Chumerica Financial Alliance - San Dimas, California

Address: 448 E Foothill Blvd, San Dimas, CA 91773.
Phone: 9095996700.

Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Chumerica Financial Alliance

☎️9095996700

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Chumerica Financial Alliance is a respected financial planning firm dedicated to providing comprehensive and personalized services to individuals and businesses. Located at 448 E Foothill Blvd, San Dimas, CA 91773, with a readily accessible phone number at 909-599-6700, the firm has established itself as a reliable resource within the community. They pride themselves on a client-centric approach, focusing on building long-term relationships based on trust and understanding.

About Chumerica Financial Alliance

The core mission of Chumerica Financial Alliance revolves around assisting clients in achieving their financial goals. They offer a broad range of services, encompassing retirement planning, investment management, tax planning, and estate planning. A key differentiator is their commitment to providing detailed and transparent advice, coupled with a remarkably efficient service process. It appears their team is exceptionally well-versed in current regulations and tax laws, ensuring clients are fully informed and prepared.

Key Features and Accessibility

Chumerica Financial Alliance places a strong emphasis on accessibility for all clients. The firm boasts a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom – demonstrating a genuine commitment to inclusivity. Furthermore, they recommend scheduling appointments in advance, suggesting a structured and attentive service experience. They maintain a comfortable and welcoming environment with standard restroom facilities.

Contact Information & Online Presence

Clients can easily connect with Chumerica Financial Alliance through their physical address: 448 E Foothill Blvd, San Dimas, CA 91773. Their dedicated phone line is: 909-599-6700. Currently, the firm does not maintain an active website, but the information provided here offers a complete overview of their services and contact details.

Client Feedback & Reputation

Chumerica Financial Alliance enjoys a remarkably positive reputation, as evidenced by its seven reviews on Google My Business, all averaging a stellar 5/5. The consistently enthusiastic feedback suggests a high level of client satisfaction. Comments frequently highlight the firm’s responsiveness, expertise, and friendly demeanor. It’s clear that clients appreciate the ability to receive clear explanations of complex financial matters, particularly regarding new tax regulations. Many specifically commend Sean and his team for their proactive approach and willingness to guide clients through the often-stressful process of tax season.

Overall, Chumerica Financial Alliance presents itself as a professional, accessible, and client-focused firm well-suited for individuals and businesses seeking expert guidance in navigating their financial landscape.