Wilshire Advisors - Santa Monica, California
Address: 1299 Ocean Ave #600, Santa Monica, CA 90401.
Phone: 04513051.
Website: wilshire.com
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 4.7/5.
📌 Location of Wilshire Advisors
⏰ Open Hours of Wilshire Advisors
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a comprehensive overview of Wilshire Advisors, presented in a formal and helpful tone, designed to be informative and encouraging:
Wilshire Advisors: A Trusted Financial Consultant
For discerning individuals and families seeking expert financial consultation, Wilshire Advisors stands as a respected and established firm. Located in the vibrant coastal city of Santa Monica, California, Wilshire Advisors operates from a prestigious address at 1299 Ocean Ave #600, Santa Monica, CA 90401. Clients can easily reach them by phone at 04513051, or through their comprehensive website: wilshire.com.
About Wilshire Advisors
Wilshire Advisors is a firm dedicated to providing personalized wealth management solutions. They prioritize a holistic approach to financial planning, taking into account an individual’s unique circumstances, goals, and risk tolerance. The firm’s core competency lies in helping clients navigate the complexities of investment management, retirement planning, estate planning, and tax optimization. They are committed to building long-term relationships based on trust, transparency, and a deep understanding of their clients' needs. The firm’s commitment to accessibility is evident in its facilities, offering a wheelchair accessible entrance and wheelchair accessible parking lot, alongside a wheelchair accessible restroom. General amenities include standard restrooms.
Location and Accessibility
The firm’s Santa Monica location provides a sophisticated and convenient setting for client meetings. The office itself is known for its beautiful architecture, reflecting a commitment to quality and creating a comfortable environment for discussions. Prior appointment scheduling is highly recommended to ensure dedicated attention and efficient service.
Key Features and Services
Personalized Financial Planning: Customized strategies tailored to individual needs.
Investment Management: Expert guidance in building and managing diversified portfolios.
Retirement Planning: Strategies for securing a comfortable retirement future.
Estate Planning: Assistance with wills, trusts, and other estate planning documents.
* Tax Optimization: Strategies to minimize tax liabilities.
Client Feedback & Reputation
Wilshire Advisors consistently receives positive feedback, as reflected in their 3 reviews on Google My Business, boasting an impressive average rating of 4.7/5. The firm’s dedication to client service appears to be a central theme, with many clients citing the quality of advice and the attentiveness of the advisors. The firm seems to foster a strong sense of partnership and understanding with its clientele.
Recommended Actions
For anyone seeking a reputable and experienced financial consultant, Wilshire Advisors presents a compelling option. The firm’s commitment to accessibility and its dedicated team of advisors create a welcoming and professional environment. We strongly encourage potential clients to explore their services further by visiting their website at wilshire.com. It is advisable to schedule an appointment to discuss your specific financial goals and how Wilshire Advisors can assist you in achieving them.
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👍 Reviews of Wilshire Advisors
