Essence Wealth & Insurance Service's mission is to help take away some of the responsibilities and worries and also make you focus on what matters to you. Sunny Wang is the President and Financial Advisor of the Essence Wealth & Insurance Service. If you are looking for an honest, experienced, independent, creative, personable, and caring financial advisor to help you and your family reach your long term financial goals, contact him for a free consultation. Essence Wealth & Insurance Service is an experienced and independent fiduciary financial advising firm that helps people to Save, Grow, Protect, and Enjoy their money. Their company's comprehensive financial planning approach includes financial planning, investments, insurance, estate planning, alternative investments, cash flow analysis, financial decision-making assistance, business planning, employee benefits, and more. exterior image attached in the mail add it and change image mark.
Best Financial Services in Santa Clara
Handpicked Top 3 Financial Services in Santa Clara, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
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 to go 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 already saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5-star rating and more.
So glad we found Sunny!! He is professional, experienced, and responsive. He is always on time with our meetings and he always made us feel comfortable. Any questions we have, he responds immediately! He looks out for my family! We can't thank him enough!!
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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 absolutely free. Please contact them for a no-cost financial consultation.
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JR FINANCIAL & INSURANCE SERVICES REVIEWS
After several years of friends telling me I NEED to meet with James, I finally did and the only thing I can't figure out is why I didn't do it sooner! Navigating my finances and making much-needed changes are becoming less scary and much more exciting! I appreciate the guidance James has given me. He patiently answers all my questions and ensures that I understand each step we are taking! I am excited to see where the next year takes me financially- and that's all thanks to James and his team!
We went to see James after an initial dinner into meeting. We were impressed with his knowledge of the information presented which was social security. We then booked a follow up office appointment and were again thoroughly satisfied with the information he presented to us. We now have another appointment to go to and have referred him to our children.
I wish I've met James few years ago -we could have save a lot of money from bad investment. He's very professional and knowleagable. I can't wait for our next appointment. The office staff is awesome as well:-)
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Steve Duffy is an Edward Jones financial advisor, who believes it's essential to spend his time to understand what you are working toward before you invest your money. The company is an investment firm that understands your financial goals deserve a face to face conversation. Whether you are planning to retire, saving for children's or grandchildren's college, or just trying to secure the financial future of those you care about the most, they can work together to develop practical plans to help you achieve your objectives. Edward Jones can help you develop a complete, tailored strategy to help you reach your financial aims.
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STEVE DUFFY 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 are 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!
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