Censia Wealth Advisors - Santa Rosa, California
Address: 5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403.
Phone: 075283010.
Website: censiawealth.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Censia Wealth Advisors
⏰ Open Hours of Censia Wealth Advisors
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Censia Wealth Advisors, located at Address: 5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403, is a reputable financial planning and consulting firm. They can be reached at 075283010 or through their website: censiawealth.com.
Specialties
As a financial planner and financial consultant, Censia Wealth Advisors offers a range of services to help clients manage their finances effectively. Their expertise includes investment management, retirement planning, estate planning, tax planning, and risk management.
Other Points of Interest
Censia Wealth Advisors is committed to providing accessible services to all clients. Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom. They recommend making appointments in advance to ensure that clients receive the attention they deserve.
Client Reviews
Censia Wealth Advisors has received high praise from clients for their professionalism, responsiveness, and integrity. Many clients have been with the firm for several years, citing their dedication and knowledgeable team as reasons for their satisfaction. One client stated, "Censia has been a godsend for us. Very professional and responsive They have handled our investments with prudence and integrity. We have been with them since 2017 and will not be going anywhere else." Another client remarked, "I have been with them for ten years and very satisfied with results and flexibility to adapt plans as life milestones approach and shift. Highly recommend them to make sense of so many moving elements of finance."
Recommendation
Censia Wealth Advisors is an excellent choice for individuals seeking financial planning and consulting services. Their expertise, dedication, and commitment to client satisfaction make them a top choice in the industry. If you are looking for a financial advisor who can help you manage your investments and plan for your future, we highly recommend contacting Censia Wealth Advisors through their website or by phone.
👍 Reviews of Censia Wealth Advisors
