BNG Wealth Advisors - Irvine, California

BNG Wealth Advisors

BNG Wealth Advisors is a well-established financial planning firm located at 16755 Von Karman Ave Suite 200C, Irvine, CA 92606, with a convenient phone number of 9493984251 and a user-friendly website at bngwealth.com. Their specialties lie in financial planning, as they strive to help clients make informed decisions about their investments and retirement.

Other key features of BNG Wealth Advisors include wheelchair accessibility, with entrances, parking lots, and restrooms all designed to accommodate individuals with disabilities. It is recommended to make an appointment prior to visiting their office.

The company has received overwhelmingly positive reviews, with an impressive average rating of 5/5 based on 3 reviews on Google My Business. One particularly satisfied client noted that BNG Wealth Advisors provided excellent assistance in setting up a SEP IRA for their father's retirement, complete with tax benefits. The process was streamlined and user-friendly, leaving the client highly content with the service provided.

With their expertise in financial planning, commitment to accessibility, and strong reputation among past clients, BNG Wealth Advisors stands out as a reliable choice for anyone seeking professional guidance in managing their finances.

Specialties and Services

• Financial Planning
• Retirement Planning
• Investment Management

Key Information

• Address: 16755 Von Karman Ave Suite 200C, Irvine, CA 92606
• Phone: 9493984251
• Website: bngwealth.com
• Specialties: Financial planner
• Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

👍 Reviews of BNG Wealth Advisors

Sunit S.

5/5

If you're looking for a retirement planning counselor, BNG Wealth Advisors is the best! My father was about to retire and needed help. They assisted him in setting up a SEP IRA, that came with tax benefits, which was a plus for him. The paperwork was minimal, and maintenance was doable. Very satisfied with the service.

Vikash M.

5/5

I never meet such a professional person who is knowledge able and perfect guide for wealth advisory. I met with Balaji for my uncle investments. He was going to retire and was looking financial advisor in bay area, ca. We found BNG vial facebook page. I am glad to connect with Mr. Balaji Roa.

Venkatesh S.

5/5

Balaji is very knowledgeable and trust worthy. I just depend upon him to manage my finance. I highly recommend him and BNG!