Embrace Wealth Management - Chico, California

Address: Stoble Workplace, 418 Broadway St, Chico, CA 95928.
Phone: 5303494738.
Website: embracewealthmgmt.com
Specialties: Financial planner, Financial consultant, Investment company, Investment service.
Other points of interest: Identifies as Asian-owned, Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Assistive hearing loop, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended, Free parking garage, Free parking lot, Free street parking, On-site parking, Paid parking garage, Paid parking lot, Paid street parking.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Embrace Wealth Management

☎️5303494738

⏰ Open Hours of Embrace Wealth Management

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

Embrace Wealth Management: Un servicio de planeamiento financiero de confianza

Address: Stoble Workplace, 418 Broadway St, Chico, CA 95928.

Phone: 5303494738.

Website: embracewealthmgmt.com.

Características y especialidades

Embrace Wealth Management es una empresa de planeamiento financiero especializada en proporcionar asesoramiento personalizado y orientación a individuos y familias en su viaje hacia la seguridad financiera. Sus especialidades incluyen:

Financial planner
Financial consultant
Investment company
Investment service

Ubicación y servicios

La sede de Embrace Wealth Management se encuentra en Chico, CA, y ofrece servicios tanto en línea como en persona. Los servicios incluyen:

Apoyo para la planificación financiera
Asesoramiento de inversión
Gestión de cartera
Seguridad financiera
Planificación para la jubilación

Características destacadas

Identificada como empresa asiana y mujer propiedad
Ofrece citas en línea y servicios en sitio
Asistencia lingüística disponible
Acceso a la entrada y estacionamiento para personas con discapacidad
Restaurante transgénero seguro

Opiniones

Con una media de 5/5 estrellas en Google My Business, Embrace Wealth Management ha demostrado ser una empresa de confianza y profesional. Los clientes elogian a Kim Huber, la líder de la empresa, por su carisma, su capacidad para escuchar y su capacidad para brindar orientación personalizada. Los clientes destacan la atención personalizada que recibe y la capacidad de la empresa para adaptarse a las necesidades individuales de cada cliente.

Recomendación final

Si estás buscando un servicio de planeamiento financiero confiable y personalizado, Embrace Wealth Management es una excelente opción. Con su ubicación en Chico, CA, y su enfoque en la atención personalizada, la empresa ofrece una solución integral para tus necesidades financieras. Visita su sitio web para tomar contacto y programar una cita con Kim Huber y descubre cómo pueden ayudarte a alcanzar tus objetivos financieros.

👍 Reviews of Embrace Wealth Management

Embrace Wealth Management - Chico, California

Delynn T.

5/5

Kim Huber is a true professional, caring and thorough Certified Financial Planner. She has provided guidance and personalized advice to us during our working years and she is by our side as we transition into our retirement phase. She keeps us focused on our goals and is an amazing listener, communicator and dear friend.

Andrea V. O.

5/5

We both felt so much help from Kim Huber. She helped us with personal health issues & especially with a financial issues from the past. Beside helping us with our investment she is such a help personally. Excellent financial planner and looking out for our best. Thank you so much for being there for us & guiding our financial steps. Andrea & David Van Order

Samantha G.

5/5

I can’t recommend Embrace Wealth Management highly enough. Their team was incredibly supportive and encouraging throughout my journey, especially as I navigated new financial territory after a recent divorce. I initially felt embarrassed about learning these things for the first time, but their compassionate approach made me feel so encouraged. Their expertise and understanding of financial nuances is outstanding!

Overall the level of care and detail in the financial plan they put together for me blew me away. I’m stepping into this new stage of life feeling more financially confident and capable than I ever have. Kim and her team are absolutely the best!

Emily L.

5/5

Kim is an incredibly kind and approachable person, overflowing with knowledge and information. Her humility and intelligence are truly remarkable—I can hardly believe such a remarkable individual lives in Chico! Kim offers invaluable encouragement and provides sound advice along with excellent resources.

I 100% recommend using her services. She is genuine and truly cares about her clients, and prospective students interested in this career path. She's kickass!

I 100% recommend her.

Kelly B.

5/5

Kim has been helping us plan for retirement. She is in tune with our wants and our needs. She gets our family dynamics… Kim is thorough and detailed. We are honored to have her on our TEAM!

Erin P.

5/5

Kim is amazing!
Incredible at listening to my needs.
I am so glad that she chose this profession because I believe she’ll help a lot of people such as myself.

Mike M.

5/5

The update meeting are always informative and confirms our mission. Helps us to keep on track. Very helpful with income and tax tips.

Rowan L.

5/5

Had a nice phone call with Kim today. She didn't try to get me to schedule a meeting with her or to invest in anything. In fact, we barely talked about money at all. She directed me to resources that would fit my lifestyle & situation the best, and then we talked about normal things that normal people talk about. It shows that she truly cares about helping people thrive and improve, and is not just 'in it for the money'. If i was in the position to utilize her services, I would.