Babylon Wealth Management
About the Business
Babylon Wealth Management is a finance institution located at 1501 North Broadway, Walnut Creek, California, United States. They specialize in helping busy professionals make smart financial decisions by providing boutique, personalized, objective, and fiduciary financial advice. With a focus on strategic planning, wealth preservation, and lower taxes, they offer diversified tax-efficient investment strategies aligned with individual goals and lifestyles. As a fee-only financial advisor, Babylon Wealth Management is committed to providing trustworthy and objective investment advice to help clients achieve their financial goals and personal milestones. They offer personalized financial planning services to individuals and families in the San Francisco Bay Area, specializing in tech professionals and employee stock options owners. Additionally, they assist in retirement planning, tax optimization, and wealth management strategies to empower clients to retire confidently. Whether you are a seasoned investor or just starting your financial journey, Babylon Wealth Management is dedicated to preserving and growing your wealth while minimizing tax liabilities. With a team of experienced advisors, they provide comprehensive wealth management and financial planning solutions tailored to meet the unique needs and aspirations of each client. By creating customized financial roadmaps and offering personalized fiduciary financial advice, Babylon Wealth Management helps clients make informed decisions to secure a financially stable future. Their goal is to empower clients to achieve their financial goals through disciplined and long-term financial planning strategies.
Photos
Location & Phone number
1501 N Broadway Suite 204, Walnut Creek, CA 94596, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Babylon wealth management was exactly what I was looking for in a financial advisor. Stoyan is excellent at what he does. He’s always available and has exceeded my expectations in every way. I highly recommend Babylon wealth management/Stoyan Panayotov if you need financial planning."
"It is a pleasure to recommend Babyon Wealth Management as a conscientious and capable full-service wealth management firm. They prepared a comprehensive financial plan for me in a very timely manner. Stoyan then took the time to explain all the relevant details. The great thing is that he has continued to stay in contact well after the completion of the plan. He frequently checks in on me without being a bother to ensure that I my circumstances have not changed and to see if I have questions. The business is sustained by relationships. He did such a good job for me that I asked him to perform a similar service for my sons who are in their twenties and just starting their financial journeys. He met with each of them and gave them solid advice. We all know that financial planning can be overwhelming, but Stoyan makes is easy and respects the needs of each client. I am grateful to have him on my financial team."
"Stoyan has been a tremendous financial advisor for my family. He’s intelligent, thoughtful, and passionate. I highly recommend spending time with him. Stoyan takes the worry out of managing your investments in today’s market."
"Stoyan has a deep understanding of today's market and a passion to help clients meet their financial goals."
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