BULMAN WEALTH GROUP - Roseville, California
Address: 3400 Douglas Blvd Suite 150, Roseville, CA 95661, United States.
Phone: 9164588199.
Website: bulmanwealth.com
Specialties: Financial planner, Investment company, Life insurance agency, Stock broker.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of BULMAN WEALTH GROUP
⏰ Open Hours of BULMAN WEALTH GROUP
- Monday: 8:30 AM–4:30 PM
- Tuesday: 8:30 AM–4:30 PM
- Wednesday: 8:30 AM–4:30 PM
- Thursday: 8:30 AM–4:30 PM
- Friday: 8:30 AM–3 PM
- Saturday: Closed
- Sunday: Closed
Overview of BULMAN WEALTH GROUP
Located in Roseville, California, at 3400 Douglas Blvd Suite 150, Roseville, CA 95661, United States, BULMAN WEALTH GROUP stands out as a comprehensive financial services provider. With a phone number 916-458-8199, potential clients can easily reach out for guidance. Their professional services range from financial planning to investment management, life insurance, and stock brokerage, making them a versatile choice for diverse financial needs.
Key Services and Features
Financial Planning: BULMAN WEALTH GROUP specializes in creating personalized financial plans tailored to meet individual goals, whether it's retirement, wealth accumulation, or estate planning.
Investment Management: As a leading investment company, they offer a suite of investment solutions, ensuring clients' money grows effectively over time.
Life Insurance Agency: Protecting their clients' futures is paramount. Their life insurance agency provides policies that safeguard families against unforeseen circumstances.
Stock Broking: For those looking to invest in the stock market, BULMAN WEALTH GROUP offers expert advice and services to navigate this dynamic landscape.
Their services include online appointments, ensuring convenience for clients, and on-site services for those who prefer face-to-face consultations. Notable for their inclusivity, they offer language assistance and a wheelchair-accessible car park, entrance, and toilet, demonstrating a commitment to serving all clients comfortably.
What Clients Say
With 4 reviews on Google My Business, the consensus is overwhelmingly positive, with an average opinion of 5/5. Testimonials highlight the exceptional service quality, particularly mentioning the ability to simplify complex financial concepts into understandable advice. For instance, one client praised the team's talent and communication skills, stating, "Amazingly talented, good, upstanding people. Phenomenal communicators that have a unique knack for simplifying complexity and jargon." Another highlighted the personalized approach, saying, "Great job. Chris was able to show me different ways to meet my goal to retire in Thailand."
Getting Started
For those considering seeking financial advice or investment strategies, BULMAN WEALTH GROUP offers a range of options to suit different needs. Given the positive feedback, it's evident that their approach combines professionalism with a personal touch, making them a trusted choice in the financial services industry.
To take the first step towards achieving your financial goals, visit their website bulmanwealth.com. Here, you can schedule an online appointment or learn more about their services. Their commitment to accessibility and transparency means that no matter your preference or situation, they are equipped to provide the guidance you need.
👍 Reviews of BULMAN WEALTH GROUP
