KWB Wealth - Redlands, California

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KWB Wealth - A Trusted Financial Planning Firm

KWB Wealth, located at 1782 Orange Tree Ln, Redlands, CA 92374, is a reputable financial planning firm that has been serving clients in the area for several years. With a phone number of 9093078220 and a website at kwbwealth.com, they are easily accessible to those seeking their expert services.

Specialties: Financial planner

Other points of interest: Identifies as veteran-owned, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.

Opinions: This company has 5 reviews on Google My Business.

Average opinion: 5/5.

At KWB Wealth, the team of experienced financial planners understands the unique needs of each client and works closely with them to develop personalized financial strategies. Whether you are looking to invest, save for retirement, or plan for your child's education, their expertise and guidance can help you achieve your financial goals.

The firm's commitment to accessibility is evident in their wheelchair-friendly facilities, including an accessible entrance, parking lot, and restroom. They also offer online appointment scheduling, making it convenient for clients to meet with their financial planner at a time that works best for them.

As a veteran-owned business, KWB Wealth takes pride in supporting the local community and understands the unique challenges faced by veterans and their families when it comes to financial planning. Their dedication to providing exceptional service and personalized attention has earned them a strong reputation in the industry.

In summary, KWB Wealth is a top-notch financial planning firm that offers a wide range of services to help clients achieve their financial goals. With their experienced team, accessible location, and commitment to customer satisfaction, they are an excellent choice for anyone seeking professional financial guidance.

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"summary": "KWB Wealth is a reputable financial planning firm located in Redlands, CA, offering personalized services, wheelchair accessibility, and online appointment scheduling. They have earned a 5/5 rating based on 5 Google My Business reviews.",

"keywords": ["financial planner", "personalized financial planning", "wheelchair accessible", "veteran-owned", "online appointments", "Redlands", "California"],

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"quality_score": 9,

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👍 Reviews of KWB Wealth

John T.

5/5

The KWB group is professional, knowledgeable and enjoyable to work with. We have complete trust in KWB and totally rely on them for all of our money management direction as well as recommendations on other important decisions pertaining to our financial wellbeing. I would recommend KWB to anyone who is looking for a great investment management group that will assist will all your money and major life management decisions. We enjoy talking to Kerry and Rachel and feel extremely comfortable calling them for their advice on major purchases as well as money matters. We can’t say enough great things about KWB.

Stella M.

5/5

Rachel Bubb is a magical money maker! I've had the privilege of working with Rachel since 2019, and I've observed my money grow tremendously over the years. She is on top of her game, financially knowledgable, and Always available for a phone call or in person meeting. Rachel has given me the best financial advice to help me leave my career to pursue Stella Moon Healing full time. I highly recommend working with Rachel, she can help you make your dreams come true!!

Stacey J.

5/5

I'm so glad I switched to KWB!
I love dealing with Rachel especially! She always explains things so that I understand and she always replies quickly.
I'm never made to feel like I'm bothering them, even when I'm bothering them. 🙂
I'm lucky to have their knowledge and experience helping me.

Daniel R.

5/5

I've been investing through KWB Wealth for over 10+ years and I've always been satisfied with my investments/returns. They are very thorough in their responses to any questions I've had.

Dan R.

5/5