Integris Wealth Management - Monterey, California

Introduction to Integris Wealth Management

Integris Wealth Management, situated at 435 Washington St Suite A, Monterey, CA 93940, stands out as a distinguished financial service provider in the Monterey area. With a dedicated phone line at 831-333-1717, potential clients can easily reach out to this reputable firm. Their professional presence is further underscored by a comprehensive website at integriswealth.com, which offers a wealth of information about their services and how they can assist individuals in managing their financial futures.

Key Features and Services

Integris Wealth Management specializes in offering a range of financial services, including but not limited to Financial Planning and Investment Services. These specialties reflect a holistic approach to client care, ensuring that each individual's unique financial situation is thoroughly understood and addressed. The firm emphasizes the importance of planning for estate, retirement, insurance, and overall financial health, making it a one-stop-shop for all wealth management needs.

Accessibility and Convenience

The firm's commitment to accessibility is noteworthy. Integris Wealth Management boasts a wheelchair accessible entrance, ensuring that clients of all abilities can comfortably enter and navigate their facilities. Additionally, the parking lot is equipped for wheelchair accessibility, and there's even a restroom designed with accessibility in mind. For those who prefer the convenience of not having to travel, free parking is available on-site. This attention to detail not only reflects the company's commitment to inclusivity but also adds a layer of convenience for their clients.

Client Satisfaction and Experience

Client feedback is a vital aspect of any business, and Integris Wealth Management has garnered a commendable reputation. With just one review on Google My Business, the average opinion stands at a highly positive 5/5. This score suggests a consistently high level of service and client satisfaction. While the single review may not provide a comprehensive view, it does indicate that the firm excels in areas such as estate planning, retirement planning, and insurance planning, aligning with their stated specialties.

Recommendation for Potential Clients

For anyone seeking professional guidance in their financial journey, Integris Wealth Management presents an invaluable opportunity. Their expertise in financial planning and investment services, coupled with a commitment to accessibility and client satisfaction, makes them a standout choice. To experience their exceptional service firsthand, interested individuals are encouraged to visit their website at integriswealth.com or call them directly at 831-333-1717. An appointment may be required, and they recommend scheduling one in advance to ensure personalized attention for your financial planning needs.

👍 Reviews of Integris Wealth Management

Kurt P.

5/5

Estate Planning Retirement Planning Insurance Planning Financial Planning