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Grape Wealth Management - Temecula, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 31285 Temecula Pkwy suite 235, Temecula, CA 92592.
Phone: 9513388500.
Website: investgrape.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 52 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Grape Wealth Management

Grape Wealth Management 31285 Temecula Pkwy suite 235, Temecula, CA 92592
☎️9513388500

⏰ Open Hours of Grape Wealth Management

  • Monday: 7 AM–6 PM
  • Tuesday: 7 AM–6 PM
  • Wednesday: 7 AM–6 PM
  • Thursday: 7 AM–6 PM
  • Friday: 7 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

Grape Wealth Management

Grape Wealth Management is a reputable financial planning company located at 31285 Temecula Pkwy suite 235, Temecula, CA 92592. The company has built a strong reputation in the area for providing top-notch financial planning services. Their phone number is 9513388500 and their website can be found at investgrape.com.

Their specialties include financial planning, and they offer a range of services to meet the needs of their clients. Some of the other points of interest about Grape Wealth Management include online appointments, onsite services, wheelchair accessible entrance and parking lot, and a wheelchair accessible restroom. Appointments are recommended for those looking to work with the company.

Grape Wealth Management has received positive feedback from clients, with an average rating of 4.9 out of 5 stars on Google My Business. This demonstrates the high level of satisfaction among those who have worked with the company. One particularly notable review mentioned the company's ability to create a welcoming and enjoyable atmosphere for retirees, highlighting the personal touch that sets Grape Wealth Management apart from other financial planning companies.

Overall, Grape Wealth Management is a well-respected financial planning company that offers a range of services and has received positive feedback from clients. For those looking for a reliable and personalized financial planning experience, Grape Wealth Management is definitely worth considering.

Specialties and Services

  • Financial planning

Location and Contact Information

Additional Information

  • Online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Appointment required
  • Appointments recommended

Reviews and Testimonials

  • 52 reviews on Google My Business
  • Average rating: 4.9/5 stars

👍 Reviews of Grape Wealth Management

Grape Wealth Management - Temecula, California
Julie M.
5/5

This was a wonderful experience at Europa Winery for “Retire Temecula”.The wines were excellent and the games were fun and added a nice tone to the afternoon. It was also great seeing friends and meeting new members to the group. Thanks to Alex Newman for sensing the need for retirees to gather occasionally and creating “Retire Temecula”.

Grape Wealth Management - Temecula, California
Patti B.
5/5

Alex has been nothing short of outstanding to work with! I was new to the area, from the Midwest, and looking for someone trust worthy and that I felt comfortable would have my best interest in all that he advised me on.

I found all this and more with Alex and Grape Wealth Mgt. Alex is the epitome of conscientious, helpful, and completely transparent. He truly cares and takes the time to explain anything and everything so it can be understood at any level. I have complete confidence that he is giving me the best advice for my well being now and my future.

Additionally, in this heavily transactional world we live in, he is so genuine and kind; he is truly a joy to work with.

Thank you Alex! I sincerely appreciate all you have done thus far and look forward to many years of working with you.

Grape Wealth Management - Temecula, California
Ed V.
5/5

Alex, the organizer of the event is so nice, a smile you won’t forget. I went by myself and he was warming and introduced me to a table to enjoy wine and good times.

Grape Wealth Management - Temecula, California
Paul S.
5/5

Alex is a good resource and it was a very enjoyable afternoon in a beautiful venue, nice meeting other like minded folks. I've attended several of these mixers and really enjoy them, always informational. Thank you for hosting us.

Grape Wealth Management - Temecula, California
Connie B.
5/5

Weins gathering was great. I’ve been a member for a year or two but this was my first event. Well done! Met a couple that just moved here a month ago. We’ll be keeping in touch!

Grape Wealth Management - Temecula, California
Sharan W.
5/5

Great event meeting new friends, seeing old ones, and having a glass of great wine! Information given about investing was a plus to the evening! Join us next time!

Grape Wealth Management - Temecula, California
David E.
5/5

It’s always a pleasure attending these events and the reason is because we get to to meet other friends. Like today I met a lovely lady and her daughter and we had a great time.

Grape Wealth Management - Temecula, California
Veronica P.
5/5

Excellent outing. Met wonderful people. Looking forward to seeing them again and experiencing all that Retire Temecula has to offer.

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