Parsons Wealth Management - Half Moon Bay, California
Address: 721 Purissima St Suite C, Half Moon Bay, CA 94019, United States.
Phone: 6507260640.
Website: parsonswealthmgmt.com.
Specialties: Financial planner, Certified public accountant, Financial consultant, Investment service, Tax preparation.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
Location of Parsons Wealth Management
Parsons Wealth Management, located at Address: 721 Purissima St Suite C, Half Moon Bay, CA 94019, United States, is a financial planning firm that offers a range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, including financial planners, certified public accountants, and financial consultants, Parsons Wealth Management provides investment services, tax preparation, and financial consulting to its clients.
One of the key features of Parsons Wealth Management is its commitment to providing personalized service to its clients. The firm takes the time to understand each client's unique financial situation and goals, and then develops a customized plan to help them achieve their objectives. Whether you are an individual looking to plan for retirement, or a business owner seeking to manage your company's finances, Parsons Wealth Management has the expertise and experience to help.
In addition to its personalized service, Parsons Wealth Management is also known for its convenient location and accessibility. The firm's office is located in Half Moon Bay, California, and is wheelchair-accessible, with a wheelchair-accessible car park and toilet available for clients. Appointments are recommended, but not required, making it easy to schedule a consultation at a time that is convenient for you.
When it comes to online presence, Parsons Wealth Management has a professional website that provides detailed information about the firm's services, team, and location. The website also includes a contact form, making it easy to get in touch with the firm to schedule a consultation or ask any questions you may have.
According to opinions: This company has 2 reviews on Google My Business, Parsons Wealth Management has received high praise from its clients. With a average opinion: 5/5, the firm is known for its expertise, professionalism, and personalized service. Clients have appreciated the firm's ability to help them achieve their financial goals, as well as its friendly and knowledgeable staff.
Overall, if you are looking for a reliable and experienced financial planning firm, Parsons Wealth Management is an excellent choice. With its convenient location, personalized service, and range of services, the firm is well-equipped to help individuals and businesses manage their finances effectively. To learn more about Parsons Wealth Management and to schedule a consultation, visit the firm's website at parsonswealthmgmt.com.
Reviews of Parsons Wealth Management
