World Financial Group Inc

Business details

Category
Financial Services · Financial planner
Address
1850 Warburton Ave #203, Santa Clara, CA 95050
Phone
(408) 396-9283
Website
aegonins.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

World Financial Group Inc helps clients in Santa Clara plan with confidence, protect what matters, and grow their savings over time, and that's what we offer. We are a financial planning practice serving individuals and families across Santa Clara and the wider South Bay.

Our work centers on building personalized plans that address your goals, your income, and the protection your household needs. We take the time to understand where you are today and where you want to be, then design strategies that you can follow with clarity.

Whether you are just starting to save or refining a plan you already have, we aim to make every step feel manageable and well explained.

Learn more about our services on our website.