Thiesen Dueker Modern Wealth Management - Visalia, California
Address: 3010 W Main St Suite B, Visalia, CA 93291.
Phone: 96254005.
Website: thiesendueker.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment company, Investment service, Tax preparation service.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Thiesen Dueker Modern Wealth Management
⏰ Open Hours of Thiesen Dueker Modern Wealth Management
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–1:30 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a comprehensive overview of Thiesen Dueker Modern Wealth Management, formatted as requested and emphasizing key details:
Thiesen Dueker Modern Wealth Management: A Detailed Overview
For individuals and families seeking comprehensive financial planning and expert guidance, Thiesen Dueker Modern Wealth Management presents a noteworthy option. Located in Visalia, California, this firm offers a range of services designed to help clients achieve their long-term financial goals. Let’s delve deeper into what they offer and what you should know.
Location and Contact Information: Thiesen Dueker Modern Wealth Management is situated at 3010 W Main St Suite B, Visalia, CA 93291. Clients can readily reach them by phone at 96254005. Their website, thiesendueker.com, provides a centralized hub for information and resources.
Specialties and Services: The firm specializes in a wide array of financial services including:
- Financial Planner: They assist in creating personalized financial plans.
- Financial Advisor: Providing ongoing advice and support.
- Financial Consultant: Offering strategic guidance tailored to individual circumstances.
- Investment Company: Managing investment portfolios.
- Investment Service: Delivering diverse investment solutions.
- Tax Preparation Service: Assisting with tax planning and preparation.
Points of Interest: Thiesen Dueker Modern Wealth Management emphasizes client accessibility. Key features include:
- Online Appointments: Convenient scheduling options.
- Onsite Services: Personalized consultations at their Visalia office.
- Language Assistance: Support for clients requiring translation services.
- Accessibility: The facility is equipped with a wheelchair accessible entrance, parking lot, and restroom.
Client Feedback: Currently, Thiesen Dueker Modern Wealth Management has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback. The average opinion is 0/5. This suggests an opportunity for them to actively solicit and showcase client testimonials.
Key Considerations for Prospective Clients: Given the lack of reviews, it's prudent to conduct thorough research and schedule a consultation to assess their approach and determine if their services align with your specific needs. Their commitment to accessibility demonstrates a dedication to serving a broad client base. The firm’s comprehensive service offerings – encompassing both investment management and tax preparation – represent a significant advantage for those seeking integrated wealth management solutions.
Recommendation: For individuals seeking a dedicated and accessible financial advisor in the Visalia area, we recommend visiting the Thiesen Dueker Modern Wealth Management website at thiesendueker.com to schedule an initial consultation. Taking this proactive step will allow you to explore their services firsthand and determine if they’re the right partner to help you achieve your financial aspirations.