Impact Financial Planners - Palm Springs, California
Address: 777 E Tahquitz Canyon Way Suite 200-181, Palm Springs, CA 92262, United States.
Phone: 7603165977.
Website: impactfinancialplanners.com
Specialties: Financial planner, Finance broker, Financial consultant, Investment company, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Impact Financial Planners
⏰ Open Hours of Impact Financial Planners
- Monday: 8 am–7 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Impact Financial Planners: A Comprehensive Overview
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For individuals and families seeking expert guidance in navigating the complexities of financial planning, Impact Financial Planners presents a compelling option. Located in the vibrant city of Palm Springs, California, this firm offers a suite of services designed to help clients achieve their long-term financial goals. They operate from their offices at 777 E Tahquitz Canyon Way Suite 200-181, Palm Springs, CA 92262, United States, and can be reached by phone at 7603165977. Their website, impactfinancialplanners.com, provides further details about their services and team.
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Specialties and Services
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Impact Financial Planners distinguishes itself through a comprehensive range of financial services. Their core competencies include:
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- Financial Planner: They provide tailored strategies encompassing retirement planning, estate planning, education funding, and tax optimization.
- Finance Broker: They connect clients with suitable financial products, acting as intermediaries to secure the best deals.
- Financial Consultant: They offer expert advice and guidance on a variety of financial matters, assisting clients in making informed decisions.
- Investment Company: While not primarily an investment company, they manage client investment portfolios, focusing on alignment with individual risk tolerances and objectives.
- Investment Service: They provide a spectrum of investment services, including portfolio management, asset allocation, and security selection.
- Stock Broker: They facilitate the buying and selling of stocks and other securities on behalf of their clients.
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Impact Financial Planners understands that every client's situation is unique. They prioritize a collaborative approach, taking the time to thoroughly understand each client's financial circumstances, goals, and risk appetite before developing a customized investment strategy.
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Accessibility and Amenities
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Impact Financial Planners is committed to ensuring accessibility for all clients. The office features:
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- Wheelchair-Accessible Car Park: Providing convenient parking for clients with mobility limitations.
- Wheelchair-Accessible Entrance: Ensuring seamless access to the building.
- Wheelchair-Accessible Toilet: Offering convenient facilities for clients with specific needs.
- Toilet Facilities: Standard restroom facilities are available.
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Appointments are recommended to allow for a dedicated and focused consultation. This ensures that clients receive the personalized attention they deserve.
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Client Feedback and Reputation
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Currently, Impact Financial Planners has 0 reviews on Google My Business, indicating a recent establishment or a limited public presence. Consequently, the average opinion: 0/5, reflecting the lack of available feedback. However, this does not necessarily diminish the quality of their services, as they are relatively new to the market. As they continue to serve clients, we anticipate that their reputation will grow and positive reviews will accumulate.
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Contact Information and Website
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To schedule an appointment or learn more about Impact Financial Planners, please use the following information:
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- Address: 777 E Tahquitz Canyon Way Suite 200-181, Palm Springs, CA 92262, United States
- Phone: 7603165977
- Website: impactfinancialplanners.com
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Impact Financial Planners aims to be a trusted partner in helping clients achieve their financial aspirations. Their dedication to personalized service, combined with their expertise in various financial areas, positions them as a valuable resource for those seeking sound financial guidance. They focus on building long-term relationships with their clients, providing ongoing support and adjustments to their strategies as needed. Understanding the importance of a secure and well-managed portfolio, they meticulously assess risk and tailor investment plans to suit individual circumstances. The firmâs commitment to accessibility underscores their belief that financial services should be readily available to everyone. While currently lacking reviews, this is an opportunity for clients to share their experiences and contribute to the firm's growing reputation. Potential clients are encouraged to contact Impact Financial Planners directly to discuss their specific needs and explore how their services can benefit them.
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"summary": "Impact Financial Planners is a new financial planning firm in Palm Springs offering a range of services including financial planning, investment advice, and brokerage, prioritizing personalized client relationships and accessibility.",
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