Entruity Wealth - Bakersfield, California

Okay, here’s a detailed overview of Entruity Wealth, presented in a formal and helpful tone, suitable for someone considering their services:

Introduction to Entruity Wealth

Entruity Wealth is a respected financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located in Bakersfield, California, they pride themselves on building long-term relationships built on trust, transparency, and a genuine commitment to their clients’ financial well-being. The firm operates from a modern office at Address: 11601 Bolthouse Dr #120, Bakersfield, CA 93311, and can be reached by phone at Phone: 13688994. You can also explore their services and resources further on their website: Website: entruity.com.

Key Features and Services

Entruity Wealth distinguishes itself through a holistic approach to financial planning. They don’t just offer investment advice; they take a deep dive into a client's entire financial landscape. This includes:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Creating and managing diversified investment portfolios tailored to individual risk tolerance and goals.
• Estate Planning: Helping clients plan for the transfer of assets and the preservation of their legacy.
• Financial Education: Providing clients with the knowledge and tools they need to make informed financial decisions.
• Tax Planning: Working with clients to minimize their tax liabilities.

Accessibility and Client Experience

Entruity Wealth is committed to providing a welcoming and accessible environment for all clients. The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are highly recommended to ensure dedicated attention and personalized service. They also offer a standard restroom for client convenience.

Client Feedback & Reputation

Based on publicly available reviews, Entruity Wealth consistently receives exceptionally positive feedback. The Average opinion: 5/5 rating on Google My Business indicates a strong level of client satisfaction. It’s clear that the firm prioritizes professionalism and a genuine care for its clients. Comments frequently highlight the firm’s honesty, integrity, and the dedication of staff members like Brad and Andrew, who are described as truly invested in their clients’ success. The emphasis on building strong, trusting relationships appears to be a cornerstone of their approach.

Additional Information

Entruity Wealth currently has 1 review on Google My Business. It's noteworthy that clients appreciate the firm’s proactive communication and their ability to translate complex financial concepts into easily understandable terms. They are dedicated to guiding clients toward a secure and prosperous future.

Recommendation

For individuals or families seeking a trustworthy and experienced financial planner, Entruity Wealth presents a compelling option. Their commitment to accessibility, personalized service, and a holistic approach to financial planning, coupled with overwhelmingly positive client feedback, makes them a strong contender. We strongly recommend visiting their website at entruity.com to schedule a consultation and begin exploring how Entruity Wealth can help you achieve your financial goals.

👍 Reviews of Entruity Wealth

Mark E.

5/5

Thank you Entruity Wealth for getting us headed in the right direction financially. Honesty and integrity are key elements to any relationship but even more so in the financial planning world. Brad, Andrew and the whole staff are very professional and have a true care for those they work with.