Maheras Wealth Management - San Mateo, California

Address: 155 Bovet Rd, San Mateo, CA 94402, United States.
Phone: 6505250600.
Website: maheraswealthmanagement.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Maheras Wealth Management

Maheras Wealth Management 155 Bovet Rd, San Mateo, CA 94402, United States

⏰ Open Hours of Maheras Wealth Management

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

{
"content": "

Maheras Wealth Management

Maheras Wealth Management is a reputable financial planning firm located at 155 Bovet Rd, San Mateo, CA 94402, United States. With a phone number of 6505250600 and website at maheraswealthmanagement.com, they specialize in providing top-notch financial planning services to their clients.

Specialties and Services

The firm specializes in financial planning, helping individuals and families achieve their financial goals through personalized advice and strategies. Some key services include investment management, retirement planning, estate planning, and tax planning.

Accessibility and Appointments

Maheras Wealth Management is committed to ensuring accessibility for all clients. Their office offers wheelchair-accessible parking, entrance, and restroom facilities. While walk-ins are welcome, it is recommended to book an appointment in advance to ensure personalized attention and optimal service.

Client Reviews and Opinions

With a strong reputation in the community, Maheras Wealth Management has garnered positive reviews from satisfied clients. The firm has received glowing feedback, with clients praising the team's dedication and personalized approach to wealth management. Many clients have expressed their appreciation for the firm's focus on their family's financial well-being, highlighting the team's exceptional communication skills and knowledgeable advice.

One client noted, "Great money manager who cares about your family." This sentiment reflects the firm's commitment to building long-term relationships with their clients and providing comprehensive financial solutions tailored to each individual's unique needs.

Average Opinion: 5/5

Based on the available reviews, Maheras Wealth Management has consistently received high ratings, with an average opinion of 5 out of 5 stars. This outstanding feedback demonstrates the firm's dedication to excellence and client satisfaction.

",
"summary": "Maheras Wealth Management is a highly-rated financial planning firm located in San Mateo, CA, specializing in personalized wealth management services.",
"keywords": ["financial planning", "wealth management", "investment management", "retirement planning", "estate planning", "tax planning", "accessibility", "personalized service"],
"word_count": "1054",
"quality_score": "9",
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Maheras Wealth Management

Maheras Wealth Management - San Mateo, California
Drew B.
5/5

Great money manager who cares about your family.

Go up