Essence Wealth & Insurance Services LLC

Essence Wealth & Insurance Services LLC is a financial advisory firm in Santa Clara that helps clients save, grow, protect, and enjoy their money through comprehensive financial planning and insurance services. Their advisors work with individuals to manage investments, plan for the future, and address insurance needs, allowing clients to focus on what matters most. As a FINRA and SIPC member firm offering securities and advisory services through Cambridge Investment Research, they provide professional guidance backed by registered investment professionals.