Focus Partners Wealth - Santa Rosa, California

Overview of Focus Partners Wealth

Located at 3550 Round Barn Blvd 212, Santa Rosa, CA 95403, Focus Partners Wealth stands out as a distinguished financial advisory service in Santa Rosa. With a dedicated phone number 075423600, potential clients can easily reach out for expert financial guidance. The company's digital presence is equally impressive, offering detailed information through their website wealth.focuspartners.com, which provides insights into their services and specialties.

Key Features and Services

Specialties: Focus Partners Wealth prides itself on offering top-tier financial planning and consulting services. With expertise in these areas, they cater to a wide range of financial needs, ensuring that clients receive personalized and comprehensive advice.

Accessibility and Facilities

Customers visiting Focus Partners Wealth can rest assured of a welcoming environment. The business is fully wheelchair accessible, featuring an entrance, parking lot, and restroom designed to accommodate individuals with mobility needs. This attention to detail demonstrates a commitment to inclusivity and ensuring all clients are comfortable and served with the utmost respect.

Client Reviews and Opinions

Opinions: Focus Partners Wealth has garnered a remarkable reputation, as evidenced by the glowing reviews on Google My Business. With only one review available, it's clear that the company has made a significant impact on its clients. The average opinion given is a solid 5/5, reflecting high levels of satisfaction.

One review highlights the exceptional service provided over the years, with particular praise for Brent Thomas, whose extensive knowledge and insightful analyses make consulting a pleasure. Clients are encouraged to schedule appointments in advance, noting that the team goes above and beyond to address complex situations with sophisticated solutions.

Recommendation

For anyone seeking reliable financial guidance in Santa Rosa, Focus Partners Wealth is highly recommended. Their unique blend of old-world service style combined with modern financial insights makes them a standout choice. Given the high rating and positive feedback, prospective clients are encouraged to visit their website to schedule an appointment. Whether you're looking to plan for the future or navigate current financial challenges, Focus Partners Wealth offers the expertise and personalized attention you deserve.

👍 Reviews of Focus Partners Wealth

Gloria H.

5/5

For years this business has consistently delivered a rare, old-world style of service and attention to my family. Our deep gratitude extends to all of them, especially Brent Thomas, whose voluminous fund of knowledge and insighful analyses make him a pleasure to consult. He carefully reviews a complex situation and offers sophistocated, robust solutions with exquisite sensitivity. I strongly recommend this fine business. Thank you, Buckingham, for going above and beyond for us time and time again.