Parsons Wealth Management - Half Moon Bay, California

Introduction to Parsons Wealth Management

Parsons Wealth Management, located at 721 Purissima St Suite C, Half Moon Bay, CA 94019, stands out as a reliable financial services provider in the Half Moon Bay area. With a comprehensive suite of services including financial planning, certified public accounting, financial consulting, investment services, and tax preparation, this firm caters to a wide range of financial needs. The office is conveniently equipped with wheelchair accessible parking and restrooms, ensuring that all clients, regardless of mobility, can access their services comfortably. Appointments are recommended to manage their busy schedule effectively.

Contact Information and Services

For those seeking personalized financial guidance or professional accounting services, Parsons Wealth Management is just a phone call away. Their contact number is 650-726-0640. The company's website, parsonswealthmgmt.com, offers an overview of their services and potentially more detailed information for prospective clients. Their specialties are clearly defined, showcasing their commitment to providing comprehensive financial solutions.

Facilities and Accessibility

• Wheelchair Accessible Parking: Yes
• Wheelchair Accessible Restroom: Yes
• General Restroom: Yes

These facilities ensure that the office is accessible to everyone, emphasizing their commitment to client comfort and inclusivity.

Client Reviews and Opinions

The client reviews on Google My Business are overwhelmingly positive, reflecting high levels of customer satisfaction. With only two reviews available, the average opinion stands at a solid 5/5. Testimonials highlight the respect shown by the staff, particularly noting the exceptional service from the tax preparers over a decade, indicating a long-term, trusted relationship with their clientele.

Recommendations for Prospective Clients

For anyone looking to manage their finances wisely or seeking professional advice on investments, tax preparations, or accounting services, Parsons Wealth Management is highly recommended. The firm's experienced team, led by John Parson's, offers a blend of expertise that spans financial planning, accounting, and consulting. Their dedication to providing quality service, as evidenced by the positive client feedback, makes them a standout choice in the Half Moon Bay area. Clients are advised to book appointments in advance to ensure they receive the personalized attention their financial matters require.

👍 Reviews of Parsons Wealth Management

Robert C.

5/5

the folks at John Parson's accounting have always treated me with the highest degree of respect for 10 years and never has there been an issue. As a mail carrier in Half Moon Bay for 25 years I can say that John Parson's and his up-to-date tax preparers are the BEST!

Melanie D.

5/5