Essence Wealth & Insurance Services
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4677 Old Ironsides Dr # 350
Santa Clara, CA 95054 - 650-996-0924
Hours
Chamber Rating
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Mika Stratton
Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective. Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.
Sep 28th, 2021 -
mark rabago
If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!
Feb 12th, 2021 -
Zach Moore
My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on. We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.
Feb 8th, 2020 -
Bruce Orisek, MD
If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has alresdy saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5 star rating and more.
Apr 18th, 2018
Contact Info
- 650-996-0924
Questions & Answers
Q What is the phone number for Essence Wealth & Insurance Services?
A The phone number for Essence Wealth & Insurance Services is: 650-996-0924.
Q Where is Essence Wealth & Insurance Services located?
A Essence Wealth & Insurance Services is located at 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054
Q What is the internet address for Essence Wealth & Insurance Services?
A The website (URL) for Essence Wealth & Insurance Services is: http://www.essencewealth.com/
Q What days are Essence Wealth & Insurance Services open?
A Essence Wealth & Insurance Services is open:
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Q How is Essence Wealth & Insurance Services rated?
A Essence Wealth & Insurance Services has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
Essence Wealth & Insurance Services
Overall Rating
Overall Rating
( 4 Reviews )Mika Stratton on Google
Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective.
Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.
mark rabago on Google
If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!
Zach Moore on Google
My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on.
We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.
Bruce Orisek, MD on Google
If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has alresdy saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5 star rating and more.
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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