Censia Wealth Advisors - Santa Rosa, California

Censia Wealth Advisors

Censia Wealth Advisors, located at 5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403, is a highly esteemed financial planning and consulting firm. With a phone number of 075283010, individuals seeking expert guidance in managing their finances can easily connect with the knowledgeable team at Censia Wealth Advisors. Their website, censiawealth.com, offers comprehensive information about their services and the team's approach to financial planning.

Specialties and Services

Specializing in financial planning and consulting, Censia Wealth Advisors provides personalized solutions to help clients navigate their financial journey. Their commitment to understanding each client's unique needs and goals sets them apart in the industry.

Accessibility and Appointments

Censia Wealth Advisors prioritizes accessibility for all clients, offering a wheelchair accessible entrance, parking lot, and restroom. While walk-ins are welcome, it is highly recommended to schedule an appointment in advance to ensure personalized attention and a seamless experience.

Client Reviews and Testimonials

The team at Censia Wealth Advisors has garnered a excellent reputation within the community, with a 5/5 average rating based on 3 reviews on Google My Business. Clients consistently praise the firm's professionalism, responsiveness, and dedication to their financial well-being. One satisfied client shared that Censia has been "a godsend," handling their investments with "prudence and integrity" since 2017. Another client, a long-time customer, expressed their satisfaction with the team's adaptability and personalized approach to financial planning, stating, "I have been with them for ten years and very satisfied with results and flexibility to adapt plans as life milestones approach and shift."

Recommendation

For those seeking a reliable and experienced financial planning and consulting firm, Censia Wealth Advisors stands out as the go-to choice. With their commitment to personalized service, accessibility, and dedication to client success, it is clear that Censia Wealth Advisors is a top contender in the industry. We highly recommend visiting their website censiawealth.com to learn more about their services and expertise. Don't hesitate to contact them at 075283010 to schedule your appointment and take the first step towards a brighter financial future.

👍 Reviews of Censia Wealth Advisors

Cyndy G.

5/5

Censia has been a god send for us. Very professional and responsive! They have handled our investments with prudence and integrity. We have been with them since 2017 and will not be going anywhere else.

Ivan C.

5/5

Dedicated knowledgeable team! I have been with them for ten years and very satisfied with results and flexibility to adapt plans as life milestones approach and shift. Highly recommend them to make sense of so many moving elements of finance.

Nadine F.

5/5