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Essence Wealth & Insurance Services LLC - Santa Clara, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States.
Phone: 6509960924.
Website: essencewealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Essence Wealth & Insurance Services LLC

Essence Wealth & Insurance Services LLC 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States
☎️6509960924

⏰ Open Hours of Essence Wealth & Insurance Services LLC

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Essence Wealth & Insurance Services LLC

Essence Wealth & Insurance Services LLC is a highly regarded financial planning company based in Santa Clara, California. The company, located at 4677 Old Ironsides Dr # 350, has been providing top-notch financial services to its clients for several years now.

Specialties and Services:

  • Financial planning is the main focus of this company.

Accessibility and Other Points of Interest:

  • Wheelchair-accessible entrance and parking are available.
  • Wheelchair-accessible toilet facilities are provided.
  • The company is known for being LGBTQ+ friendly.
  • Appointments are recommended for a more personalized service.

Contact Information:

Customer Reviews and Opinions:

With an impressive average rating of 5/5 based on 4 reviews on Google My Business, Essence Wealth & Insurance Services LLC has clearly made a positive impact on its clients. One notable review highlights the professionalism, responsiveness, and timeliness of Sunny Wang, a representative at the company. The reviewer also highly recommends Sunny and Essence Wealth for all financial needs, indicating the company's commitment to providing excellent service.

With such a strong reputation and focus on financial planning, Essence Wealth & Insurance Services LLC is definitely a company to consider for anyone in need of financial guidance and advice.

👍 Reviews of Essence Wealth & Insurance Services LLC

Essence Wealth & Insurance Services LLC - Santa Clara, California
mark R.
5/5

If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!

Essence Wealth & Insurance Services LLC - Santa Clara, California
Mika S.
5/5

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective.

Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.

Essence Wealth & Insurance Services LLC - Santa Clara, California
Zach M.
5/5

My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on.

We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.

Essence Wealth & Insurance Services LLC - Santa Clara, California
Boris E.
5/5

If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has alresdy saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5 star rating and more.

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