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. He earned his B.S in Finance at San Jose State University. 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 has over 22 years of experience and is an 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.
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.
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ESSENCE WEALTH & INSURANCE SERVICES REVIEWS
Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective. Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.
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!
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 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.
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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.
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.
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Steve Duffy is a financial advisor at Edward Jones who believes it's essential to spend his time understanding 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. With their years of experience, their investment strategists and analysts recommend investments will perform well over time. Whether you are planning to retire, saving for your 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. They believe the best way to build and preserve your financial future is with a long-term approach to investing. Edward Jones can help you develop a complete, tailored strategy to help you reach your financial aims.
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Fri: 8:30am - 1pm
Sat & Sun: Closed
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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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