Potentia Wealth - San Jose, California

Information About Potentia Wealth

Potentia Wealth, located at 1226 Lincoln Ave #200, San Jose, CA 95125, United States, stands out as a reliable financial service provider with a comprehensive range of services. Their contact number is 408-288-7886, and their professional presence is further established through their website: potentiawealth.com.

This firm specializes in various financial domains, including serving as a Financial Consultant, helping individuals create a Financial Plan tailored to their needs, offering Investment Services for growth, and providing expert Tax Consulting and Tax Preparation services. Their commitment to accessibility is commendable, with a Wheelchair-Accessible Car Park, Wheelchair-Accessible Entrance, and Wheelchair-Accessible Toilet available for customers with mobility issues. Moreover, they ensure that facilities are fully equipped with basic amenities including a Toilet.

For individuals considering Potentia Wealth, it's important to note that, as of now, there are no reviews available on Google My Business, reflecting a lack of public feedback. However, the average opinion drops to an Average Opinion: 0/5, which might prompt potential clients to seek additional information or reviews before making a decision.

It's recommended to schedule Appointments in advance to ensure a smooth consultation process. Given their specialization in financial consulting, planning, and investment services, Potentia Wealth could be a valuable resource for those looking to optimize their financial health.

For potential clients interested in learning more about the services offered by Potentia Wealth, visiting their website potentiawealth.com is highly advisable. Here, one can find detailed information about their services, possibly customer testimonials (once more are available), and contact information to initiate discussions about financial strategies.