Embrace Wealth Management - Chico, California

Okay, here’s a comprehensive overview of Embrace Wealth Management, presented in a formal and helpful tone, suitable for someone seeking financial guidance:

Embrace Wealth Management: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial solutions, Embrace Wealth Management stands as a reliable and forward-thinking firm. Located in the heart of Chico, California, at Stoble Workplace, 418 Broadway St, Chico, CA 95928, United States, Embrace Wealth Management is dedicated to empowering clients to achieve their long-term financial goals. Their commitment to client well-being and strategic planning has garnered them a consistently high level of satisfaction.

Specialties and Services

Embrace Wealth Management operates as a multifaceted financial organization, specializing in a range of critical services. They function as a Financial Planner, meticulously crafting tailored strategies to address individual needs. As a Financial Consultant, they provide expert advice and guidance on a broad spectrum of financial matters. Crucially, they operate as an Investment Company and Investment Service provider, managing portfolios and ensuring optimal returns for their clients. Their expertise encompasses retirement planning, investment management, estate planning, and wealth preservation – all designed to build a secure financial future.

Key Features and Accessibility

Embrace Wealth Management distinguishes itself through a client-centric approach and a dedication to accessibility. They offer a variety of service options, including Online Appointments for convenience and On-Site Services for a more personalized experience. Recognizing the diverse needs of their clientele, they provide Language Assistance and ensure their facilities are Wheelchair-Accessible, encompassing a Wheelchair-Accessible Car Park, Wheelchair-Accessible Entrance, Wheelchair-Accessible Seating, and a Wheelchair-Accessible Toilet. Furthermore, they provide an Assistive Hearing Loop and Gender-Neutral Toilets, demonstrating a commitment to inclusivity. Clients can expect Appointment Required and Appointments Recommended for optimal service.

Convenient Parking and Amenities

Parking is readily available, with a Free Multi-Story Car Park, Free of Charge Street Parking, a Free Parking Lot, On-Site Parking, and a Paid Multi-Story Car Park offering additional options. They also provide a Paid Parking Lot and Paid Street Parking for those who prefer.

Client Feedback & Reputation

Embrace Wealth Management has consistently received positive feedback, as evidenced by the impressive Average Opinion: 5/5 rating on Google My Business, based on 22 reviews. This high rating reflects the exceptional service and expertise clients have experienced. The feedback consistently emphasizes the team’s professionalism, knowledge, empathy, and dedication to understanding each client's unique circumstances. It’s clear that they prioritize building relationships and tailoring their services to individual goals, placing a strong emphasis on open communication and collaboration.

Website: embracewealthmgmt.com

Phone: 5303494738

Final Recommendation

Based on its comprehensive services, commitment to accessibility, and overwhelmingly positive client feedback, Embrace Wealth Management is a highly recommended resource for anyone seeking expert financial guidance. To explore their offerings further and schedule a consultation, we encourage you to visit their website at embracewealthmgmt.com or contact them directly at 5303494738. We believe Embrace Wealth Management can be a valuable partner in achieving your financial aspirations.

👍 Reviews of Embrace Wealth Management

Yvonne M.

5/5

Wonderful experience with Kim at Embrace. Along with being very professional and knowledgeable, she is also very empathetic. Kim wants to get to know you and understand what's important to you before her team starts directing you. Meetings with Kim are friendly and informative and we are always invited to ask questions or dig deeper into the subject matter. Kim meets you exactly where you are at in your stage of life and planning, and tailors her services to your needs.
I highly recommend Embrace Wealth Management. I wish we had found them sooner.

Delynn T.

5/5

Kim Huber is a true professional, caring and thorough Certified Financial Planner. She has provided guidance and personalized advice to us during our working years and she is by our side as we transition into our retirement phase. She keeps us focused on our goals and is an amazing listener, communicator and dear friend.

Andrea V. O.

5/5

We both felt so much help from Kim Huber. She helped us with personal health issues & especially with a financial issues from the past. Beside helping us with our investment she is such a help personally. Excellent financial planner and looking out for our best. Thank you so much for being there for us & guiding our financial steps. Andrea & David Van Order

Catherine V. G. B. A.

5/5

Kim is a dear colleague and friend - always gracious with her time and wisdom. Her clients are lucky to have her!

Samantha G.

5/5

I can’t recommend Embrace Wealth Management highly enough. Their team was incredibly supportive and encouraging throughout my journey, especially as I navigated new financial territory after a recent divorce. I initially felt embarrassed about learning these things for the first time, but their compassionate approach made me feel so encouraged. Their expertise and understanding of financial nuances is outstanding!

Overall the level of care and detail in the financial plan they put together for me blew me away. I’m stepping into this new stage of life feeling more financially confident and capable than I ever have. Kim and her team are absolutely the best!

Emily L.

5/5

Kim is an incredibly kind and approachable person, overflowing with knowledge and information. Her humility and intelligence are truly remarkable—I can hardly believe such a remarkable individual lives in Chico! Kim offers invaluable encouragement and provides sound advice along with excellent resources.

I 100% recommend using her services. She is genuine and truly cares about her clients, and prospective students interested in this career path. She's kickass!

I 100% recommend her.

Kelly B.

5/5

Kim has been helping us plan for retirement. She is in tune with our wants and our needs. She gets our family dynamics… Kim is thorough and detailed. We are honored to have her on our TEAM!

Erin P.

5/5

Kim is amazing!
Incredible at listening to my needs.
I am so glad that she chose this profession because I believe she’ll help a lot of people such as myself.