Tenacity Financial - San Dimas, California

Okay, here’s a detailed and professional overview of Tenacity Financial, formatted as requested, designed to be helpful for anyone considering their services:

Tenacity Financial: A Dedicated Partner in Your Financial Journey

Tenacity Financial is a respected financial planning firm located in San Dimas, California. Situated at Address: 1200 N San Dimas Canyon Rd, San Dimas, CA 91773, United States, and reachable at Phone: 9093949800, the company stands out for its commitment to providing comprehensive and personalized financial guidance. They operate with a clear mission – to ensure no family is left behind when it comes to achieving their financial goals.

About Tenacity Financial

Tenacity Financial specializes in assisting individuals and families in navigating the complexities of personal finance. They don’t simply offer standard investment advice; instead, they focus on building a robust, holistic plan that addresses a wide range of financial needs. The firm seems to prioritize an educational approach, emphasizing empowering clients with the knowledge necessary to make informed decisions. It's evident that they believe in fostering long-term relationships based on trust and understanding.

Key Features and Services

• Comprehensive Financial Planning: Tenacity Financial develops strategies encompassing retirement planning, investment management, tax optimization, and estate planning.
• Client-Centric Approach: The firm's philosophy centers around understanding each client’s unique circumstances, values, and aspirations.
• Educational Focus: A significant element of their service is dedicated to providing clients with a strong foundation of financial literacy.
• Dedicated Support: Clients appear to receive attentive and personalized support throughout the entire planning process.

Location and Contact Information

The firm’s physical location at 1200 N San Dimas Canyon Rd, San Dimas, CA 91773, provides a convenient point of contact for those seeking in-person consultations. Potential clients can readily reach them via telephone at Phone: 9093949800. While a dedicated website is currently unavailable, information can be easily accessed through online search and reviews.

Client Feedback and Reputation

Tenacity Financial boasts an impressive Average opinion: 4.6/5 based on 36 reviews on Google My Business. These reviews consistently highlight the firm's dedication to client education and their commitment to ensuring financial security for families. There’s a strong sense that clients appreciate the personalized attention and the tangible impact of the plans they develop. It seems they go beyond simply managing investments and aim to proactively address financial challenges, much like crowdfunding initiatives or fundraising events.

Recommendation for Prospective Clients

For individuals and families seeking a trustworthy and knowledgeable financial planner, Tenacity Financial presents a compelling option. Their emphasis on education, combined with a client-focused approach, suggests a dedication to building lasting relationships and achieving meaningful financial outcomes. It’s recommended to schedule a consultation to discuss your specific needs and explore how Tenacity Financial can contribute to your long-term financial well-being.

👍 Reviews of Tenacity Financial

Mel R.

5/5

Love this place. I came in as a client and couldn’t believe the amazing financial education I had received in one hour. More than I’ve ever learned my whole years at school. I Fell in love with their mission of no family left behind. I’ve been an agent for over 3 years now, and I’ve planted my flag here. I work with the most wonderful people. Our products are unmatched. What we do is essentially end gofundme’s and car washes every time we put a plan in place for a client. I couldn’t be more fulfilled in all areas of my life working with Tenacity!

TaTiana M.

5/5

Beautiful office. Everyone is very nice, when waiting in the lobby I was offered a tour of the office & water. I’m very impressed by the people here, & the services they provide. I was able to learn so much! You can tell everyone enjoys working here.

hunter K.

1/5

Scammers stealing from families, forming pyramid scheme. The amount of soft human beings not willing to work after Covid is staggering. These people should be sued and reported by anyone who comes in contact.

Kyle M.

1/5

Fake service, fake people, fake reviews. Tenacity is a pyramid scheme under the guise of selling IUL’s. This branch of WFG prey on you by recruiting your friends and family. All the good reviews are from downlines and the first few are obviously fake.

Val R.

1/5

Everyone is raving about great services and great people. While I have no doubt the office is full of great people, I have yet to hear specifics as to what services are offered and why they are so great. What specific information can I get that would make me want to use these mysterious services?

Adgerianna W.

5/5

Absolutely amazing! The passion they have to help and be of service is mind blowing. Down to earth, knowledgeable, and willing to go the extra mile!!

chad R.

5/5

I learned so much from my financial education with Tenacity. A great mission, friendly people and products that are made for everyone depending on what stage of the journey you are in.

Melody G.

5/5

Absolutely amazing people who genuinely care about you! I was able to learn financial concepts I never knew about growing up. Super grateful!