Sears Wealth Management & Insurance Solutions - Rancho Cucamonga, California

Sears Wealth Management & Insurance Solutions is a well-regarded financial planning and insurance agency, located at Address: 12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, United States. They can be reached at Phone: 9093300074 or through their website at Website: searswealth.com.

The company specializes in financial planning, insurance brokering, investment services, and life insurance agency services. They offer a wide range of financial solutions, catering to the diverse needs of their clients. With a team of experienced financial advisors, Sears Wealth Management & Insurance Solutions provides personalized guidance to help clients achieve their financial goals.

One of the key features of this company is their accessibility. They offer Online appointments, making it easier for clients to schedule consultations at their convenience. Additionally, they provide On-site services, ensuring that clients receive the support they need in a comfortable environment. The company is also Wheelchair-accessible, with wheelchair-accessible parking, entrances, seating, and toilets.

Sears Wealth Management & Insurance Solutions has received numerous positive reviews from their clients. With a Average opinion: 4.9/5 based on 14 reviews on Google My Business, it is clear that the company has established a strong reputation for their services.

If you are looking for a reliable and experienced financial planning and insurance agency, Sears Wealth Management & Insurance Solutions is an excellent choice. They offer personalized guidance, a wide range of financial solutions, and convenient appointment options. Their commitment to accessibility and excellent customer service makes them a standout in the industry.

Reviews of Sears Wealth Management & Insurance Solutions

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 PAYNE

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!!

LuAnn Sowers

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 Holmes

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.

Greg Sled

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 Van Valkenburg

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 Hudrlik

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 Foote

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!