Here’s The Deal: Essence Wealth & Insurance Services is an independent Financial planner in Santa Clara, California. Sunny Wang is the president and financial advisor of the firm. As an independent financial advisor, he has been helping people for over 22 years and educating them on how to save, grow, protect, and enjoy their money. He always feels so fortunate to be able to build a great career based on how many people he has helped. The team's mission is to help remove some of the responsibilities and worries and make you focus on what matters to you. They work with successful people like you. They understand how hectic life can get sometimes, which leaves little time for the most important people in your life. Their sole mission is to help remove some of the responsibilities and worries you may have so you can focus on what matters to you. Contact me for a free consultation.
3 Best Financial Services in Santa Clara, CA
Expert recommended Top 3 Financial Services in Santa Clara, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 ESSENCE WEALTH & INSURANCE SERVICES REVIEWS
My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on. We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.
If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has alresdy saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5 star rating and more.
If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![JR FINANCIAL & INSURANCE SERVICES Santa Clara Financial Services JR FINANCIAL & INSURANCE SERVICES Santa Clara Financial Services](https://threebestrated.com/images/JRFinancialInsuranceServices-SantaClara-CA.png)
Here’s The Deal: JR Financial & Insurance Services wants to take the stress out of financial planning. Their very knowledgeable agents, James Rukstalis and Peter Bradshaw, can help you navigate any of your financial questions from the very basic to the very complex. They can guide you through the financial planning process, along with estate planning, tax preparation, wills and trusts, home refinancing, and much more. Their goal is to help you gain a better understanding of your current financial standing and how you can better your current situation. And best of all, their services are free. Please get in touch with them for a no-cost financial consultation and get your appointment scheduled on the day and time that works best for you.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 JR FINANCIAL & INSURANCE SERVICES REVIEWS
I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision. Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.
Excellent customer service no matter what your financial status may be. I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with. Finally, a company who genuinely cares about their clients wellbeing.
Absolutely wonderful people to see each year and get your questions answered Thank you guys for all your help.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Steve Duffy - EDWARD JONES Santa Clara Financial Services Steve Duffy - EDWARD JONES Santa Clara Financial Services](https://threebestrated.com/images/EdwardJonesSteveDuffy-SantaClara-CA.jpeg)
Here’s The Deal: Steve Duffy is an Edward Jones financial advisor in Santa Clara, California. As a dedicated Edward Jones financial advisor, he prioritizes investing time to understand your financial aspirations before investing your money. Whether you're planning for retirement, saving for your children's or grandchildren's education, or safeguarding the financial future of your loved ones, Steve Duffy and his team collaborate with you to develop tailored strategies to achieve your goals. They continuously monitor your progress to ensure you stay on track and make necessary adjustments when needed. Above all, they are committed to providing exceptional client service. With Edward Jones, you can count on receiving comprehensive and personalized financial strategies to help you achieve your financial objectives.
Specialty:
Contact:
Working Hours:
Fri: 8:30am - 1pm
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 STEVE DUFFY - EDWARD JONES REVIEWS
Steven Duffy is an amazing listener and a consummate professional. He cares about his clients and makes sure he understands how you feel; what your goals are; and is happy to kindly educate you towards success. He's amazingly available and open to talking you through whatever steps you need help navigating. His knowledge and experience is vast and solid. I've known him for many years. He's been with Edward Jones now for more than 25 years. It's my pleasure to call him a friend as well as my advisor. I trust him. His office is second to none. Once you've seen your kids to college because of his expert advice and steadfast help, he's the professional you'd invite to your kid's wedding.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.