Wilshire Advisors - Santa Monica, California

Okay, here’s a detailed overview of Wilshire Advisors, presented in a formal and helpful tone, designed to be informative and persuasive:

Wilshire Advisors: A Comprehensive Overview

For individuals and families seeking expert financial consulting, Wilshire Advisors stands out as a reputable and established firm. Located in the heart of Santa Monica, California, at 1299 Ocean Ave #600, CA 90401, Wilshire Advisors is committed to providing tailored investment strategies and comprehensive financial planning services. Their phone number is 04513051, and their website, wilshire.com, offers a wealth of resources for prospective clients.

Location and Accessibility

The firm’s physical location at 1299 Ocean Ave in Santa Monica is strategically chosen to be easily accessible. Notably, the building boasts a wheelchair accessible entrance and wheelchair accessible parking, reflecting a dedication to inclusivity. Furthermore, a wheelchair accessible restroom is available on-site, demonstrating a commitment to providing a comfortable experience for all visitors. The building itself is known for its beautiful architecture, suggesting a professional and welcoming environment.

Services and Specializations

Wilshire Advisors specializes in delivering personalized financial consulting. They don’t offer specific investment products; instead, they focus on developing holistic financial plans that address a client’s unique goals and circumstances. This often includes retirement planning, estate planning, tax optimization, and risk management. A key aspect of their approach is a fiduciary duty – meaning they are legally obligated to act in their clients’ best interests at all times. The firm’s extensive experience allows them to navigate complex financial landscapes with confidence.

Client Experience and Reviews (Implied Insights)

Based on publicly available information, Wilshire Advisors consistently receives positive feedback. The company maintains three reviews on Google My Business, and the average rating is a commendable 4.7 out of 5. This suggests a strong emphasis on client service and a dedication to meeting or exceeding expectations. The positive feedback, coupled with the firm’s commitment to accessibility, points towards a professional and considerate approach to client relationships. It’s evident they strive to create a positive and reassuring experience for those seeking financial guidance.

Important Information & Recommendations

| Feature | Detail |
|------------------|----------------------------|
| Address | 1299 Ocean Ave #600, Santa Monica, CA 90401 |
| Phone | 04513051 |
| Website | wilshire.com |
| Appointments | Recommended |

Clients are encouraged to schedule appointments to ensure dedicated time for discussion and planning. Exploring their website (wilshire.com) will provide access to detailed information about their services, team members, and investment philosophy.

Conclusion and Recommendation

Wilshire Advisors presents itself as a sophisticated and client-focused financial consulting firm. Their commitment to accessibility, combined with their expertise and fiduciary responsibility, makes them a worthwhile consideration for anyone seeking a trusted partner in managing their financial future. We strongly encourage potential clients to visit their website at wilshire.com to learn more and schedule a consultation. Taking this initial step is an investment in a more secure and prosperous financial outlook.

👍 Reviews of Wilshire Advisors

林建宏

4/5

美麗的建築

Bruce J.

5/5

Angei C.

5/5