Slocum Wealth Management - San Luis Obispo, California

About Slocum Wealth Management

Slocum Wealth Management, located at 1410 Marsh St STE 1, San Luis Obispo, CA 93401, United States, offers a range of financial planning services tailored to meet the unique needs of its clients. With a contact number 805-541-0101, potential clients can easily reach out for consultations or inquiries. Their professional approach is complemented by an array of services designed to ensure financial security and growth.

Key Features and Services

• Financial Planning: As a Financial Planner, Slocum Wealth Management specializes in helping individuals and families plan for their financial futures, ensuring stability and prosperity.
• On-site Services: Clients have the convenience of accessing on-site services, which may include detailed consultations and personalized advice.
• Online Appointments: Recognizing the need for flexibility, they offer online appointment booking to cater to busy schedules.
• Accessibility: The office is fully wheelchair-accessible, featuring a car park, entrance, and toilet designed with accessibility in mind.

Location and Contact Information

Opinions and Reviews

The company has garnered a strong reputation, as evidenced by the average opinion of 5/5 based on just two reviews on Google My Business. The feedback highlights Ralph Slocum's expertise, focus, and relatability. Clients are encouraged to recommend appointments to ensure a thorough discussion of their financial goals and concerns.

Recommendations for Potential Clients

• For those seeking professional financial guidance, Slocum Wealth Management offers a comprehensive service package.
• Given the high satisfaction rates, it's advisable for interested parties to reach out directly, either by phone or through their website, to schedule an appointment.
• The accessibility features of the office underscore their commitment to serving all clients comfortably and conveniently.

👍 Reviews of Slocum Wealth Management

Matthew O.

5/5

Ralph Slocum is knowledgeable, focused, experienced and yet relatable. I endorse him wholeheartedly.

Jennifer H.

5/5