Sears Wealth Management & Insurance Solutions - Rancho Cucamonga, California

Introduction to Sears Wealth Management & Insurance Solutions

Located at 12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, United States, Sears Wealth Management & Insurance Solutions stands out as a comprehensive financial service provider. With a phone number of 9093300074, clients can easily reach out for assistance. Their website offers a wealth of information about their services and how to get in touch.

Specialties: Sears Wealth Management & Insurance Solutions boasts a range of specialties that cater to diverse financial needs. Clients can benefit from the expertise of a Financial Planner, who helps in creating personalized financial strategies. As an Insurance Broker, they offer a wide array of insurance products. For those looking to grow their investments, their Investment Company and Investment Service are invaluable resources. Additionally, they operate as a Life Insurance Agency, ensuring clients are covered for the future.

Other Points of Interest: The office is equipped with modern amenities, including Online Appointments for convenience, On-site Services ensuring a hassle-free experience, and Language Assistance for non-English speakers. Accessibility is a priority, with a Wheelchair-Accessible Car Park, Entrance, Seating, and Toilet. These features make it easy for everyone to visit. Although an Appointment is required, they highly recommend scheduling one in advance to ensure timely service.

Opinions: Sears Wealth Management & Insurance Solutions has garnered significant praise with 14 reviews on Google My Business. The average opinion is a remarkable 4.9/5, reflecting high satisfaction among their clients. This strong feedback underscores their commitment to excellence and client service.

For individuals seeking professional financial guidance, insurance solutions, or investment advice, Sears Wealth Management & Insurance Solutions is a top choice. Their comprehensive services, combined with a focus on accessibility and customer satisfaction, make them stand out in the competitive field of wealth management and insurance.

Recommendation: If you're looking to manage your wealth, secure your future with appropriate insurance, or simply need investment assistance, don't hesitate to contact Sears Wealth Management & Insurance Solutions directly through their website. With their user-friendly online booking system and a team dedicated to providing top-notch service, scheduling an appointment has never been easier. Remember, an appointment is required for a personalized consultation, but the average rating of 4.9 out of 5 suggests it's well worth the effort. Visit their website searswealth.com to learn more and take the first step towards financial peace of mind.

👍 Reviews of Sears Wealth Management & Insurance Solutions

LuAnn S.

5/5

I began working with Mike when I turned 59. He listened to what my wants and needs were going to be for my retirement. With his help and planning I was able to retire early at 63. I have been retired nearly 3 years now and I love being able to travel (covid permitting) and relax. I had worked as a nurse on the graveyard shift for over 30 years. I have a special needs son that Mike has helped me plan for. He introduced me to someone that helped me put together a trust. I can just relax knowing both my sons will be well cared for when my husband and myself are gone. Call Mike up and see what he can to do help you reach your financial and retirement plans.

Wenonah H.

5/5

Mike Sears was recommended to us, and we can see why he was recommended! He's good at explaining elements of financial planning, and listening to you and your needs and makes recommendations based on your personal financial road map. As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances), and plots out the best route to get to your destination.

Catherine

5/5

Absolutely love working with Mike Sears and his team for decades now. Complete trust is how I feel when working with them. So grateful I started this journey so long ago.

Steve P.

5/5

Mike gives excellent advise and creates a custom road map for your unique situation. He explains the process in every detail so that you are clearly informed and understand where every penny of your money is going. It brings such peace of mind knowing your future is protected and your earnings will last beyond their normal years in a traditional bank account. Income for life!!! That is what it’s all about!!
Thanks again to the Sears Wealth management team!!

Greg S.

5/5

My wife was afraid of the day I would be retiring, no regular paycheck coming in! She was concerned with, "what happens if we run out of money?". After our first meeting with Sears Wealth Management she wasn't nervous anymore and was at peace with our retirement plan that was shown to us. A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan". Thank you Sears Wealth Management ♡

Karla V. V.

5/5

I had been a client of Sears Wealth Management & Insurance Solutions for about a year when I was faced with the need for an unplanned early retirement. I could not have done this without the assistance and guidance from this company. I would give them 10 stars if that was an option. My new mantra is "Sears Wealth Management - Don't retire without them!"

Bill H.

5/5

My company offered me an early retirement bonus. I have always worked on saving for retirement but was not sure I was ready to really do it. After sitting down with Sears Wealth Management we not only determined that I could retire but we also laid out a plan on how to do it. That allowed me to take the early retirement bonus without any doubt or fear. If I could go back and change anything, the only thing I would do differently would be to sit down and talk with them sooner so I could have put things into motion sooner.

Jerry F.

5/5

Sears Wealth Management & Insurance is well seasoned and professional in their ability to provide the critical custom platforms to maximize your desired goals. For us that experience was important, but even more comforting was the friendship and heartbeat of this company. Honestly it's just home to us!