Embrace Wealth Management - Chico, California

Address: Stoble Workplace, 418 Broadway St, Chico, CA 95928, United States.
Phone: 5303494738.
Website: embracewealthmgmt.com
Specialties: Financial planner, Financial consultant, Investment company, Investment service.
Other points of interest: Identifies as Asian-owned, Identifies as women-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Assistive hearing loop, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free multi-storey car park, Free of charge street parking, Free parking lot, On-site parking, Paid multi-storey car park, Paid parking lot, Paid street parking.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Embrace Wealth Management

☎️5303494738

⏰ Open Hours of Embrace 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

Embrace Wealth Management: Expert Financial Services for Your Needs

Embrace Wealth Management is a reputable financial company located at Address: Stoble Workplace, 418 Broadway St, Chico, CA 95928, United States. With a phone number: 5303494738 and website: embracewealthmgmt.com, this company specializes in financial planning, consulting, investment services, and management.

A Trustworthy and Experienced Financial Partner

Clients appreciate the personalized advice and guidance provided by the company's certified financial planner, Kim Huber. Many reviews highlight her professionalism, care, and thoroughness, making her an invaluable partner during both the working years and the transition into retirement. Kim's excellent communication skills, attentive listening, and genuine care for her clients make her a beloved friend and advisor to many.

Accessibility and Inclusivity

Embrace Wealth Management is proud to identify as Asian-owned and women-owned. The company offers online appointments and on-site services, ensuring convenience for all clients. With language assistance, wheelchair-accessible facilities, gender-neutral toilets, and an LGBTQ+ friendly and transgender safe space, Embrace Wealth Management demonstrates a strong commitment to accessibility and inclusivity.

Positive Client Experiences

With an impressive average opinion of 5/5 based on 17 Google My Business reviews, it's clear that Embrace Wealth Management has made a lasting, positive impact on its clients. People appreciate the company's focus on their goals, the supportive environment, and the professional expertise that guides them through their financial journeys.

Recommendation

If you're looking for personalized financial planning, investment services, or consulting, consider contacting Embrace Wealth Management. Their dedicated team, accessible and inclusive environment, and strong commitment to client satisfaction make them an excellent choice for your financial needs. Visit their website (embracewealthmgmt.com) to learn more and get in touch with them today.

👍 Reviews of Embrace Wealth Management

Embrace Wealth Management - Chico, California

Delynn T.

5/5

Kim Huber is a true professional, caring and thorough Certified Financial Planner. She has provided guidance and personalized advice to us during our working years and she is by our side as we transition into our retirement phase. She keeps us focused on our goals and is an amazing listener, communicator and dear friend.

Andrea V. O.

5/5

We both felt so much help from Kim Huber. She helped us with personal health issues & especially with a financial issues from the past. Beside helping us with our investment she is such a help personally. Excellent financial planner and looking out for our best. Thank you so much for being there for us & guiding our financial steps. Andrea & David Van Order

Samantha G.

5/5

I can’t recommend Embrace Wealth Management highly enough. Their team was incredibly supportive and encouraging throughout my journey, especially as I navigated new financial territory after a recent divorce. I initially felt embarrassed about learning these things for the first time, but their compassionate approach made me feel so encouraged. Their expertise and understanding of financial nuances is outstanding!

Overall the level of care and detail in the financial plan they put together for me blew me away. I’m stepping into this new stage of life feeling more financially confident and capable than I ever have. Kim and her team are absolutely the best!

Emily L.

5/5

Kim is an incredibly kind and approachable person, overflowing with knowledge and information. Her humility and intelligence are truly remarkable—I can hardly believe such a remarkable individual lives in Chico! Kim offers invaluable encouragement and provides sound advice along with excellent resources.

I 100% recommend using her services. She is genuine and truly cares about her clients, and prospective students interested in this career path. She's kickass!

I 100% recommend her.

Kelly B.

5/5

Kim has been helping us plan for retirement. She is in tune with our wants and our needs. She gets our family dynamics… Kim is thorough and detailed. We are honored to have her on our TEAM!

Erin P.

5/5

Kim is amazing!
Incredible at listening to my needs.
I am so glad that she chose this profession because I believe she’ll help a lot of people such as myself.

Mike M.

5/5

The update meeting are always informative and confirms our mission. Helps us to keep on track. Very helpful with income and tax tips.

Rowan L.

5/5

Had a nice phone call with Kim today. She didn't try to get me to schedule a meeting with her or to invest in anything. In fact, we barely talked about money at all. She directed me to resources that would fit my lifestyle & situation the best, and then we talked about normal things that normal people talk about. It shows that she truly cares about helping people thrive and improve, and is not just 'in it for the money'. If i was in the position to utilize her services, I would.