Obispo Wealth Management - San Luis Obispo, California
Address: 805 Aerovista Pl # 206, San Luis Obispo, CA 93401, United States.
Phone: 8055416500.
Website: obispowealthmanagement.com
Specialties: Financial planner, Life insurance agency, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Obispo Wealth Management
⏰ Open Hours of Obispo Wealth Management
- Monday: 8 am–4:30 pm
- Tuesday: 8 am–4:30 pm
- Wednesday: 8 am–4:30 pm
- Thursday: 8 am–4:30 pm
- Friday: 8 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
Located in San Luis Obispo, California, Obispo Wealth Management is a prominent financial services provider offering a range of specialized services. Founded on the principles of excellence and professionalism, the company's services encompass financial planning, life insurance agency, and stock brokering. With a commitment to customer satisfaction, Obispo Wealth Management strives to deliver tailored solutions for diverse client needs.
Address and Contact Information
If you would like to visit the office, the company is situated at 805 Aerovista Pl #206, San Luis Obispo, CA 93401, United States. For further assistance or inquiries, feel free to call them at 805-541-6500. You can also access their website obispowealthmanagement.com for more information.
Specialties and Additional Features
- Financial Planner: Offers comprehensive financial planning solutions to help clients achieve their financial goals.
- Life Insurance Agency: Provides a range of life insurance products to safeguard clients' financial futures.
- Stock Broker: Offers expert stock brokerage services, assisting clients in navigating the stock market.
Moreover, Obispo Wealth Management takes pride in providing accessibility for all clients. They offer Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet. Appointments are recommended for a more personalized service.
Reviews and Average Rating
Despite being a renowned company, Obispo Wealth Management has not received any reviews on Google My Business. This may be due to a limited customer base, or it could be that clients have not taken the time to leave reviews. Consequently, the company's average rating stands at 0/5.