Evolution Financial & Insurance Solutions - Marina Del Rey, California

Evolution Financial & Insurance Solutions: A Comprehensive Overview

For individuals and families seeking expert guidance in financial consulting and insurance brokerage, Evolution Financial & Insurance Solutions presents a compelling option. Located in the heart of Marina Del Rey, California, this firm offers a dedicated approach to managing complex financial landscapes and securing appropriate insurance coverage. This detailed overview will delve into the company’s offerings, location, contact information, accessibility features, and currently available feedback, providing potential clients with a thorough understanding of what to expect.

Location and Contact Information

Evolution Financial & Insurance Solutions operates from a professional office situated at 4712 Admiralty Way, Suite 1207, Marina Del Rey, CA 90292, United States. Clients can readily contact the firm through their dedicated phone line: 310-641-4888. Their website, evofinancialsolutions.com, serves as a primary portal for accessing detailed information about their services, team members, and resources. The website offers insights into the firm’s approach to financial planning and risk management.

Specialties and Services

Evolution Financial & Insurance Solutions distinguishes itself through its dual focus on financial consulting and insurance brokerage. This integrated approach allows them to offer a holistic view of a client’s financial well-being, addressing both long-term goals and immediate needs. Specifically, the firm’s services encompass:

• Financial Consulting: They provide personalized financial plans designed to align with individual objectives, including retirement planning, investment management, tax optimization, and estate planning. Their consultants work closely with clients to understand their unique circumstances and develop tailored strategies.
• Insurance Brokerage: Evolution offers a wide array of insurance products, including life insurance, health insurance, property insurance, and casualty insurance. They strive to source the most competitive and suitable coverage for each client, leveraging their expertise and extensive network of insurance providers.
• Retirement Planning: A crucial aspect of their service offering focuses on helping clients prepare for a secure and comfortable retirement. This includes projecting future income needs, developing investment strategies, and planning for Social Security benefits.
• Investment Management: The firm assists clients in selecting and managing investments aligned with their risk tolerance and financial goals. They utilize a diversified approach to mitigate risk and maximize potential returns.
• Estate Planning: Evolution’s team assists clients in establishing comprehensive estate plans to ensure their assets are distributed according to their wishes and to minimize potential tax liabilities.

Accessibility Features

Evolution Financial & Insurance Solutions is committed to providing accessible services to all clients. The office is equipped with the following features:

• Wheelchair-Accessible Car Park: Clients utilizing wheelchairs or mobility devices will find ample parking available.
• Wheelchair-Accessible Entrance: The main entrance is designed to accommodate wheelchair access.
• Wheelchair-Accessible Toilet: A fully accessible restroom is available on-site.
• Toilet Facilities: Standard toilet facilities are provided.
• Appointments Recommended: While walk-in consultations may be accommodated in certain circumstances, scheduling an appointment is strongly recommended to ensure adequate time for a thorough discussion and personalized service.

Client Feedback and Reputation

Currently, Evolution Financial & Insurance Solutions has 0 reviews on Google My Business. This signifies a limited publicly available feedback base at this time. However, the absence of reviews does not inherently indicate a lack of quality; it simply reflects a recent establishment or a focus on building a strong reputation through direct client relationships. The average opinion, as indicated by the 0/5 rating, should be interpreted cautiously, pending the accumulation of client testimonials.

Key Considerations for Prospective Clients

Given the limited publicly available reviews, potential clients are encouraged to conduct their own due diligence. Reaching out directly via phone or visiting the website is recommended to gather more information and schedule a consultation. During the initial consultation, clients should inquire about the consultant’s experience, credentials, and investment philosophy. It’s vital to assess the firm’s transparency, communication style, and commitment to aligning its services with the client’s individual needs and objectives. The firm’s integrated approach of financial planning and insurance presents a valuable opportunity for those seeking a comprehensive solution to their financial needs. Further research into the specific consultants’ backgrounds and areas of expertise can help ensure a strong fit. The firm’s dedication to accessibility underscores its commitment to serving a diverse clientele.

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