Focus Partners Wealth - Santa Rosa, California

Focus Partners Wealth, located at Address: 3550 Round Barn Blvd 212 #212, Santa Rosa, CA 95403, is a reputable financial planning and consulting firm that has consistently delivered exceptional service to its clients. With a phone number of 075423600 and website of wealth.focuspartners.com, this company has established itself as a trusted resource for those seeking financial guidance.

Specialties

Focus Partners Wealth specializes in financial planning and consulting, providing its clients with expert guidance and personalized solutions. Its team of financial planners and consultants work closely with clients to understand their financial goals and develop a plan to help them achieve those objectives.

Other Points of Interest

This company has a wheelchair accessible entrance, parking lot, and restroom, making it accessible to all clients. Appointments are recommended, and the restroom is available for use. The company has received rave reviews from its clients, with an average opinion of 5/5 based on 1 review on Google My Business.

Client Testimonials

One client praised the company for its "old-world style of service and attention" and thanked the firm for "going above and beyond for us time and time again." They singled out Brent Thomas for his "voluminous fund of knowledge and insightful analyses" and his ability to offer "sophisticated, robust solutions with exquisite sensitivity."

Recommendation

If you are looking for a financial planning and consulting firm that delivers exceptional service, personalized solutions, and expert guidance, Focus Partners Wealth is an excellent choice. Its team of financial planners and consultants have a proven track record of success and are dedicated to helping their clients achieve their financial goals. Contact the company today through its website or by phone to schedule an appointment and start your journey towards financial success.

👍 Reviews of Focus Partners Wealth

Gloria H

5/5

For years this business has consistently delivered a rare, old-world style of service and attention to my family. Our deep gratitude extends to all of them, especially Brent Thomas, whose voluminous fund of knowledge and insighful analyses make him a pleasure to consult. He carefully reviews a complex situation and offers sophistocated, robust solutions with exquisite sensitivity. I strongly recommend this fine business. Thank you, Buckingham, for going above and beyond for us time and time again.