategies that helped us keep more of our hard earned money without putting us at risk for audit. I truly thank them for helping me save on the ridiculous amount of taxes we have to pay.

George C. M.

5/5

Genwealth has been great to me. They have helped me to develop strategies to save money and maximize my legal deductions as much as possible. They are always available and very courteous.

niki S.

5/5

Thank you Genwealth for all the help!!
Shawn and his team have been amazing. I have learned so much in the last year and I am thankful for all you have done!

Jennifer G.

5/5

I have worked with Amanda and Shawn and both are extremely good at what they do! Extremely helpful and professional.

Mark A. J.

5/5

GenWealth has great minds that are exceptional at creating a financial portfolio that fits your needs.