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Wealthwise Partners - Redding, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 1404 West St, Redding, CA 96001.
Phone: 5307109473.
Website: wealthwise.partners
Specialties: Financial advisor.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wealthwise Partners

Wealthwise Partners 1404 West St, Redding, CA 96001

☎️5307109473

⏰ Open Hours of Wealthwise Partners

  • Monday: 8 AM–4 PM
  • Tuesday: 8 AM–4 PM
  • Wednesday: 8 AM–4 PM
  • Thursday: 8 AM–4 PM
  • Friday: 8 AM–1 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a comprehensive overview of Wealthwise Partners, presented in a formal and helpful style, designed to be informative and encouraging:

Wealthwise Partners: A Trusted Financial Advisor

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Wealthwise Partners stands out as a reliable and dedicated firm. Located at 1404 West St, Redding, CA 96001, and easily accessible with a Wheelchair accessible entrance and Wheelchair accessible parking lot, Wealthwise Partners is committed to providing a seamless and supportive experience. You can reach them directly at Phone: 5307109473, or visit their website at Website: wealthwise.partners to learn more.

Specialties & Core Services

Wealthwise Partners specializes in providing comprehensive financial advisor services. They cater to a diverse clientele, assisting them with a wide range of financial needs, including retirement planning, investment management, estate planning, and wealth preservation strategies. Their approach is centered around building long-term relationships based on trust and a deep understanding of each client’s unique circumstances and goals. The firm’s team prioritizes a proactive and collaborative approach, ensuring clients are fully informed and empowered to make sound financial decisions.

Key Features & Accessibility

  • Strategic Planning: Wealthwise Partners excels at developing customized financial plans designed to align with individual objectives.
  • Investment Management: They manage investment portfolios with a focus on risk-adjusted returns and long-term growth.
  • Dedicated Support: Clients benefit from personalized attention and ongoing communication from their dedicated advisor.
  • Accessibility: The firm is committed to inclusivity and provides a welcoming environment for all clients.

Client Feedback & Reputation

Wealthwise Partners has garnered a consistently positive reputation within the Redding community, as indicated by the 15 reviews on Google My Business, all averaging a remarkable 5/5. These reviews consistently highlight the firm's professionalism, expertise, and commitment to client success. The sentiment suggests a team that is not only knowledgeable but also genuinely invested in helping clients achieve their financial aspirations. It is evident that clients value the level of engagement and the perceived trustworthiness of the advisors.

Further Information & Recommendations

The firm’s dedication extends beyond simply managing investments; they emphasize a holistic approach to financial wellness. They clearly prioritize open communication and a genuine partnership with their clients – a factor which appears to be greatly valued. The firm’s success is built on a foundation of experience, integrity, and a clear understanding of the evolving financial landscape.

👍 Reviews of Wealthwise Partners

Wealthwise Partners - Redding, California
Anthony E.
5/5

We have been so pleased to work with Wealthwise Partners. Our advisor, Courtney McElvain has done an incredible job of utilizing her market expertise and product knowledge. The level of engagement and communication has made our 10+ year time together such an enjoyable and prosperous experience. The Wealthwise team is trustworthy and dedicated to growing your financial wealth. I have recommended Courtney and her team to my family and friends which says it all. If you are looking for a trusted Wealth Manager and team look no further.

Wealthwise Partners - Redding, California
Cheryl C.
5/5

Courtney has been so helpful with the planning of our future. She will always take the time to sit down with us and go over questions and/or concerns we have about our retirement. She provides detailed notes with the financial break down so we can understand it fully without feeling we’re all speaking another language. We feel very confident with Wealthwise and recommend our friends to contact them to at least have a conversation about their future.

Wealthwise Partners - Redding, California
dustyn K.
5/5

Ann Marie and Courtney are not only highly knowledgeable but also truly passionate about financial awareness. They take the time to educate and empower their clients. I highly recommend these amazing women and the team at Wealthwise Partners.

Wealthwise Partners - Redding, California
Haley L.
5/5

Ann Marie has been my financial and wealth planner since 2016, and I couldn’t be happier!
I moved my portfolio from Stifel to Wealthwise Partners when she opened up the business with her partner, Courtney (whom I’ve also come to respect and admire), to remain Ann Marie’s client because I trust her to guide me in making the best financial decisions for my retirement.
Year after year, I watch her expand her knowledge and keep up with industry developments. She meets with me annually and always responds to questions I have in the interim within a day. I couldn’t ask for a better relationship!

Wealthwise Partners - Redding, California
Brittany B.
5/5

I have used Courtney for many years to manage our investments as well as our child’s investments, and she has done a remarkable job. Friendly, personable, and incredible at what she does! I couldn’t recommend her more!

Wealthwise Partners - Redding, California
Erin R.
5/5

Wealthwise Partners display the highest level of professionalism, dedication, and expertise! Courtney and Ann Marie are always available to my husband and I to answer any questions and they truly care. Highly recommend!

Wealthwise Partners - Redding, California
Natalie P.
5/5

Courtney and Ann Marie have been invaluable assets. They are always available to answer questions and provide guidance. I love working with them!

Wealthwise Partners - Redding, California
Jon J.
5/5

Wealthwise Partners provides outstanding investment, retirement, and financial services with caring and a personal touch. They are hands-on and proactively engage their clients. They regularly provide information so their clients stay informed and can make informed choices. They are a night-and-day improvement over my previous financial planner and advisor.

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