VOSBERG WEALTH MANAGEMENT - Glendora, California

Vosberg Wealth Management - A Comprehensive Financial Solution

Vosberg Wealth Management, located at 224 W Foothill Blvd, Glendora, CA 91741, United States, is a highly-regarded financial services firm that specializes in providing personalized financial planning, investment advice, and consulting services to individuals and businesses. With a strong focus on customer satisfaction and a commitment to delivering exceptional service, Vosberg Wealth Management has earned a stellar reputation in the industry.

Specialties and Services

The company's specialties include financial planning, financial advice, financial consulting, and investment services. They cater to a wide range of clients, offering tailored solutions to meet their unique financial needs and goals. Whether you are looking to secure your retirement, manage your wealth, or invest in the stock market, Vosberg Wealth Management has the expertise and resources to guide you every step of the way.

Key Features and Facilities

• Online appointments: For your convenience, Vosberg Wealth Management offers online scheduling options.
• On-site services: Their team is available to meet with clients at their office, providing a comfortable and professional environment for discussions and planning.
• Wheelchair-accessible facilities: The office is equipped with wheelchair-accessible parking, entrance, and toilet, ensuring accessibility for all clients.
• Restroom: A restroom is available on the premises for clients' comfort.
• Appointment required: To ensure personalized attention, it is recommended to schedule an appointment in advance.

Client Reviews and Testimonials

Having received 12 reviews on Google My Business, Vosberg Wealth Management enjoys an impressive average rating of 5/5. Clients consistently praise the company's knowledgeable and approachable advisors, as well as their ability to provide clear explanations and personalized solutions. Many testimonials highlight the value of the time and guidance provided by Vosberg Wealth Management, with clients feeling more confident and secure in their financial future.

"I would highly recommend them. I reached out seeking high-level guidance on a variety of tax, retirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable"

"We have been with Brian for a several years now. He takes the time to explain everything in great detail and makes us feel extremely comfortable. I would highly recommend his services to anyone looking to secure their financial future."

Recommendation

If you are seeking a reliable and knowledgeable financial advisor to help you navigate your financial journey, Vosberg Wealth Management is an excellent choice. With their expertise, personalized approach, and commitment to client satisfaction, they can provide you with the guidance and peace of mind you need to secure your financial future. We highly recommend contacting Vosberg Wealth Management through their website at vosbergwealth.com to schedule your appointment and take the first step towards achieving your financial goals.

👍 Reviews of VOSBERG WEALTH MANAGEMENT

Jeremy T.

5/5

I would highly recommend them. I reached out seeking high level guidance on a variety of tax, retirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

Ken R.

5/5

We have been with Brian for a several years now. He takes the time to explain everything in great detail and makes us feel extremely comfortable. I would highly recommend his services to anyone looking to secure their financial future.

Heidi C.

5/5

My husband Brian Christ and I have been clients of Brian Vosberg for at least 5 or 6 years. His knowledge of wealth management and education in the financial industry is amazing. We are very comfortable with letting him handle our portfolio and making investment choices for us. He has quite a professional office staff and it easy to call or make appointments. You will be making a smart decision to have as your financial advisor.

gloria B.

5/5

Vosberg Wealth Management workshop was extremely enlightening and helpful to my husband and I. And the free follow up meeting we had with Brian also brought us information about our situation that was helpful to us personally. The entire team was professional, responsive, and caring. Truly a great team of caring individuals.

Scott L. L.

5/5

Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing. His long term view matches ours. The communication is prompt and easy because if the staff there. I have only been to the new office once but it looks amazing and we look forward to visiting again when we can.

TC D.

5/5

When my wife and I started looking for a CFP over 12 years ago our top priorities were trust and knowledge. We found both with Brian and Vosberg Wealth Management (formerly Vossberg & Associates). Brian has helped us significantly increase our wealth over the years. As a result, my wife and I are able to retire much earlier now. We have referred several family members and friends and they have all been ecstatic with VWM's services. I highly recommend you give them a call, they great people and very knowledgeable.

Joseph ?. P.

5/5

My wife and I have known Brian for 15 years. Under his financial expertise our portfolio has done way better than expected.
We feel so fortunate to have him not only for financial advice but questions regarding real estate investments as well. Joe and Rosemary Priebe

Adriana M.

5/5

It was a very good and informative seminar. It went fast, so much information, but Brian took his time in answering all of our questions (and there were many!). Good job!