Parsons Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 721 Purissima St C, Half Moon Bay, CA 94019
- Phone
- (650) 726-0640
- Website
- parsonswealthmgmt.com
- County
- San Mateo 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
Half Moon Bay and San Mateo County residents turn to Parsons Wealth Management for financial planning and tax preparation that they can rely on year after year. We serve individuals and families across Half Moon Bay and the Peninsula, helping them plan with clarity and confidence.
Our team stays current on tax rules so that the returns we prepare reflect the latest guidance. We take the time to understand each client's situation, then build a plan around their goals.
Many of our clients have trusted us for a decade or more, and that long-standing respect is something we work hard to earn every day.
Book through our website to start a conversation about your financial future.
Our team stays current on tax rules so that the returns we prepare reflect the latest guidance. We take the time to understand each client's situation, then build a plan around their goals.
Many of our clients have trusted us for a decade or more, and that long-standing respect is something we work hard to earn every day.
Book through our website to start a conversation about your financial future.