Essence Wealth & Insurance Services LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 4677 Old Ironsides Dr #350, Santa Clara, CA 95054
- Phone
- (650) 996-0924
- Website
- essencewealth.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for financial planning and wealth management in Santa Clara? Essence Wealth & Insurance Services LLC offers personal financial guidance that covers investments, insurance and long-term planning for individuals and families.
Clients value the responsive, attentive approach, with clear communication and a careful eye for detail on every account. Many appreciate that the planning looks at the full picture, including tax considerations and how savings, debt and goals fit together over time.
We take the time to answer every question thoroughly, so you leave with a clearer understanding of your finances and a plan you can act on. Whether you are just starting to plan or refining an existing portfolio, we work to build a lasting relationship with each client.
Reach out by phone or stop by to schedule a conversation about your financial goals.
Clients value the responsive, attentive approach, with clear communication and a careful eye for detail on every account. Many appreciate that the planning looks at the full picture, including tax considerations and how savings, debt and goals fit together over time.
We take the time to answer every question thoroughly, so you leave with a clearer understanding of your finances and a plan you can act on. Whether you are just starting to plan or refining an existing portfolio, we work to build a lasting relationship with each client.
Reach out by phone or stop by to schedule a conversation about your financial goals.