Parsons Wealth Management - Half Moon Bay, California

Parsons Wealth Management is a distinguished financial services firm dedicated to providing comprehensive and personalized solutions for individuals and families seeking to achieve their financial goals. Located at 721 Purissima St Suite C, Half Moon Bay, CA 94019, United States, the firm operates with a commitment to integrity, expertise, and client satisfaction. Their primary focus centers around building long-term relationships based on trust and understanding.

About Parsons Wealth Management

At its core, Parsons Wealth Management offers a diverse range of services designed to address the multifaceted needs of its clientele. The firm distinguishes itself through the combined expertise of a Financial Planner, a Certified Public Accountant (CPA), and a seasoned Financial Consultant. This integrated approach allows for a holistic view of a client’s financial situation, ensuring that strategies are aligned with their overall objectives.

Core Services Offered

The firm’s service portfolio is robust and includes:

• Investment Services: Parsons Wealth Management provides guidance on investment strategies, portfolio construction, and ongoing management, tailored to individual risk tolerance and financial goals. They work with a variety of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Tax Preparation: Leveraging the expertise of their CPA, the firm offers comprehensive tax preparation services, ensuring clients maximize their tax benefits and maintain compliance with all relevant regulations.
• Financial Planning: They assist clients in developing detailed financial plans encompassing retirement planning, education funding, estate planning, and wealth preservation. These plans are regularly reviewed and adjusted to reflect changing circumstances.
• Consulting Services: Beyond specific services, Parsons Wealth Management offers strategic financial consultations to help clients navigate complex financial decisions and make informed choices.

Location and Accessibility

The firm’s location in Half Moon Bay, California, provides a convenient and accessible service point for residents of the surrounding area. The office is easily identifiable and welcomes clients with a welcoming atmosphere. For those with mobility considerations, Parsons Wealth Management prioritizes accessibility. The facility features a wheelchair-accessible car park and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Furthermore, appointments are recommended to ensure dedicated attention and personalized service. This proactive approach allows the team to prepare thoroughly for each client’s needs, leading to more efficient and productive consultations. The firm also offers a standard toilet for client use.

Contact Information

Individuals seeking to learn more about Parsons Wealth Management or schedule an appointment can utilize the following resources:

• Phone: 6507260640
• Website: parsonswealthmgmt.com

The firm’s website provides detailed information about its services, team members, and investment philosophy. It also houses valuable resources for clients to manage their accounts and track their progress.

Client Feedback and Reputation

Parsons Wealth Management has consistently garnered positive feedback from its clientele. Currently, the company boasts 2 reviews on Google My Business, all of which reflect a remarkable average opinion of 5/5. These reviews highlight the firm’s dedication to client service, professional expertise, and personalized attention. One client’s statement, “the folks at John Parson’s accounting have always treated me with the highest degree of respect for 10 years and never has there been an issue. As a mail carrier in Half Moon Bay for 25 years I can say that John Parson’s and his up-to-date tax preparers are the BEST” underscores the firm’s long-standing commitment to building lasting relationships based on mutual trust and respect. It’s evident that the team prioritizes understanding each client’s unique circumstances and tailoring solutions accordingly. The longevity of client relationships, as evidenced by comments like the one above, speaks volumes about the quality of service provided.

Key Characteristics and Values

Parsons Wealth Management operates on a foundation of several core values: integrity, client-centricity, and continuous improvement. The firm is committed to upholding the highest ethical standards in all its dealings. They prioritize understanding each client’s individual needs and goals, developing customized strategies to help them achieve financial success. Furthermore, the team actively seeks opportunities to enhance its knowledge and skills, ensuring that clients receive the most up-to-date and effective advice. Their dedication to ongoing professional development reflects a commitment to providing exceptional service. The firm’s team members are known for their responsiveness, attention to detail, and ability to explain complex financial concepts in a clear and accessible manner. Ultimately, Parsons Wealth Management strives to be a trusted partner in its clients’ financial journeys.