Parsons Wealth Management - Half Moon Bay, California

Address: 721 Purissima St Suite C, Half Moon Bay, CA 94019.
Phone: 6507260640.
Website: parsonswealthmgmt.com
Specialties: Financial planner, Certified public accountant, Financial consultant, Investment service, Tax preparation.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Parsons Wealth Management

Parsons Wealth Management 721 Purissima St Suite C, Half Moon Bay, CA 94019

⏰ Open Hours of Parsons Wealth Management

  • 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

Introduction to Parsons Wealth Management

Nestled in the tranquil town of Half Moon Bay, California, Parsons Wealth Management stands as a beacon of financial expertise. Located at Address: 721 Purissima St Suite C, Half Moon Bay, CA 94019, this esteemed firm can be reached at Phone: 6507260640. For those seeking to delve deeper into their services, the website: parsnsworthnmgt.com offers a wealth of information.

Specialties and Services

Parsons Wealth Management boasts a multidisciplinary team adept in various financial services. Their expertise includes Financial Planning, Certified Public Accounting, Financial Consulting, Investment Services, and even Tax Preparation. This comprehensive suite of services ensures that clients receive tailored financial advice and solutions for their unique needs.

Accessibility and Convenience

Understanding the importance of accessibility, Parsons Wealth Management offers a wheelchair-accessible parking lot and restroom, ensuring a comfortable visit for everyone. Besides these amenities, they kindly recommend scheduling appointments to ensure a smooth experience.

Customer Satisfaction

The firm's dedication to customer service is reflected in its glowing reviews. With only two reviews on Google My Business, both highlight an unparalleled level of respect and service quality. One proud client, a mail carrier for 25 years, has been consistently impressed, saying, "the folks at John Parson's accounting have always treated me with the highest degree of respect for 10 years and never has there been an issue." Such testimonials are a testament to the positive and professional environment fostered at Parsons Wealth Management.

Recommendation

For anyone in search of reliable financial guidance, Parsons Wealth Management is a standout choice. Their commitment to providing top-notch services, combined with their accessibility and positive reputation, makes them an ideal partner for your financial needs. To explore their offerings further or to schedule an appointment, we warmly encourage you to visit their website. Whether you're seeking investment advice, tax relief, or simply need a financial plan crafted for your future, Parsons Wealth Management is equipped to meet your needs with professionalism and care.

Remember, the key to a secure financial future lies in making informed decisions, and with Parsons Wealth Management, that decision becomes much easier. Don't hesitate to reach out to them at their provided phone number or visit their website to take the first step towards financial peace of mind.

👍 Reviews of Parsons Wealth Management

Parsons Wealth Management - Half Moon Bay, California
Robert C.
5/5

the folks at John Parson's accounting have always treated me with the highest degree of respect for 10 years and never has there been an issue. As a mail carrier in Half Moon Bay for 25 years I can say that John Parson's and his up-to-date tax preparers are the BEST!

Parsons Wealth Management - Half Moon Bay, California
Melanie D.
5/5

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