Carpe Diem Financial Life Planning - Ben Lomond, California
Address: 870 Woodland Dr, Ben Lomond, CA 95005.
Phone: 8315399475.
Website: carpediem.financial
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 4.5/5.
📌 Location of Carpe Diem Financial Life Planning
Introducing Carpe Diem Financial Life Planning
Located at 870 Woodland Dr, Ben Lomond, CA 95005, Carpe Diem Financial Life Planning stands as a beacon of financial wisdom and guidance in the heart of California. With a dedicated focus on financial planning, this esteemed firm offers a wealth of expertise aimed at helping individuals navigate the often complex world of personal finance. The firm can be reached at 831-539-9475, and their comprehensive services are accessible online through their professional website at carpediem.financial.
Key Characteristics and Services
Carpe Diem Financial Life Planning prides itself on its team of financial planners who are not only experts in their field but also committed to making financial planning accessible to everyone. Their specializations include comprehensive financial planning services tailored to meet the unique needs of each client.
- Personalized Financial Strategies: Each client receives a personalized approach to their financial goals.
- Tax Preparation: Experienced planners help clients through tax preparation, ensuring accuracy and efficiency.
- Accessibility: The office is wheelchair accessible, with accessible parking and restrooms, making it easy for everyone to visit.
Customer Experience and Accessibility
Carpe Diem Financial Life Planning is committed to providing an inclusive environment. Their wheelchair accessible entrance, parking lot, and restroom ensure that all clients, regardless of mobility, can receive the service they need without barriers. Appointments are recommended for a smoother experience, reflecting their dedication to client care.
Customer Opinions and Ratings
Clients have praised Carpe Diem Financial Life Planning highly, with an average opinion rating of 4.5/5 based on just two reviews on Google My Business. Opinions highlight the exceptional service provided, with one client expressing their satisfaction with Robert, who prepared taxes with "tremendous patience," recommending the service for individuals from all financial literacy levels.
How to Get Involved
For those seeking to enhance their financial well-being, reaching out to Carpe Diem Financial Life Planning is the first step. To book an appointment or learn more about their services, visit their website at carpediem.financial. Given the positive feedback from their clients, it’s clear that their expertise and client-centered approach can significantly benefit your financial journey.
Don't hesitate to contact them today to schedule your consultation and take the first step towards achieving your financial goals. Remember, your financial future is worth planning with the best. Visit their page, explore their offerings, and take advantage of their expertise to secure a more secure financial future.
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This structured approach highlights the key aspects of Carpe Diem Financial Life Planning, from their services and accessibility to customer feedback, guiding potential clients on how to engage with them effectively.
👍 Reviews of Carpe Diem Financial Life Planning
