Sears Wealth Management & Insurance Solutions - Rancho Cucamonga, California

Discover the Exceptional Services of Sears Wealth Management & Insurance Solutions

Nestled in the heart of Rancho Cucamonga, California, at Address: 12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, United States, Sears Wealth Management & Insurance Solutions stands as a beacon of financial expertise and insurance solutions. With a phone number 9093300074 readily available, potential clients can reach out for their comprehensive services with ease. Their professional website, searswealth.com, offers a treasure trove of information about their services and how they can assist you.

Specialties: Sears Wealth Management & Insurance Solutions pride themselves on offering a wide array of services tailored to meet diverse client needs. Their roster includes Financial Planning, where experienced planners craft personalized financial strategies. As a Insurance Broker, they offer competitive insurance policies to shield your assets. For those looking to grow their wealth, they serve as an Investment Company and provide Investment Services to help your money work for you. Additionally, they operate as a Life Insurance Agency, ensuring your loved ones are protected in the event of your absence.

When considering their services, it's noteworthy that they cater to Online Appointments, allowing for flexible scheduling. Clients can also benefit from On-site Services, ensuring convenience without the need to travel. For those who require language assistance, they offer support in multiple languages, making their services inclusive. The facility is fully Wheelchair Accessible, with a car park, entrance, seating, and toilet designed to accommodate mobility aids.

Other points of interest: It's recommended to book an Appointment, and while appointments are required, they highly recommend scheduling in advance to ensure your needs are met promptly.

Clients have shared their positive experiences, with 14 reviews on Google My Business, reflecting an average opinion of 4.9/5. This score signifies high customer satisfaction, showcasing the company's commitment to excellence and client service.

For anyone in search of reliable financial management and insurance solutions, Sears Wealth Management & Insurance Solutions is a trustworthy choice. Their> accessible location, combined with their comprehensive range of services, makes them a go-to destination for securing your financial future.

Final Recommendation: If you're seeking personalized financial planning, insurance needs, or investment advice, don't delay – visit their website at searswealth.com to schedule a consultation. Their team at Sears Wealth Management & Insurance Solutions is ready to help you navigate the complexities of finance and insurance, ensuring you're well-prepared for whatever the future holds.

👍 Reviews of Sears Wealth Management & Insurance Solutions

LuAnn S.

5/5

I began working with Mike when I turned 59. He listened to what my wants and needs were going to be for my retirement. With his help and planning I was able to retire early at 63. I have been retired nearly 3 years now and I love being able to travel (covid permitting) and relax. I had worked as a nurse on the graveyard shift for over 30 years. I have a special needs son that Mike has helped me plan for. He introduced me to someone that helped me put together a trust. I can just relax knowing both my sons will be well cared for when my husband and myself are gone. Call Mike up and see what he can to do help you reach your financial and retirement plans.

Wenonah H.

5/5

Mike Sears was recommended to us, and we can see why he was recommended! He's good at explaining elements of financial planning, and listening to you and your needs and makes recommendations based on your personal financial road map. As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances), and plots out the best route to get to your destination.

Catherine

5/5

Absolutely love working with Mike Sears and his team for decades now. Complete trust is how I feel when working with them. So grateful I started this journey so long ago.

Steve P.

5/5

Mike gives excellent advise and creates a custom road map for your unique situation. He explains the process in every detail so that you are clearly informed and understand where every penny of your money is going. It brings such peace of mind knowing your future is protected and your earnings will last beyond their normal years in a traditional bank account. Income for life!!! That is what it’s all about!!
Thanks again to the Sears Wealth management team!!

Greg S.

5/5

My wife was afraid of the day I would be retiring, no regular paycheck coming in! She was concerned with, "what happens if we run out of money?". After our first meeting with Sears Wealth Management she wasn't nervous anymore and was at peace with our retirement plan that was shown to us. A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan". Thank you Sears Wealth Management ♡

Karla V. V.

5/5

I had been a client of Sears Wealth Management & Insurance Solutions for about a year when I was faced with the need for an unplanned early retirement. I could not have done this without the assistance and guidance from this company. I would give them 10 stars if that was an option. My new mantra is "Sears Wealth Management - Don't retire without them!"

Bill H.

5/5

My company offered me an early retirement bonus. I have always worked on saving for retirement but was not sure I was ready to really do it. After sitting down with Sears Wealth Management we not only determined that I could retire but we also laid out a plan on how to do it. That allowed me to take the early retirement bonus without any doubt or fear. If I could go back and change anything, the only thing I would do differently would be to sit down and talk with them sooner so I could have put things into motion sooner.

Jerry F.

5/5

Sears Wealth Management & Insurance is well seasoned and professional in their ability to provide the critical custom platforms to maximize your desired goals. For us that experience was important, but even more comforting was the friendship and heartbeat of this company. Honestly it's just home to us!