VOSBERG WEALTH MANAGEMENT - Glendora, California

Vosberg Wealth Management is a reputable financial planning company located at 224 W Foothill Blvd, Glendora, CA 91741, United States. The company specializes in providing financial planning, financial advice, financial consulting, and investment services.

They offer several points of interest including online appointments, on-site services, wheelchair-accessible parking, wheelchair-accessible entrance, wheelchair-accessible toilet, and appointment requirement. Appointments are recommended by the company.

This company has received 13 reviews on Google My Business and boasts an impressive average rating of 5/5. Clients appreciate their professional and personalized approach to financial planning and investment services.

For more information, you can visit their website vosbergwealth.com or call them at 626-358-5458.

👍 Reviews of VOSBERG WEALTH MANAGEMENT

Marty E.

5/5

Brian is just the best. We interviewed countless financial advisors until we met Brian. He is honest, straightforward, knowledgeable, trustworthy, intelligent and generous with his time. He listens to your trigger points and considers your investment concerns when recommending how to manage your hard earned money. It is so important to have someone you completely trust to help you manage your life savings so you can be confident and comfortable with your financial plan through the retirement years. Thanks to Brian, I sleep well at night! Brian has also helped us refinance two homes and does my income tax prep every year. I give him my highest personal recommendation!

Jeremy T.

5/5

I would highly recommend them. I reached out seeking high level guidance on a variety of tax, retirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

Ken R.

5/5

We have been with Brian for a several years now. He takes the time to explain everything in great detail and makes us feel extremely comfortable. I would highly recommend his services to anyone looking to secure their financial future.

Heidi C.

5/5

My husband Brian Christ and I have been clients of Brian Vosberg for at least 5 or 6 years. His knowledge of wealth management and education in the financial industry is amazing. We are very comfortable with letting him handle our portfolio and making investment choices for us. He has quite a professional office staff and it easy to call or make appointments. You will be making a smart decision to have as your financial advisor.

gloria B.

5/5

Vosberg Wealth Management workshop was extremely enlightening and helpful to my husband and I. And the free follow up meeting we had with Brian also brought us information about our situation that was helpful to us personally. The entire team was professional, responsive, and caring. Truly a great team of caring individuals.

Scott L. L.

5/5

Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing. His long term view matches ours. The communication is prompt and easy because if the staff there. I have only been to the new office once but it looks amazing and we look forward to visiting again when we can.

TC D.

5/5

When my wife and I started looking for a CFP over 12 years ago our top priorities were trust and knowledge. We found both with Brian and Vosberg Wealth Management (formerly Vossberg & Associates). Brian has helped us significantly increase our wealth over the years. As a result, my wife and I are able to retire much earlier now. We have referred several family members and friends and they have all been ecstatic with VWM's services. I highly recommend you give them a call, they great people and very knowledgeable.

Joseph ?. P.

5/5

My wife and I have known Brian for 15 years. Under his financial expertise our portfolio has done way better than expected.
We feel so fortunate to have him not only for financial advice but questions regarding real estate investments as well. Joe and Rosemary Priebe