ESSENCE WEALTH & INSURANCE SERVICES
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. ESSENCE WEALTH & INSURANCE SERVICES is one of the Three Best RatedĀ® Financial Services in Santa Clara, CA.
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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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Location / Contact:
- 4677 Old Ironsides Drive, Suite 350, Santa Clara, CA 95054
- Phone : (650) 996-0924
- EMail : sun***@e***.com
- Website : essencewealth.com
Working Hours:
Mon - Fri: 9am - 5pm
Sat & Sun Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Santa Clara:
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JR FINANCIAL & INSURANCE SERVICES 2005 De La Cruz Boulevard, Suite 120, CA 95050
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STEVE DUFFY 900 Lafayette Street, Suite 503, CA 95050