Concentrum Wealth Management - San Jose, California

Concentrum Wealth Management, located at Address: 353 Piercy Rd, San Jose, CA 95138, United States, is a financial planning firm dedicated to helping individuals and families achieve their financial goals. With a phone number of Phone: 4088404030, this company offers expert financial planning services to its clients.

One of the key features of Concentrum Wealth Management is its commitment to accessibility. The company offers a wheelchair-accessible car park, entrance, and toilet, making it easy for clients with mobility issues to visit the office. In addition, the office has toilets and recommends appointments for visits.

Concentrum Wealth Management specializes in financial planning, with a team of experienced professionals who can help clients create a customized plan to meet their financial goals. Whether you're saving for retirement, planning for college, or looking to invest in the stock market, Concentrum Wealth Management has the expertise to help you make informed decisions about your money.

Unfortunately, there are currently Opinions: 0 reviews for Concentrum Wealth Management on Google My Business, so it's difficult to gauge the company's reputation based on customer feedback. However, the company's website, Website: concentrumwealth.com, provides more information about the firm's services and team.

Overall, Concentrum Wealth Management is a solid choice for individuals and families looking for expert financial planning services. With a convenient location, commitment to accessibility, and a focus on customized planning, this firm is well-equipped to help clients achieve their financial goals.

If you're interested in learning more about Concentrum Wealth Management, we recommend visiting the company's website or contacting them directly to schedule an appointment. Their team of professionals is dedicated to providing personalized service and helping clients make informed decisions about their money.