Wealth Enhancement Group
Business details
- Category
- Financial Services · Financial advisor, Financial consultant, Financial planner, Investment service
- Address
- 6333 Potrero Ave Suite 200, El Cerrito, CA 94530
- Phone
- (510) 235-1044
- Website
- wealthenhancement.com
- County
- Contra Costa 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–4 PM
- Saturday: Closed
- Sunday: Closed
About
Families and business owners across El Cerrito and the East Bay turn to Wealth Enhancement Group for financial planning, investment management and tax consulting that keep their long-term goals on track. We have built lasting relationships with clients over many years, and many of them have stayed with us through changes in leadership and personnel.
Our team handles personal and business income tax returns with care, helping clients stay organized and prepared throughout the year. We take the time to understand your situation, so our advice reflects your goals, your income and your plans for the future.
Clients often tell us they value our steady, dependable approach and the consistency of the service they receive from year to year. Reach out to speak with one of our advisors, and we will be glad to discuss how we can help you plan with confidence.
You can request a meeting through our booking page.
Our team handles personal and business income tax returns with care, helping clients stay organized and prepared throughout the year. We take the time to understand your situation, so our advice reflects your goals, your income and your plans for the future.
Clients often tell us they value our steady, dependable approach and the consistency of the service they receive from year to year. Reach out to speak with one of our advisors, and we will be glad to discuss how we can help you plan with confidence.
You can request a meeting through our booking page.