Stumpo Wealth Management Group - Seal Beach, California

Stumpo Wealth Management Group Overview

Location: Stumpo Wealth Management Group is conveniently situated at 3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740, United States. For those needing assistance or have questions, their phone number is 562-343-9229.

Website and Online Presence

The company has an impressive online presence with their website located at financialservicesinc.ubs.com. This platform provides potential clients with detailed information about their services and the team behind Stumpo Wealth Management Group.

Specialties and Services

Stumpo Wealth Management Group specializes in offering Financial Planning services. This indicates their commitment to helping clients manage their financial futures effectively. Their expertise likely extends to creating personalized investment strategies, retirement planning, and wealth preservation, among others.

Accessibility and Convenience

Notably, the office prioritizes accessibility with facilities like a Wheelchair-accessible car park, entrance, and toilets. This makes their services available to everyone, regardless of physical ability. Appointments are recommended to ensure efficient use of resources and time, demonstrating a professional approach to client service.

Client Opinions

Client feedback plays a crucial role in assessing a company's reputation. Stumpo Wealth Management Group boasts 2 reviews on Google My Business, with an impressive average opinion rating of 5/5. This high rating suggests a strong client satisfaction and effective service delivery.

Recommendation for Potential Clients

For anyone seeking expert financial planning tailored to their unique needs, Stumpo Wealth Management Group presents a commendable option. Their accessibility, professional services, and high client satisfaction rates are compelling reasons to consider reaching out. To learn more or schedule a consultation, visiting their website at financialservicesinc.ubs.com is the first step. The contact number 562-343-9229 can also be used directly for inquiries or to set up an appointment. Given the outstanding reviews and their commitment to accessibility, it's a wise decision to explore what they can offer for your financial well-being.

👍 Reviews of Stumpo Wealth Management Group

Emily E.

5/5

Adriana G.

5/5