Financial Advisors
Santa Clara, CA
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.
Ideal for: Working professionals, individuals seeking comprehensive financial planning, clients wanting integrated investment and insurance services
Service area: Santa Clara, CA and surrounding Bay Area communities
FINRA and SIPC Member: Registered with FINRA and SIPC, ensuring compliance and investor protection through a regulated broker-dealer and registered investment advisor framework.
Integrated Approach: Combines financial planning, investment management, and insurance services under one firm to address all aspects of wealth management and protection.
Address: 4677 Old Ironsides Dr # 350, Santa Clara, CA 95054
Phone: (650) 996-0924
Website: essencewealth.com
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