VOSBERG WEALTH MANAGEMENT
About the Business
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Vosberg Wealth Management is a finance institution located at 224 West Foothill Boulevard in Glendora, California, United States. Whether you are preparing for retirement or already retired, we offer personalized assessments of your financial situation to help you reach your retirement goals without running out of money. As fiduciaries, we provide advice in the best interest of each client on an independent, client-by-client basis, specializing in retirement planning. Our services include tax planning, maximizing retirement income, navigating Social Security decisions, and choosing Medicare plans. We also offer educational events to empower individuals facing financial concerns in retirement. With over 10,000 baby boomers retiring daily, understanding Social Security benefits is crucial, and we offer resources to help you maximize your benefits. Contact us to schedule a meeting or attend a seminar to begin your retirement journey with Vosberg Wealth Management.
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Location & Phone number
224 W Foothill Blvd, Glendora, CA 91741, United States
Hours open
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
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My wife and I have known Brian for 15 years. Under his financial expertise our portfolio has done way better than expected. We feel so fortunate to have him not only for financial advice but questions regarding real estate investments as well. Joe and Rosemary Priebe"
"Vosberg Wealth Management workshop was extremely enlightening and helpful to my husband and I. And the free follow up meeting we had with Brian also brought us information about our situation that was helpful to us personally. The entire team was professional, responsive, and caring. Truly a great team of caring individuals."
"When my wife and I started looking for a CFP over 12 years ago our top priorities were trust and knowledge. We found both with Brian and Vosberg Wealth Management (formerly Vossberg & Associates). Brian has helped us significantly increase our wealth over the years. As a result, my wife and I are able to retire much earlier now. We have referred several family members and friends and they have all been ecstatic with VWM's services. I highly recommend you give them a call, they great people and very knowledgeable."
"My husband Brian Christ and I have been clients of Brian Vosberg for at least 5 or 6 years. His knowledge of wealth management and education in the financial industry is amazing. We are very comfortable with letting him handle our portfolio and making investment choices for us. He has quite a professional office staff and it easy to call or make appointments. You will be making a smart decision to have as your financial advisor."
"Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing. His long term view matches ours. The communication is prompt and easy because if the staff there. I have only been to the new office once but it looks amazing and we look forward to visiting again when we can."
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