Cognizant Wealth Advisors - Palo Alto, California

When seeking expert financial guidance in the Palo Alto area, Cognizant Wealth Advisors stands out as a notable choice. Situated at 228 Hamilton Ave Third Floor, Palo Alto, CA 94301, United States, this establishment offers a blend of personalized service and professional expertise tailored to meet the unique financial needs of its clients.

To reach out, you can call them directly at 650-209-4062. Their website, cognizantwealth.com, provides a comprehensive look into their services and the advice they offer.

Specialties: Cognizant Wealth Advisors specializes in two key areas: Financial Planner and Financial Consultant. These services are designed to help individuals and businesses navigate the complexities of financial planning, investment strategies, and wealth management. Their expertise ensures that clients receive customized advice suited to their specific financial goals and circumstances.

For those with mobility concerns, the office is wheelchair-accessible, featuring a car park, entrance, and toilet that accommodate wheelchairs. This inclusivity ensures that everyone has equal access to their services.

Important considerations for potential clients include the recommendation to appointments, which suggests a personalized approach to client interactions. However, it's also noted that the company currently has no reviews on Google My Business, with an average opinion of 0/5. This lack of feedback might reflect either a small client base or the company's newer presence in the market. Nonetheless, interested parties can look forward to a dedicated service focusing on financial planning and consulting.

For those looking to take the first step towards better financial health, contacting Cognizant Wealth Advisors through their website is highly recommended. The company's commitment to accessibility and personalized financial advice makes them a viable option for anyone in the Palo Alto area seeking professional financial guidance.