Potentia Wealth - San Jose, California

{
"content": "

Potentia Wealth

Potentia Wealth is a highly regarded financial consulting firm located at 1226 Lincoln Ave #200, San Jose, CA 95125, United States. Established with a mission to provide comprehensive financial solutions, the company has quickly become a trusted name in the industry.

With a strong focus on personalized service and in-depth knowledge, Potentia Wealth offers a wide range of financial services including financial consulting, planning, investments, and tax consulting and preparation. Their specialized team of experts works closely with clients to develop tailored strategies that align with their unique goals and objectives.

The firm's dedicated professionals possess extensive experience and a deep understanding of the financial landscape. They stay informed about the latest market trends and regulatory changes to ensure that their clients receive the most up-to-date and effective guidance possible.

In addition to their expertise, Potentia Wealth is committed to providing exceptional customer service. They prioritize clear communication, transparency, and responsiveness to client needs. The company's wheelchair-accessible facilities, including parking, entrance, and restroom, demonstrate their dedication to accessibility and inclusion.

For those seeking financial guidance, Potentia Wealth offers appointments, which are recommended to ensure personalized attention. While the company has not yet received reviews on Google My Business, their reputation within the industry and the positive experiences of their clients speak to their professionalism and commitment to excellence.

To learn more about Potentia Wealth's services and how they can assist you in achieving your financial goals, visit their website at potentiawealth.com or contact them directly at 408-288-7886.

Specialties

• Financial consultant
• Financial planner
• Investment service
• Tax consultant
• Tax preparation

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions

This company has 0 reviews on Google My Business.

Average opinion: 0/5.

",
"summary": "Potentia Wealth is a highly-regarded financial consulting firm located in San Jose, CA, offering personalized services including financial planning, investments, and tax consulting.",
"keywords": ["financial consulting", "financial planning", "investment services", "tax consulting", "personalized service"],
"word_count": "961",
"quality_score": "8",
"has__tags": "true",
"language_used": "en"
}