Shad Roundy - Seascape Wealth - Tracy, California

Shad Roundy - Seascape Wealth

Located at 2714 Redbridge Rd, Tracy, CA 95377, United States, Shad Roundy - Seascape Wealth is a reputable financial advisor service that has been providing exceptional financial planning and investment services to clients in the area. With their specialized focus on helping individuals and families achieve financial security, this company has garnered a strong reputation for their expert knowledge and personalized approach to each client's unique financial situation.

At Shad Roundy - Seascape Wealth, the team of experienced professionals offers a range of financial services, including financial planning, investment services, and life insurance options. With their dedication to understanding each client's individual needs and goals, they aim to provide tailored solutions that will help their clients secure their financial future.

The company's commitment to exceptional customer service is evident in the numerous positive reviews they have received. Many clients have praised Shad Roundy and his team for their expertise, patience, and personalized approach to their financial planning needs. One client noted that Shad helped them understand their options for 401K and retirement planning, making the process stress-free and easy to navigate.

Shad Roundy - Seascape Wealth's office is equipped with wheelchair-accessible parking and entrance, ensuring that their services are accessible to all clients. With a 5/5 rating based on 5 reviews on Google My Business, it is clear that Shad Roundy - Seascape Wealth is a trusted and reliable source for financial planning and investment services.

Specialties: Financial advisor, Financial planner, Investment service, Life insurance agency

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance

Opinions: This company has 5 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of Shad Roundy - Seascape Wealth

Kenny

5/5

Shad was a great agent who helped my family and I with our 401K and retirement options. He was very knowledgeable and kind. I had no idea what our options were and how I should diversify but he explained everything very clearly to us. I definitely recommend using Shad. Thanks again Shad..

Donna B.

5/5

I am so grateful to have Shad Roundy as a trusted advisor that I can refer my clients to for financial advice. Shad is professional, knowledgeable and patient. Shad is a great resource to utilize to create your financial security.

Brandon B.

5/5

Mr Roundy is top notch in his industry. He took care of my parents financial needs and always provided professional service over and beyond what I could ever expect. I would highly recommend working with him!!

Carla T.

5/5

Shad is extremely knowledgeable, really easy to talk to and understands your goals. I would highly recommend Shad for all your financial needs.

Cindy P.

5/5

Shad is the very knowledgeable! I highly recommend him!