The Voleon Group - Berkeley, California

Okay, here's a detailed overview of The Voleon Group, formatted as requested and aiming for a formal, helpful tone:

The Voleon Group: A Professional Investment Service

For individuals and organizations seeking expert investment guidance, The Voleon Group presents itself as a dedicated service provider. Located in the vibrant city of Berkeley, California, this firm operates from its headquarters at 2484 Shattuck Ave., Berkeley, CA 94704, United States. Prospective clients can easily connect with them via telephone at Phone: 5107049870, or through their comprehensive online presence at Website: voleon.com. The Voleon Group’s core specialty lies in providing tailored investment strategies designed to meet specific client goals.

Company Overview & Location

The Voleon Group is a privately held firm focused almost exclusively on investment advisory services. They cater to a clientele that values a personalized approach and a commitment to understanding their unique financial landscape. Their Berkeley location places them within a hub of innovation and academic excellence, suggesting a potential alignment with clients who appreciate a forward-thinking perspective. Notably, the firm maintains a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and accessibility. It’s important to note that appointment scheduling is required for consultations, indicating a desire to dedicate focused attention to each client.

Key Features & Services

• Investment Advisory Services: The cornerstone of their operation.
• Personalized Strategies: They emphasize creating plans adjusted to individual needs and risk tolerance.
• Dedicated Support: A focus on building long-term client relationships through attentive service.

Client Feedback & Reputation (Based on Available Information)

The Voleon Group currently holds 25 reviews on Google My Business, offering a glimpse into the experiences of their clientele. While the average opinion is 3.1/5, this suggests that while some clients have positive experiences, there’s room for improvement. Anecdotally, feedback suggests a strong team environment and positive company culture, as highlighted by comments regarding “great work places” and “awesome people and vibes.” However, there appears to be a variance in client satisfaction, with some referencing a need for improved coffee offerings – a detail that, while seemingly minor, can contribute to the overall client experience.

Important Contact Information & Resources

Address: 2484 Shattuck Ave., Berkeley, CA 94704, United States
Phone: 5107049870
* Website: voleon.com

👍 Reviews of The Voleon Group

Yael A.

5/5

Great work place!

José A.

5/5

Awesome people and vibes!

Amit M.

5/5

Had better coffee elsewhere

Taehyun L.

5/5

rachana M.

1/5

Ritesh K.

5/5

John-Are F.

1/5

C J. (.

1/5