Berean Wealth Management - Brentwood, California

Address: 131 Sand Creek Rd C, Brentwood, CA 94513.
Phone: 53004213.

Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Berean Wealth Management

Berean Wealth Management: A Comprehensive Overview

Berean Wealth Management, located at 131 Sand Creek Rd C, Brentwood, CA 94513, is a reputable financial planning firm that specializes in providing personalized financial advice to clients. The company can be contacted via phone at 53004213. Their dedication to helping individuals and families secure their financial future sets them apart in the industry.

Specialties and Services

Specializing in financial planning, Berean Wealth Management offers a wide range of services to meet their clients' unique needs. They provide expert advice on investments, retirement planning, estate planning, and more. With their expertise and commitment to their clients, they strive to help each individual achieve their financial goals.

Accessibility and Appointments

Berean Wealth Management understands the importance of accessibility for all clients. The company boasts a wheelchair accessible entrance, parking lot, and restroom, ensuring that everyone can access their services easily. While walk-ins are welcome, appointments are recommended to guarantee personalized attention and time with a financial advisor.

Company Reviews and Opinions

With only one review on Google My Business, Berean Wealth Management has garnered a perfect 5/5 average rating. This impressive score speaks volumes about the company's commitment to excellence and its clients' satisfaction. As one retiree shared, "Roy Jerrolds at Berean is a trustworthy man of high integrity, whose concern for the client is genuinely for their well-being. His dependence on Our Creator has everything to do with his success as a money manager, and Roy has earned our trust." This testimonial highlights the exceptional service and personalized care that clients can expect from Berean Wealth Management.

Why Choose Berean Wealth Management

Berean Wealth Management stands out in the financial planning industry due to their dedication to their clients and their commitment to excellence. By providing expert advice and personalized attention, they help each individual secure their financial future. With a wheelchair accessible facility and appointments recommended, they ensure that everyone can access their services easily. Their impressive 5/5 average rating on Google My Business further demonstrates their commitment to client satisfaction and their ability to deliver exceptional results.

👍 Reviews of Berean Wealth Management

Berean Wealth Management - Brentwood, California
D. J. (.
5/5

As a retired couple whom has had several poor money management experiences, it takes a superior performance over time to comfortably share our experience with Berean Wealth Management. Roy Jerrolds at Berean is a trustworthy man of high integrity. His concern is genuinely for the client. His dependence on Our Creator I know has everything to do with his success as a money manager. Roy has earned our trust. I hope this encourages others to consider Berean as well.

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