VOSBERG WEALTH MANAGEMENT - Glendora, California

Overview of VOSBERG WEALTH MANAGEMENT

VOSBERG WEALTH MANAGEMENT, located at 224 W Foothill Blvd, Glendora, CA 91741, United States, stands out as a comprehensive financial services provider. With a contact phone number 6263585458, potential clients can reach out to schedule an appointment or discuss their financial needs. Their professional services encompass a broad spectrum, including financial planning, advisory, consulting, and investment services. The company has made its online presence accessible through vosbergwealth.com, making it easy for interested parties to learn more about their offerings.

Features and Accessibility

VOSBERG WEALTH MANAGEMENT prides itself on its commitment to accessibility and convenience. Patrons can benefit from online appointment scheduling, ensuring they can plan their visit at a time that suits them best. The firm also offers onsite services, which is particularly useful for those who prefer personalized consultation without the need to travel. For accessibility, the office boasts a wheelchair-accessible entrance, parking lot, and washroom, guaranteeing a comfortable experience for everyone.

Expertise and Recommendations

Clients often express their satisfaction, highlighting the expert guidance provided by professionals like Brian Vosberg. One review vividly states, "I would highly recommend them. The patience and detailed explanation provided by Brian were invaluable." This sentiment underscores the firm's dedication to educating and advising clients thoroughly. With numerous positive reviews, including an average opinion of 5 out of 5 stars based on 12 reviews, VOSBERG WEALTH MANAGEMENT clearly excels in meeting and exceeding client expectations.

Making an Appointment

For those considering financial planning or investment services, it's advisable to make an appointment in advance. The office's policy states appointments required, ensuring that clients receive personalized attention from the experts. It's also highly recommended to book an appointment early, given the glowing testimonials that suggest a high level of client satisfaction and possibly the possibility of limited availability.

Final Recommendation

Given the comprehensive services offered, the commitment to accessibility, and the overwhelmingly positive feedback from clients, VOSBERG WEALTH MANAGEMENT is undoubtedly worth reaching out to. To start your journey towards financial security and peace of mind, visit their website at vosbergwealth.com to learn more about their services and how they can benefit you. Don't miss this opportunity to secure your financial future with a team that truly cares about your well-being.

👍 Reviews of VOSBERG WEALTH MANAGEMENT

Jeremy T.

5/5

I would highly recommend them. I reached out seeking high level guidance on a variety of tax, retirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

Ken R.

5/5

We have been with Brian for a several years now. He takes the time to explain everything in great detail and makes us feel extremely comfortable. I would highly recommend his services to anyone looking to secure their financial future.

Heidi C.

5/5

My husband Brian Christ and I have been clients of Brian Vosberg for at least 5 or 6 years. His knowledge of wealth management and education in the financial industry is amazing. We are very comfortable with letting him handle our portfolio and making investment choices for us. He has quite a professional office staff and it easy to call or make appointments. You will be making a smart decision to have as your financial advisor.

gloria B.

5/5

Vosberg Wealth Management workshop was extremely enlightening and helpful to my husband and I. And the free follow up meeting we had with Brian also brought us information about our situation that was helpful to us personally. The entire team was professional, responsive, and caring. Truly a great team of caring individuals.

Scott L. L.

5/5

Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing. His long term view matches ours. The communication is prompt and easy because if the staff there. I have only been to the new office once but it looks amazing and we look forward to visiting again when we can.

TC D.

5/5

When my wife and I started looking for a CFP over 12 years ago our top priorities were trust and knowledge. We found both with Brian and Vosberg Wealth Management (formerly Vossberg & Associates). Brian has helped us significantly increase our wealth over the years. As a result, my wife and I are able to retire much earlier now. We have referred several family members and friends and they have all been ecstatic with VWM's services. I highly recommend you give them a call, they great people and very knowledgeable.

Joseph ?. P.

5/5

My wife and I have known Brian for 15 years. Under his financial expertise our portfolio has done way better than expected.
We feel so fortunate to have him not only for financial advice but questions regarding real estate investments as well. Joe and Rosemary Priebe

Adriana M.

5/5

It was a very good and informative seminar. It went fast, so much information, but Brian took his time in answering all of our questions (and there were many!). Good job!