Kensington Investment Counsel - Long Beach, California

Introduction to Kensington Investment Counsel

For individuals and families seeking expert financial planning and investment services, Kensington Investment Counsel stands as a dedicated resource. Located in Long Beach, California, this veteran-owned firm offers personalized guidance to help clients achieve their long-term financial goals. This detailed overview will explore Kensington Investment Counsel’s services, location, accessibility features, and current feedback, providing potential clients with a comprehensive understanding of what to expect.

Company Details and Specialties

Kensington Investment Counsel operates from its address at 5580 2nd St #209, Long Beach, CA 90803, United States. Clients can easily reach them by phone at 562-983-6677. Their website, kensingtonic.com, serves as a central hub for information, including details about their services and team. The firm specializes in providing tailored investment services and acting as a financial planner. They focus on building robust, diversified portfolios aligned with each client’s unique risk tolerance, time horizon, and financial objectives. Kensington Investment Counsel distinguishes itself through a commitment to understanding individual circumstances and crafting bespoke strategies to navigate the complexities of the financial landscape.

Location and Accessibility

The firm’s physical location at 5580 2nd St #209 offers a convenient and professional environment for client consultations. Long Beach, California, provides a vibrant and accessible community. Notably, Kensington Investment Counsel has prioritized accessibility for all clients. The office features a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring that individuals with mobility challenges can readily access their services. This dedication to accessibility highlights the firm’s values and their commitment to serving a diverse clientele.

Other Points of Interest

Kensington Investment Counsel identifies as a veteran-owned business, reflecting a deep-rooted commitment to community support and a strong sense of responsibility. This veteran status adds a layer of integrity and potentially a unique perspective to their approach to financial planning. The firm’s team comprises experienced professionals dedicated to providing sound advice and ongoing support. They emphasize a client-centric approach, prioritizing open communication and transparency throughout the planning process. Furthermore, the firm consistently strives to stay abreast of the latest market trends and regulatory changes, ensuring that their clients benefit from the most up-to-date strategies.

Client Feedback and Reputation

Currently, Kensington Investment Counsel has 0 reviews on Google My Business, which presents an opportunity for the firm to build a stronger online presence and garner positive feedback. The average opinion is 0/5, indicating a lack of publicly available reviews at this time. While this initial feedback is neutral, the firm’s commitment to client satisfaction suggests a desire to improve and establish a solid reputation within the community. Encouraging clients to share their experiences through reviews would be a valuable step in enhancing the firm’s visibility and credibility.

Services Offered – A Closer Look

• Investment Portfolio Management: Developing and managing diversified investment portfolios tailored to individual client needs and risk profiles.
• Financial Planning: Creating comprehensive financial plans encompassing retirement planning, estate planning, tax planning, and education funding.
• Retirement Planning: Assisting clients in determining the appropriate retirement savings strategies and planning for a comfortable retirement.
• Estate Planning: Providing guidance on estate planning matters, including wills, trusts, and asset protection.
• Tax Planning: Working with clients to minimize their tax liabilities through strategic investment and planning decisions.

Conclusion

Kensington Investment Counsel presents itself as a dedicated and accessible financial advisor, offering personalized investment solutions. Despite a current lack of online reviews, the firm’s veteran ownership, commitment to accessibility, and focus on client-centric service create a foundation for building trust and delivering valuable financial guidance. Potential clients are encouraged to contact Kensington Investment Counsel directly at 562-983-6677 or visit their website at kensingtonic.com to schedule a consultation and explore how their expertise can help you achieve your financial aspirations. The firm’s dedication to inclusivity and its strategic location in Long Beach make it a viable option for those seeking a knowledgeable and reliable financial partner.