Bridget Harkins, CFP - Wheels Up Wealth, Inc. - Benicia, California
Address: 602 W K St, Benicia, CA 94510.
Phone: 074000992.
Website: wheelsupwealthinc.com.
Specialties: Financial planner, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 4/5.
Location of Bridget Harkins, CFP - Wheels Up Wealth, Inc.
Bridget Harkins, CFP, is the principal of Wheels Up Wealth, Inc., a financial planning and investment service company located at Address: 602 W K St, Benicia, CA 94510. With a Phone: 074000992 and website wheelsupwealthinc.com, the company specializes in providing financial planning and investment services to its clients.
Bridget Harkins, CFP, has identified Wheels Up Wealth, Inc. as a women-owned business. The company offers online appointments as well as onsite services, making it convenient for clients to schedule meetings. Additionally, the company provides wheelchair-accessible entrance, parking lot, and restroom, ensuring that all clients have equal access to their services. They also offer gender-neutral restrooms and an appointment-required policy, ensuring a personalized experience for each client.
According to Google My Business, Wheels Up Wealth, Inc. has received 1 review with an average opinion of 4/5. This indicates that the company has a positive reputation among its clients.
Wheels Up Wealth, Inc. offers a variety of financial planning and investment services. They can help clients with retirement planning, estate planning, investment management, and more. Bridget Harkins, CFP, has the expertise and experience to guide clients through the complex world of finance.
If you are looking for a financial planner or investment service, Wheels Up Wealth, Inc. is a great option. With their convenient location, accessible facilities, and positive reputation, they are a reliable choice for financial planning and investment services.
The company's website, wheelsupwealthinc.com, offers more information about their services and team. We recommend visiting their website to learn more about Bridget Harkins, CFP, and Wheels Up Wealth, Inc.
Reviews of Bridget Harkins, CFP - Wheels Up Wealth, Inc.
