Wendell Charles Wealth Management - Manhattan Beach, California

Okay, here’s a detailed overview of Wendell Charles Wealth Management, presented in a formal and approachable style, designed to be helpful to potential clients:

Wendell Charles Wealth Management: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, Wendell Charles Wealth Management stands as a respected and established firm. Located in the heart of Manhattan Beach, California, at 1230 Rosecrans Ave #300, Manhattan Beach, CA 90266, they offer a suite of services designed to build long-term financial security and peace of mind. Their dedicated phone line is 888-701-7305, and you can learn more about their offerings on their website: wendellcharles.com.

Core Services and Specialties

Wendell Charles Wealth Management operates as a full-service financial firm specializing in several key areas. They function primarily as a Financial Planner and Financial Advisor, providing strategic advice on a wide range of financial matters. Furthermore, they operate an Insurance Agency, helping clients secure appropriate coverage to protect their assets and loved ones. Finally, they offer robust Investment Services, encompassing portfolio management, retirement planning, and estate planning strategies. Their integrated approach ensures that all aspects of a client’s financial life are considered and optimized.

Accessibility and Client Experience

The firm prioritizes client convenience and accessibility. They offer both Online Appointments and On-Site Services at their Manhattan Beach location. Recognizing the importance of inclusivity, the office is fully Wheelchair-Accessible, featuring a Wheelchair-Accessible Car Park and Wheelchair-Accessible Entrance, alongside a dedicated Wheelchair-Accessible Toilet. Appointments are generally recommended to ensure dedicated attention and thorough planning. It’s worth noting they also provide standard Toilet facilities.

Positive Client Feedback – A Foundation of Trust

Based on initial client feedback, Wendell Charles Wealth Management cultivates a strong sense of trust and personalized service. Many clients have reported experiencing a truly familial approach, indicating a commitment to building lasting relationships. The firm’s focus on providing security and peace of mind seems to be consistently cited as a key benefit. It’s evident that clients value the firm’s expertise, professionalism, and the comprehensive nature of their financial strategies. The average opinion received is an impressive 5/5, reflecting a high level of client satisfaction.

Key Features Summary

| Feature | Description |
|--------------------|------------------------------|
| Location | 1230 Rosecrans Ave #300, Manhattan Beach, CA 90266 |
| Phone | 888-701-7305 |
| Website | www.wendellcharles.com |
| Specialties | Financial Planning, Investment Services, Insurance |
| Accessibility | Wheelchair Accessible |

Conclusion: A Recommendation for Secure Financial Futures

Wendell Charles Wealth Management appears to be a firm dedicated to delivering exceptional financial guidance and building long-term client relationships. Their commitment to accessibility, combined with a focus on personalized service, makes them a compelling choice for individuals seeking a trusted partner to navigate the complexities of their financial lives. We strongly encourage anyone looking for a proactive and knowledgeable financial advisor to explore their services further. Visit their website at wendellcharles.com to schedule a consultation and discuss your unique financial goals.

👍 Reviews of Wendell Charles Wealth Management

Amy U.

5/5

I have been a very happy client for many years, and have referred several clients due to that. Evan's knowledge, professionalism, and expertise is unmatched. Wendell Charles treats you like family, and I know my finances are always in the best of hands. WCF provides me with security, and peace of mind, and I couldn't be more grateful. With me, they have a client for life!

tom W.

5/5