Pentegra Retirement Services - San Leandro, California

Pentegra Retirement Services Overview

Pentegra Retirement Services, located at Address: 440 Teola Ct, San Leandro, CA 94577, United States, stands out as a noteworthy financial planning service provider in the Bay Area. It's essential to recognize that while the company offers specialized financial planning services, there's a notable lack of customer feedback on platforms like Google My Business, with an average opinion currently sitting at 0/5. This suggests potential areas of concern that prospective clients should consider.

Location and Accessibility

Situated in San Leandro, CA, Pentegra Retirement Services is easily accessible with facilities catering to visitors with mobility issues. The business boasts a wheelchair-accessible car park, a wheelchair-accessible entrance, and an accessible toilet. This makes it a considerate option for those who require such accommodations.

Specialties and Services

The company specializes in providing expert financial planning services. This suggests that clients can expect personalized advice tailored to their specific retirement goals and financial situations. However, it's crucial for potential clients to look beyond the company's stated services and consider the reviews and experiences of current and former clients.

Information for Potential Clients

• Contact Information: Although the phone number isn't provided, clients can always reach out via their website: pentegra.com for more detailed inquiries or to schedule a consultation.
• Website: The website offers a glimpse into the services provided and possibly testimonials or a detailed list of financial planning services.
• Accessibility Features: The facility's accessibility features are commendable and should be noted by individuals with disabilities.

Recommendation

Given the mixed feedback and lack of direct reviews, it's advisable for potential clients to not solely rely on Pentegra Retirement Services without further investigation. Before making a decision, consider reaching out to them directly through their website or giving them a call to ask specific questions about their services and experience. It's also beneficial to seek additional financial planning professionals to compare services and find the best fit for your retirement planning needs. Remember, thorough research and direct communication can provide peace of mind when making significant financial decisions.

Pentegra Retirement Services offers valuable financial planning expertise, but like any service provider, it's crucial to verify its reputation and how well it meets your individual financial needs. Don't hesitate to explore further and consult with multiple sources before committing to any financial planning services.