Mondragon Advanced Planning - Glendora, California
Address: 1340 E Rte 66 #105, Glendora, CA 91740, United States.
Phone: 9093303458.
Website: mondragonadvancedplanning.com.
Specialties: Financial planner.
Other points of interest: Identifies as Latino-owned, Identifies as women-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Transgender safe space, Appointment required.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of Mondragon Advanced Planning
Mondragon Advanced Planning: A Comprehensive Financial Planning Firm for All
Mondragon Advanced Planning is a financial planning firm located in Glendora, California, at 1340 E Rte 66 #105, CA 91740, United States. You can contact them at 9093303458 or visit their website at mondragonadvancedplanning.com. This firm specializes in financial planning and offers a wide range of services tailored to meet the unique needs of each client.
Characteristics and Services
As a Latino-owned and women-owned business, Mondragon Advanced Planning understands the importance of diversity and inclusivity. They are committed to providing financial planning services that cater to the LGBTQ+ community, creating a safe space for transgender individuals. Moreover, they offer language assistance, ensuring that clients from various linguistic backgrounds can access their services.
The firm understands that accessibility is crucial for all clients. Therefore, they provide wheelchair-accessible parking, entrances, and toilets, making it easy for everyone to visit their location. Appointments are required, ensuring that each client receives personalized attention and care.
Mondragon Advanced Planning offers online appointments, giving clients the flexibility to plan their visits at their convenience. They also have on-site services, allowing clients to meet with their financial planners face-to-face and build strong, trusting relationships.
Location and Recommendations
Situated near the heart of Glendora, Mondragon Advanced Planning is nestled in a vibrant and diverse community. Their location, easily accessible from major roads, makes it simple for clients from various areas to visit. The neighborhood offers ample parking and is home to several local businesses and amenities.
When searching for a financial planning firm, consider the following factors:
1. Specialties and services: Ensure that the firm's offerings align with your financial goals and needs.
2. Diversity and inclusivity: Look for a firm that values diversity, welcoming clients from various backgrounds and communities.
3. Accessibility: Prioritize firms that provide wheelchair-accessible facilities and alternative appointment options, such as online meetings.
4. Reputation and client feedback: Research the firm's reputation by reading reviews and seeking recommendations from friends and family.
Client Feedback and Overall Opinion
Currently, Mondragon Advanced Planning has 0 reviews on Google My Business, making it difficult to gauge the overall opinion of their services. However, their commitment to diversity, accessibility, and personalized financial planning makes them an attractive option for potential clients.
Final Recommendation
If you're seeking a financial planning firm that values diversity, inclusivity, and accessibility, consider visiting Mondragon Advanced Planning. Their dedication to providing tailored financial planning services and commitment to creating a welcoming environment make them an excellent choice. Contact them today through their website or by phone to schedule an appointment and start your journey towards financial well-being.