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Invest Into Wine with Sure HoldingsFinancial advisor in Palm Desert, CA

Invest Into Wine with Sure Holdings is a financial advisor at 77711 Flora Rd #308, Palm Desert, CA 92211, ranked #7 of 49 financial advisors in Palm Desert and rated 5.0 from 9 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Palm Desert, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 522-0824Website ↗

Key facts

Key facts about Invest Into Wine with Sure Holdings
Address77711 Flora Rd #308, Palm Desert, CA 92211Get directions
Phone(949) 522-0824
Websitesureholdings.com
HoursMonday to Friday: 7:30 AM – 5 PM; Saturday: 10 AM – 12 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Palm Desert and 8 towns within 25 miles: Indio, Rancho Mirage, La Quinta, Cathedral City, Coachella, Palm Springs, Desert Hot Springs and Yucca Valley.

Based in Palm Desert, CAView on map

Opening hours

Opening hours for Invest Into Wine with Sure Holdings
DayHours
Monday7:30 AM – 5 PM
Tuesday7:30 AM – 5 PM
Wednesday7:30 AM – 5 PM
Thursday7:30 AM – 5 PM
Friday7:30 AM – 5 PM
Saturday10 AM – 12 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Invest Into Wine with Sure Holdings

How is Invest Into Wine with Sure Holdings ranked in Palm Desert?

Invest Into Wine with Sure Holdings is ranked #7 of 49 financial advisors in Palm Desert by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Invest Into Wine with Sure Holdings’ hours?

Invest Into Wine with Sure Holdings is open Monday to Saturday. Its listed hours are Monday to Friday, 7:30 AM – 5 PM; Saturday, 10 AM – 12 PM. On Saturdays it is open 10 AM to 12 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Invest Into Wine with Sure Holdings serve?

Serves Palm Desert and 8 towns within 25 miles: Indio, Rancho Mirage, La Quinta, Cathedral City, Coachella, Palm Springs, Desert Hot Springs and Yucca Valley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Invest Into Wine with Sure Holdings?

Invest Into Wine with Sure Holdings has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Invest Into Wine with Sure Holdings?

Call Invest Into Wine with Sure Holdings on (949) 522-0824. The business is at 77711 Flora Rd #308, Palm Desert, CA 92211. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Invest Into Wine with Sure Holdings compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Invest Into Wine with Sure Holdings (this business)—665.0 (9)YesNo
Cypress Wealth Services#5685.0 (18)NoNo3.7 mi
Cesar & Associates Health Plan Advisors#6675.0 (343)NoNo5.6 mi
CA Investments and Financial Planning of Raymond James#8665.0 (9)——5.7 mi

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