Regal Wealth Group - Fee Only Investment Advisor - Seal Beach, California

Overview of Regal Wealth Group - Fee Only Investment Advisor

Located at 12501 Seal Beach Blvd #280, Seal Beach, CA 90740, United States, Regal Wealth Group stands out as a dedicated Fee Only Investment Advisor. This means their fees are exclusively based on services provided, not commission-based, offering clients transparency and potential cost savings. For those seeking personalized financial guidance, this firm specializes in Financial Planning and Investment Services, aligning closely with clients' goals.

Contact Information

- Phone: 5627991929
- Website: Unfortunately, the specific website is not provided, but potential clients are encouraged to visit their physical address or check their online presence for more detailed information.

Special Features

- Online Appointments: Convenience is key, with the option to schedule sessions online.
- On-site Services: For those who prefer face-to-face interactions, Regal Wealth Group offers services at their location.
- Accessibility: The office is fully Wheelchair Accessible, ensuring all clients, regardless of mobility, can access services comfortably. This includes a Wheelchair Accessible Parking, Entrance, and Toilet.

Appointments and Recommendations

- Appointments Recommended: It's advisable to book appointments in advance to ensure a personalized consultation slot.

Opinions and Average Rating

- Despite the lack of reviews on Google My Business, with only 0 reviews, it's crucial for prospective clients to seek additional feedback through other platforms or directly from the firm. The average opinion scored is 0/5, which raises concerns but doesn't definitively reflect the quality of service. Prospective clients should consider reaching out directly to ask about their specific concerns or experiences.

Recommendations for Potential Clients

When considering Regal Wealth Group, here are some key points to keep in mind:
- Transparency in Fees: As a fee-only advisor, clients can expect clarity on how charges are structured.
- Accessibility: For those with mobility issues, the office's accessibility features are a significant plus.
- Direct Communication: For inquiries or scheduling, the provided phone number is straightforward to use.
- Expect a Consultation: Given the recommendation to book appointments, clients should be prepared for a dedicated time to discuss their financial situations thoroughly.

It's important for anyone interested in Regal Wealth Group to reach out directly, perhaps to inquire about their services, expected consultation duration, and how they address client concerns, especially considering the lack of public reviews. With dedication to fee-only services and an emphasis on accessibility, Regal Wealth Group aims to provide valuable financial advice tailored to individual needs, making them a potential ally in one's financial journey, albeit with the caveat of seeking more client feedback to form a fuller picture.