Platt Wealth Management - San Diego, California

Platt Wealth Management

Platt Wealth Management es una empresa de asesoramiento financiero con sede en San Diego, California, que ofrece servicios de asesoramiento financiero, planificación financiera e inversión.

La empresa se encuentra ubicada en la dirección 3838 Camino Del Rio N Unit 365, San Diego, CA 92108, Estados Unidos y puede ser contactada por teléfono en 6192559554 o a través de su sitio web plattwealthmanagement.com.

Especialidades

• Financial advisor: asesoramiento financiero personalizado para individuos y familias.
• Financial planner: planificación financiera a largo plazo para lograr objetivos financieros.
• Investment service: servicios de inversión para lograr rendimientos financieros.

Características

• Ubicación: San Diego, California, Estados Unidos.
• Dirección: 3838 Camino Del Rio N Unit 365, San Diego, CA 92108, Estados Unidos.
• Teléfono: 6192559554.
• Sitio web: plattwealthmanagement.com.

Otras características

• A accesibilidad para personas con discapacidad: la empresa cuenta con un estacionamiento y una entrada accesible para personas con discapacidad.
• Accesibilidad para personas con discapacidad: la empresa cuenta con un baño accesible para personas con discapacidad.

Opiniones

This company has 4 reviews on Google My Business.

The average opinion is 5/5.

👍 Reviews of Platt Wealth Management

Michael M.

5/5

After meeting with several financial advisory firms, my wife and I chose Platt Wealth Management and we've been very satisfied with our decision. As our financial advisor, Curtis has been an invaluable source of knowledge and guidance, always responding to our questions quickly and being the voice of reason. The financial planning service has been especially helpful, as we were uncertain on the exact way to structure our finances for our personal situation. Jeff’s expertise in investment strategies is exceptional and he explains complex concepts in a way that allows us to truly understand them beyond a surface level. Kim and Devan provide an outstanding client experience, ensuring we are always informed and up to date on everything related to our accounts and financial planning meetings. I highly recommend Platt Wealth Management to anyone seeking expert financial advice and investment management.

Fred U.

5/5

PWM is very professional, knowledgeable and enjoyable to work with. Always available & prompt to respond to inquires related to investments/investment strategies. Would recommend to anyone looking for personalized, professional money management/investment advice.

Rich M.

5/5

I highly recommend Platt Wealth Management. They have gone above and beyond with very personalized service. I appreciate their transparency and expertise in wealth management. We are already seeing a difference in our investments and we look forward to a very long and productive relationship with the PlattWM team.

Elliott K.

5/5

Our family had been with Jeff for 30 years now. Always great results even in the difficult times. His only goal is to make sure that your personal needs are met. By doing so, rest assured that you will continue to prosper in the years to come.