Wealth Design Group - Sacramento, California

Wealth Design Group, located at Address: 3445 American River Dr C, Sacramento, CA 95864, is a financial consulting firm that offers expert advice and solutions to help individuals and families manage their finances effectively. With a phone number: 64800669 and a user-friendly website: wealthdesigngroup.com, this company prides itself on being accessible and responsive to clients' needs.

The firm's main specialties include financial consulting, and the team is dedicated to helping clients achieve their financial goals by providing customized and comprehensive financial plans. The group's mission is to provide clients with the knowledge, tools, and resources they need to make informed financial decisions, regardless of their stage of life.

One of the unique features of Wealth Design Group is its commitment to accessibility. The office has a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can access the office comfortably. The office also has a restroom for added convenience.

When it comes to scheduling an appointment, the company recommends that clients book in advance, as this helps the team provide the best possible service. This consideration for clients' time and convenience is just one of the many ways that Wealth Design Group goes above and beyond to meet clients' needs.

According to opinions: This company has 1 review on Google My Business, the average opinion is 5/5. This high rating is a testament to the team's expertise, professionalism, and dedication to providing exceptional service.

Reviews of Wealth Design Group

Cebron Walker

5/5

Gary has advised me and helped me with my retirement planning for the past 4 years. His level of service to meet me where and when I needed was extremely helpful. Every time we've spoken he gives me as much time as I need to understand the process. One of our financial products we have with Gary is whole life. We've taken a loan against the funds that have built up and replaced it already once. We used it to purchase additional investments. The money made was doubled and tripled. Since working with Gary I can say that we are in an entirely new place financially. He's a stable part of our financial "household". If you're looking for someone who you can rely on, don't hesitate to call him.