CPC Wealth Management - Elmsford, New York

Address: 45 Knollwood Rd # 101, Elmsford, NY 10523.
Phone: 44614993.
Website: cpcwealthmanagement.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of CPC Wealth Management

CPC Wealth Management 45 Knollwood Rd # 101, Elmsford, NY 10523

☎️44614993

⏰ Open Hours of CPC Wealth Management

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–6 PM
Saturday: Closed
Sunday: Closed

CPC Wealth Management

CPC Wealth Management is a highly-rated financial planning firm located at 45 Knollwood Rd # 101, Elmsford, NY 10523. They provide a range of financial services including planning, advisory, consulting, and investments. The company is known for its personalized approach and expertise in helping clients achieve their financial goals.

Some of the key features and services offered by CPC Wealth Management include online appointment scheduling, on-site services, wheelchair accessibility, and free parking. The firm has received excellent reviews, with an average rating of 5 out of 5 stars on Google My Business based on 15 reviews. Clients praise the team's professionalism, knowledge, and ability to provide personalized solutions tailored to their unique needs.

Specialties:

Financial planner
Financial advisor
Financial consultant
Investment service

Other points of interest:

Online appointments
Onsite services
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointment required
Appointments recommended
Free parking lot
On-site parking

One satisfied client shared, 'Right from the time I met Chris, I knew he was not only a good person, but excellent at what he does. He walked me through his process and gave me ideas about managing my money, even though I wasn't his client yet. After hiring him, everything I knew about him was true. He has done well for us financially, and he also looks at our entire picture and advises us in every area of our life that is affected by money. Chris has given us true peace of mind in knowing that with his help, we will continue to prosper. I HIGHLY recommend Chris and his team'

To learn more or schedule an appointment, visit cpcwealthmanagement.com or call 44614993.

👍 Reviews of CPC Wealth Management

CPC Wealth Management - Elmsford, New York

Robert G.

5/5

Right from the time I met Chris, I knew he was not only a good person, but excellent at what he does. He walked me through his process and gave me ideas about managing my money, even though I wasn't his client yet. After hiring him, everything I knew about him was true. He has done well for us financially, and he also looks at our entire picture and advises us in every area of our life that is affected by money. Chris has given us true peace of mind in knowing that with his help, we will continue to prosper. I HIGHLY recommend Chris and his team!

Robert M.

5/5

I have know Chris and worked with him for years. He is a very trustworthy guy and that’s important when you’re managing finances. Chris always looks at the big picture and helps to guide his clients to hit their future goals of wealth. I personally deal with him for both my business and personal needs and he has always been both charismatic and professional. If your looking for someone to help with financial planning, life insurance, 401k plans, or anything else I would highly recommend Chris and his team at CPC financial.

Loretta F.

5/5

Chris has been advising us for about 3 years now and am very pleased with his service. He informs us of new investment opportunities that have been fruitful, easy to communicate with, and spends as much time as is needed to review our plans. Chris has also introduced us to his network of professionals that have been just as impressive as CPC WEALTH MANAGEMENT I.e, accountants, attorneys, insurance professional etc.

In addition, his wife’s bakery is great!
Thanks Chris

Matt W.

5/5

I recently had the pleasure of working with Chris at CPC Wealth Management. His expertise and personalized approach was extremely helpful in planning for my future. He took the time to understand my financial goals and risk tolerance, and came up with a plan that addressed my specific needs. I appreciated his approach to explaining some complex financial concepts in a clear and concise way. I would highly recommend CPC to anyone seeking a knowledgeable and trustworthy financial advisor.

Barbara L.

5/5

Chris is very professional and talented as well. I recently rolled my 403B retirement account over to him to manage my account and the returns were so much better than I had in my Vanguard Target Date account. He is also very proactive in communicating . I highly recommend Chris!

Lauren E.

5/5

I have had the pleasure of working with Chris and CPC financial both professionally and personally over the past 5 years. Chris and his team are compassion, attentive and forward thinking! Highly recommend!

Diann B.

5/5

My experience with CPC Wealth Management has been outstanding,reliable and consistent. Been with Chris for more than 7 years, he’s easy to talk with and I’m never disappointed with our mutual respect for one another .

jill S.

5/5

Chris is super! He's responsive and always helpful. My portfolio has grown wonderfully under his direction. I couldn't be happier with his service!