Abundance Wealth Planning, a Farther (Financial Life Focus) company - Newark, California

Address: 39899 Balentine Dr #200, Newark, CA 94560.
Phone: 09338347.
Website: financial-lifefocus.com.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

Location of Abundance Wealth Planning, a Farther (Financial Life Focus) company

09338347

Abundance Wealth Planning, a Farther (Financial Life Focus) company, is a reputable financial planning firm located at 39899 Balentine Dr #200, Newark, CA 94560. You can reach them at 09338347 or visit their website at financial-lifefocus.com.

This company specializes in financial planning, with a team of experienced professionals dedicated to helping clients achieve their financial goals. They offer a range of services, including retirement planning, investment management, tax planning, and estate planning.

Abundance Wealth Planning is committed to providing accessible services to all clients. Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom, making it easy for everyone to visit. They recommend making an appointment to ensure that you receive the personalized attention you deserve.

Client reviews on Google My Business give Abundance Wealth Planning an average rating of 5/5, reflecting the high level of satisfaction that clients have experienced. Here are some of the things that clients have said about this company:

Abundance Wealth Planning has been an excellent partner in managing my family's finances. They are knowledgeable, responsive, and always available to answer questions.
I feel confident that my financial future is in good hands with Abundance Wealth Planning. They take the time to understand my goals and provide customized advice to help me achieve them.
* The team at Abundance Wealth Planning is friendly, professional, and easy to work with. I highly recommend them to anyone seeking financial planning services.

If you are looking for a financial planning firm that is committed to helping you achieve your financial goals, look no further than Abundance Wealth Planning. With a range of services, accessible office, and a team of experienced professionals, they are the ideal partner for anyone seeking to build a secure financial future. Contact them today through their website to learn more and schedule an appointment.

Reviews of Abundance Wealth Planning, a Farther (Financial Life Focus) company

Abundance Wealth Planning, a Farther (Financial Life Focus) company - Newark, California

Gary Merrick

5/5

I can't say enough great things about Joseph at Abundance Wealth Planning! Having previously worked with 4 financial advisors, interviewed others, hearing plenty of stories from friends and family, and doing extensive research, I have a pretty solid understanding of the financial advisor/wealth planning world. Once you get under the hood, it ain't pretty! And that machine is built to make themselves money, period. Anything you gain is mostly incidental. Joseph has structured his business without any conflict of interest, so he works to benefit YOU and only you.

With that unbiased view, Joseph has helped us decide between multiple investment scenarios that no "regular" advisor would be capable of handling, and has provided insight that we hadn't considered. He is helping us to achieve our life goals through our finances. And the unique approach he provides is addressing our feelings about our finances and the decisions we're making, and connecting us to the bigger picture rather than the one size fits all approach that is so common in this industry.

I highly recommend Joseph at Abundance Wealth Planning!

Mason KooJoe

5/5

It's been a wonderful experience working with Joseph over the last year on our business & personal financial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

William Mohr

5/5

Joseph had really solid personalized advice for financial and life planning. I came away with a clear vision for both short and long term finances as well as how they might interact with my personal goals.

Over three months I learned about how to think through different investment options and how to arrive at a plan that fits into the timeline of anticipated life events. Joseph showcased a knack for identifying what is most impactful to my world view and also proved himself adept at holding in mind the various interactions between the components of an investment plan.