Sears Wealth Management & Insurance Solutions - Rancho Cucamonga, California

Sears Wealth Management & Insurance Solutions

Sears Wealth Management & Insurance Solutions is a highly regarded company located at 12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, United States. They specialize in providing expert financial planning, insurance brokerage, investment services, and life insurance solutions to their clients. With a strong emphasis on personalized service, the team at Sears Wealth Management & Insurance Solutions works closely with each customer to develop tailored strategies that address their unique financial goals and needs.

The company offers a wide range of services, including financial planning, insurance brokerage, investment services, and life insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve financial security and growth. Sears Wealth Management & Insurance Solutions is committed to delivering exceptional service and providing the highest quality financial products to their clients.

In addition to their exceptional services, Sears Wealth Management & Insurance Solutions is known for their commitment to customer satisfaction. They offer online appointments, on-site services, language assistance, and a wheelchair-accessible facility. With a 4.9/5 average rating based on 14 reviews on Google My Business, it's clear that Sears Wealth Management & Insurance Solutions has earned the trust and loyalty of their clients.

To learn more about Sears Wealth Management & Insurance Solutions or to schedule an appointment, visit their website at searswealth.com, or call them at 9093300074.

Specialties

• Financial planner
• Insurance broker
• Investment company
• Investment service
• Life insurance agency

Other points of interest

• Online appointments
• On-site services
• Language assistance
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

Opinions

This company has 14 reviews on Google My Business.

Average opinion: 4.9/5.

👍 Reviews of Sears Wealth Management & Insurance Solutions

LuAnn S.

5/5

I began working with Mike when I turned 59. He listened to what my wants and needs were going to be for my retirement. With his help and planning I was able to retire early at 63. I have been retired nearly 3 years now and I love being able to travel (covid permitting) and relax. I had worked as a nurse on the graveyard shift for over 30 years. I have a special needs son that Mike has helped me plan for. He introduced me to someone that helped me put together a trust. I can just relax knowing both my sons will be well cared for when my husband and myself are gone. Call Mike up and see what he can to do help you reach your financial and retirement plans.

Wenonah H.

5/5

Mike Sears was recommended to us, and we can see why he was recommended! He's good at explaining elements of financial planning, and listening to you and your needs and makes recommendations based on your personal financial road map. As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances), and plots out the best route to get to your destination.

Catherine

5/5

Absolutely love working with Mike Sears and his team for decades now. Complete trust is how I feel when working with them. So grateful I started this journey so long ago.

Steve P.

5/5

Mike gives excellent advise and creates a custom road map for your unique situation. He explains the process in every detail so that you are clearly informed and understand where every penny of your money is going. It brings such peace of mind knowing your future is protected and your earnings will last beyond their normal years in a traditional bank account. Income for life!!! That is what it’s all about!!
Thanks again to the Sears Wealth management team!!

Greg S.

5/5

My wife was afraid of the day I would be retiring, no regular paycheck coming in! She was concerned with, "what happens if we run out of money?". After our first meeting with Sears Wealth Management she wasn't nervous anymore and was at peace with our retirement plan that was shown to us. A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan". Thank you Sears Wealth Management ♡

Karla V. V.

5/5

I had been a client of Sears Wealth Management & Insurance Solutions for about a year when I was faced with the need for an unplanned early retirement. I could not have done this without the assistance and guidance from this company. I would give them 10 stars if that was an option. My new mantra is "Sears Wealth Management - Don't retire without them!"

Bill H.

5/5

My company offered me an early retirement bonus. I have always worked on saving for retirement but was not sure I was ready to really do it. After sitting down with Sears Wealth Management we not only determined that I could retire but we also laid out a plan on how to do it. That allowed me to take the early retirement bonus without any doubt or fear. If I could go back and change anything, the only thing I would do differently would be to sit down and talk with them sooner so I could have put things into motion sooner.

Jerry F.

5/5

Sears Wealth Management & Insurance is well seasoned and professional in their ability to provide the critical custom platforms to maximize your desired goals. For us that experience was important, but even more comforting was the friendship and heartbeat of this company. Honestly it's just home to us!