Attain Wealth Protection, Inc.
1212 Broadway Plaza, Walnut Creek, CA 94596
Hours open
Monday:
9:00 AM - 7:00 PM
Tuesday:
9:00 AM - 7:00 PM
Wednesday:
9:00 AM - 7:00 PM
Thursday:
9:00 AM - 7:00 PM
Friday:
9:00 AM - 7:00 PM
Saturday:
10:00 AM - 7:00 PM
Sunday:
Closed
Photos
Location & Phone number
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596, United States
About the Business
Attain Wealth Protection, Inc. is a reputable finance and insurance agency located at 1212 Broadway Plaza in Walnut Creek, California, United States. Our experienced team is dedicated to helping individuals and businesses secure their financial future through customized insurance solutions and wealth management strategies. With a focus on protecting our clients' assets and investments, we strive to provide peace of mind and financial security for all our customers. Contact us today to learn more about how we can help you attain and protect your wealth.
Reviews
"Julia is very detailed and takes the time to explain the information and I appreciate all of her knowledge and expertise with planning mine and my families future and protection. I highly recommend Julia to review your finances and take the next steps."
"She completely into details and helping her clients understand what type of investment they are getting into. She has been handling all my affairs to my complete satisfaction. If she doesn’t know the answers to your questions, she will get the answers. she makes financial transactions look easy."
"With retirement right around the corner, looking to protect and improve returns on our investments, trying to find quality, cost effective supplemental medical care and dental & vision coverage, looking for a better life insurance policy and finally setting up a trust has been quite time consuming, confusing and stressful. Meeting and working with Julia has been a blessing. She has been able to assist us in every area mentioned above, spelling things out to us clearly and succinctly in a friendly yet very professional manner. Her years of knowledge and experience, her hands on style and her genuine concern for us, and for all of her clients, has definitely put my wife and I at ease and we are feeling much more comfortable knowing that as we get closer to retirement we are being looked after so thoroughly. We are so pleased with the results we’ve already seen since we connected with Julia that we have recommended her services to friends who are getting ready to retire, to friends already retired but not satisfied with their current financial planners and to younger friends that are planning for the future."
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