Grape Wealth Management - Temecula, California

Address: 31285 Temecula Pkwy suite 235, Temecula, CA 92592.
Phone: 9513388500.
Website: investgrape.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 52 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Grape Wealth Management

☎️9513388500

⏰ Open Hours of Grape Wealth Management

Monday: 7 AM–6 PM
Tuesday: 7 AM–6 PM
Wednesday: 7 AM–6 PM
Thursday: 7 AM–6 PM
Friday: 7 AM–6 PM
Saturday: Closed
Sunday: Closed

Grape Wealth Management, located at Address: 31285 Temecula Pkwy suite 235, Temecula, CA 92592, is a financial planning specialist that offers a range of services to help individuals manage their wealth effectively. With a phone number: 9513388500 and website: investgrape.com, this company is dedicated to providing personalized financial solutions to its clients.

Specialties

As a financial planner, Grape Wealth Management offers a wide range of services to help individuals manage their wealth effectively. They provide retirement planning, investment management, estate planning, tax planning, and risk management services, among others.

Other Points of Interest

Grape Wealth Management offers online appointments and onsite services, making it easy for clients to access their services from anywhere. The company also has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, making it easy for clients with mobility challenges to access their services. The company requires appointments, but they recommend calling ahead to schedule an appointment.

Opinions and Average Opinion

According to Google My Business, Grape Wealth Management has 52 reviews with an average opinion of 4.9/5. Many clients have praised the company for its excellent service, knowledgeable staff, and personalized approach to financial planning. For example, one client said, "This was a wonderful experience at Europa Winery for “Retire Temecula”.The wines were excellent and the games were fun and added a nice tone to the afternoon. It was also great seeing friends and meeting new members to the group. Thanks to Alex Newman for sensing the need for retirees to gather occasionally and creating “Retire Temecula”."

Recommendation

If you are looking for a reliable and experienced financial planner in Temecula, CA, Grape Wealth Management is an excellent choice. With a wide range of services, personalized approach, and excellent client reviews, this company is dedicated to helping individuals manage their wealth effectively. Contact them today through their website or phone number to schedule an appointment.

👍 Reviews of Grape Wealth Management

Grape Wealth Management - Temecula, California

Julie M.

5/5

This was a wonderful experience at Europa Winery for “Retire Temecula”.The wines were excellent and the games were fun and added a nice tone to the afternoon. It was also great seeing friends and meeting new members to the group. Thanks to Alex Newman for sensing the need for retirees to gather occasionally and creating “Retire Temecula”.

Patti B.

5/5

Alex has been nothing short of outstanding to work with! I was new to the area, from the Midwest, and looking for someone trust worthy and that I felt comfortable would have my best interest in all that he advised me on.

I found all this and more with Alex and Grape Wealth Mgt. Alex is the epitome of conscientious, helpful, and completely transparent. He truly cares and takes the time to explain anything and everything so it can be understood at any level. I have complete confidence that he is giving me the best advice for my well being now and my future.

Additionally, in this heavily transactional world we live in, he is so genuine and kind; he is truly a joy to work with.

Thank you Alex! I sincerely appreciate all you have done thus far and look forward to many years of working with you.

Connie B.

5/5

Weins gathering was great. I’ve been a member for a year or two but this was my first event. Well done! Met a couple that just moved here a month ago. We’ll be keeping in touch!

Ed V.

5/5

Alex, the organizer of the event is so nice, a smile you won’t forget. I went by myself and he was warming and introduced me to a table to enjoy wine and good times.

David E.

5/5

It’s always a pleasure attending these events and the reason is because we get to to meet other friends. Like today I met a lovely lady and her daughter and we had a great time.

Christian G.

5/5

Alex was amazing. I had the opportunity to work with him recently and he was readily available and always happy to help. I highly recommend him for your retirement services. True professional.

Sharan W.

5/5

Great event meeting new friends, seeing old ones, and having a glass of great wine! Information given about investing was a plus to the evening! Join us next time!

Linda S.

5/5

It was so nice to see familiar faces and meet new people. Alex, thanks for giving us insight on retire temecula and you. Looking forward to the walk tomorrow 😁