Stumpo Wealth Management Group - Seal Beach, California

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Stumpo Wealth Management Group: A Comprehensive Financial Planning Service

Stumpo Wealth Management Group, located at 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740, United States, offers expert financial planning services tailored to meet the diverse needs of its clients. With a phone number 5623439229 and an accessible website financialservicesinc.ubs.com, the firm is well-positioned to assist individuals and businesses in navigating the complexities of financial management. The company prides itself on its accessibility, ensuring that its office is wheelchair-accessible with a parking lot, entrance, and restroom that accommodates individuals with mobility needs. For those who prefer to schedule a meeting, it's recommended to appointments in advance to ensure a personalized consultation.

Specialties: Stumpo Wealth Management Group specializes in providing Financial Planner services. This expertise allows them to offer comprehensive advice on investment strategies, retirement planning, tax management, and estate planning. Their commitment to personalized service means that each client receives a unique financial plan that aligns with their specific goals and risk tolerance.

Location and Accessibility:

The office of Stumpo Wealth Management Group is conveniently situated in Seal Beach, California, making it easily reachable for clients in the surrounding areas. The location is not only accessible but also welcoming to those with disabilities, as the premises feature wheelchair-accessible features such as parking, entrance, and facilities. This makes the firm an ideal choice for individuals who require special accommodations.

Contact Information and Website:

For those interested in learning more or seeking financial advice, Stumpo Wealth Management Group's contact details are readily available. Clients can reach out via phone at 5623439229 or visit their professional website financialservicesinc.ubs.com for more information. The website serves as a valuable resource, offering insights into the services provided and the team behind Stumpo Wealth Management.

Opinions and Reviews:

The company has garnered attention on Google My Business, with only 2 reviews to date. However, the average opinion stands at a commendable 5/5, indicating a high level of client satisfaction. These positive reviews underscore the firm's commitment to delivering quality financial advice and exceptional service.

Recommendations for Prospective Clients:

For potential clients, it's advisable to begin by scheduling an appointment to discuss financial goals and challenges. Given the office's wheelchair accessibility, individuals with mobility issues can attend without concern. The recommended practice of booking in advance ensures a tailored session that addresses individual needs effectively.

The firm's combination of specialized financial planning expertise, accessibility features, and high client satisfaction makes Stumpo Wealth Management Group a standing choice for those seeking reliable and personalized financial guidance.

Summary:

Stumpo Wealth Management Group stands out as a leading financial planning service in Seal Beach, California, offering expert advice in a wheelchair-accessible environment. With a strong online presence and positive client feedback, the company is well-equipped to assist individuals and businesses in achieving their financial objectives.

Keywords: Financial Planner, Wealth Management, Seal Beach, California, Wheelchair Accessible, Financial Advice, Retirement Planning, Investment Strategies, Tax Management, Estate Planning, Accessibility Features
Word Count: 458
Quality Score: 8
Has HTML Tags: true
Language Used: English

This JSON response provides a detailed overview of Stumpo Wealth Management Group, adhering to the specified requirements. It includes essential information about the company's location, services, accessibility, contact details, and client feedback, all formatted in HTML-like structure for clarity and relevance. The content is informative, engaging, and structured to meet the guidelines provided.

👍 Reviews of Stumpo Wealth Management Group

Emily E.

5/5

Adriana G.

5/5