KWB Wealth - Redlands, California

Address: 1782 Orange Tree Ln, Redlands, CA 92374.
Phone: 9093078220.
Website: kwbwealth.com
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of KWB Wealth

☎️9093078220

⏰ Open Hours of KWB Wealth

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 7 AM–3 PM
Saturday: Closed
Sunday: Closed

KWB Wealth, located at 1782 Orange Tree Ln, Redlands, CA 92374, is a highly regarded financial planning firm that has been serving clients with dedication and expertise. Their phone number is 9093078220, and their website can be found at kwbwealth.com.

This veteran-owned business specializes in providing top-notch financial planning services, helping clients navigate their financial journey with confidence and security. Some key points of interest about KWB Wealth include the ability to make online appointments, wheelchair accessibility, and the requirement of appointments for consultations.

With a strong reputation, KWB Wealth has garnered 5 reviews on Google My Business, and the average opinion rating is an impressive 5/5. This demonstrates the high level of satisfaction among their clients and the quality of service they provide.

For those seeking a reliable and experienced financial planning firm, KWB Wealth is an excellent choice. Their team of experts is committed to helping clients achieve their financial goals and secure their financial future. The company's dedication to accessibility and client satisfaction sets them apart in the industry.

If you are in need of financial planning services, we highly recommend contacting KWB Wealth at their website kwbwealth.com to schedule an appointment and begin your journey towards financial success.

👍 Reviews of KWB Wealth

John T.

5/5

The KWB group is professional, knowledgeable and enjoyable to work with. We have complete trust in KWB and totally rely on them for all of our money management direction as well as recommendations on other important decisions pertaining to our financial wellbeing. I would recommend KWB to anyone who is looking for a great investment management group that will assist will all your money and major life management decisions. We enjoy talking to Kerry and Rachel and feel extremely comfortable calling them for their advice on major purchases as well as money matters. We can’t say enough great things about KWB.

Stella M.

5/5

Rachel Bubb is a magical money maker! I've had the privilege of working with Rachel since 2019, and I've observed my money grow tremendously over the years. She is on top of her game, financially knowledgable, and Always available for a phone call or in person meeting. Rachel has given me the best financial advice to help me leave my career to pursue Stella Moon Healing full time. I highly recommend working with Rachel, she can help you make your dreams come true!!

Stacey J.

5/5

I'm so glad I switched to KWB!
I love dealing with Rachel especially! She always explains things so that I understand and she always replies quickly.
I'm never made to feel like I'm bothering them, even when I'm bothering them. 🙂
I'm lucky to have their knowledge and experience helping me.

Daniel R.

5/5

I've been investing through KWB Wealth for over 10+ years and I've always been satisfied with my investments/returns. They are very thorough in their responses to any questions I've had.

Dan R.

5/5