GC Asset Management - Temecula, California

GC Asset Management

GC Asset Management se encuentra ubicado en 43537 Ridge Park Dr #100, Temecula, CA 92590, United States y puede ser contactado al tel: 9513878200 o visitando su sitio web en gcasset.com.

Esta empresa ofrece servicios de planning financiero, servicio de inversión y agencia de seguros de vida y se identifica como empresaria de veteranos, accesible para sillas de ruedas, aparcamiento accesible para sillas de ruedas y baño accesible para sillas de ruedas.

Según los usuarios, GC Asset Management ha sido fundamental en la estrategia de planificación financiera de sus clientes. Los clientes han expresado su impresión con la comunicación y consejo proporcionado por Glenn para alcanzar la libertad financiera y organización. Glenn ha sido una fuente de esperanza y verdaderamente una respuesta a sus oraciones. Debido a su conocimiento y orientación, los clientes ven la ilusión en el final del túnel. GC Asset Management se recomienda altamente a cualquier persona que necesite ayuda y planificación financiera.

Características

• Planificación financiera personalizada
• Servicio de inversión para diferentes tipos de inversión
• Agencia de seguros de vida para proteger tus seres queridos
• Asesoramiento financiero personalizado para alcanzar tus objetivos

GC Asset Management está comprometido con brindar servicios de calidad y atención personalizada a cada cliente. Su experiencia y conocimiento en el campo financiero les permiten brindar orientación y consejos valiosos para ayudar a sus clientes a tomar decisiones informadas.

Información de contacto

Adresse: 43537 Ridge Park Dr #100, Temecula, CA 92590, United States

Telefone: 9513878200

Website: gcasset.com

Otras puntos de interés: Identifica como veteran-owned, accesible para sillas de ruedas, accesible aparcamiento para sillas de ruedas, accesible inodoro, inodoro, Se recomienda la reserva.

Opiniones

This company has 6 reviews on Google My Business.

Media de opinión

Average opinion: 5/5.

👍 Reviews of GC Asset Management

Louie A. C. S.

5/5

GC Asset Management has been instrumental in our financial planning strategy. We have been so impressed with the communication and advice given by Glenn to attain financial freedom and organization. Glenn has been a source of hope and truly an answer to our prayers. Due to his knowledge and guidance, we see the light at the end of the tunnel. GC Asset Management comes highly recommended to anyone who needs financial help and planning.

Kayla E.

5/5

Had the pleasure of sitting down with Glenn yesterday and wow, what a wealth of information he has. I’m no where near my retirement but wanted to talk to a financial planner before I needed too. He was able to forecast for me what I needed to save every year so that I would have enough money for my family after I retired. I would strongly recommended anyone who wants a skilled financial planner to call Glenn. You will be glad you did. I sure am.

Patrick K.

5/5

With a growing family and being a single income provider the thought of life insurance was more than I wanted to deal with. Glenn and his team were very strait forward and easy to work with. They helped with issues from the provider side and got us into the plan we had chose. It feels good knowing my family will be taken care of, should something happen to my wife or myself. Thank you Glenn and team!

Gary V.

5/5

While everyone should know how important it is to plan for the future, it is easier for some to avoid the hard work of actually planning, myself included. You may fear a financial planner might berate you or act like a harsh parent punishing a wayward child for not having your financial household in good order. Some may be. BUT, Glenn is not. He is very approachable, kind and sincerely wants to lend his years of knowledge and experience to benefit you and help remove the anxiety of how to live your next years as financially stress-free as possible. Please call him and schedule an appointment to review where you are, where you want to be and how you can get there, so those next years will be, truly, the best years of your life.

Rachel K.

5/5

Glenn is so dedicated to his clients. I have worked along side him and referred clients to him and he ensures the they are involved, understand the process, and are engaged. I am proud to have him as a resource available. His 20 years of experience is priceless and I never hesitate to call him with my questions.

Robin F.

5/5

Just the words "financial planning" are bound to intimidate, however, if you want a knowledgeable, trustworthy, efficient steward of your hard earned money, then GC Asset is the way to go. We experienced first hand the difference between a "big box" financial firm and one that has laser focus on your specific situation. After really digging to find out what our short and long term goals and dreams are, we were presented with an amazingly comprehensive plan to ensure our future objectives. HIs depth of knowledge on all things financial is really impressive and we trust GC Financial to guide us through uncertain times with peace of mind.