WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA - Santa Monica, California

Address: 520 Broadway #200, Santa Monica, CA 90401, United States.
Phone: 3102204946.
Website: wellacrewealth.com
Specialties: Financial advisor, Financial consultant, Financial planner.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA

☎️3102204946

WellAcre Global Wealth Advisors: A Top-Rated Certified Financial Planner in Santa Monica, CA

WellAcre Global Wealth Advisors is an esteemed financial services firm offering a comprehensive range of financial planning services. Located at 520 Broadway #200, Santa Monica, CA 90401, United States, the firm boasts a prime location and impressive track record.

Easily Accessible and Professional Services

With a focus on providing top-notch services, WellAcre Global Wealth Advisors offers on-site services, a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. This commitment to accessibility ensures that all clients can visit and receive assistance without any barriers.

Specialties and Expertise

Specializing in financial advisor, financial consultant, and financial planner services, the team at WellAcre Global Wealth Advisors is dedicated to helping clients achieve their financial goals. Their in-depth knowledge and experience in these areas make them a trusted advisor for individuals seeking expert guidance in wealth management.

Positive Reviews and High Ratings

With an impressive 20 reviews on Google My Business, WellAcre Global Wealth Advisors has earned a stellar reputation in the industry. Clients praise the firm for its thorough and informative approach, with advisors like Adam showcasing genuine enthusiasm for investment and related matters. The team is consistently responsive and happy to explore prospective plans, making them a pleasure to work with.

Average Opinion: 5/5

The average opinion for WellAcre Global Wealth Advisors is a perfect 5/5, showcasing the high level of satisfaction among its clientele. Clients like Philippa from Santa Monica have expressed their appreciation for the firm's dedication and expertise, further solidifying their status as one of the top financial planning firms in the area.

Contact Information and Website

For those interested in learning more about WellAcre Global Wealth Advisors, the company can be reached at 3102204946 or through their official website: wellacrewealth.com.

👍 Reviews of WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA

WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA - Santa Monica, California

Philippa R.

5/5

Adam is a most thorough and informative advisor, who invests himself deeply in the minutiae of our situation, and appears to have genuine enthusiasm for the subject of investment, and related matters. Always responsive to queries, and happy to look into prospective plans, he is a pleasure to work with.
Philippa
Santa Monica

Susan K.

5/5

I'm so happy I found Adam and the Wellacre team. They're awesome! Really knowledgable and helpful. I don't lose sleep over my investments anymore because I can trust the integrity of Wellacre Global Wealth to look out for my best interests. Thank you Adam and the Wellacre team.

Hannah C.

5/5

I’ve been with WellAcre for a couple of years now, and have nothing but great things to say about Adam and his team. They are attentive, responsive, forward-thinking, and an overall pleasure to work with. I highly recommend them!

Joey T.

5/5

Adam has a first class mind about finances. I've always been impressed with his ability to leverage his expertise and years of experience alongside his earnest curiosity and quest for more knowledge of available financial products, all in in service to my financial goals.

Oliver S.

5/5

Biased because Adam is my father, but he eats, sleeps and breathes finance and wealth management. I can say firsthand that he cares immensely about his clients, works his tail off and is as honest as they come.

Paul R.

5/5

We would like to express our heartfelt gratitude to Adam Scott and WellAcre Global Wealth Advisers. Adam has been our financial advisor for many years. He is highly ethical and his expert guidance, financial planning and sophisticated tax strategies have transformed our financial lives. He is passionately dedicated to his clients, and the results have far exceeded our expectations. Thank you Adam!

Diane C.

5/5

Adam and his team are a pleasure to work with. They answer my questions promptly with personalized informative feedback. With WellAcre in my corner, I feel confident that I will continue to live comfortably throughout my retirement.

Marina B.

5/5

It is a pleasure to recommend WellAcre Global Wealth Advisors, the company's head Adam Scott, and the entire team for their outstanding service, superb customer care, and unwavering probity. I feel fortunate to be in their capable hands. They are not only experts in the field, but genuinely warm and dedicated people who do their utmost to steward their clients. There is never a moment of falling through the cracks, missed communication, or negative interaction. I feel like part of an extended family for whom my well-being, both financial and personal, is of sincere importance. I endorse them without reservation and with true enthusiasm.