Essence Wealth & Insurance Services LLCFinancial advisor in Santa Clara, CA
Essence Wealth & Insurance Services LLC is a financial advisor at 4677 Old Ironsides Dr #350, Santa Clara, CA 95054, ranked #36 of 281 financial advisors in Santa Clara and rated 5.0 from 4 Google reviews. Open Monday to Friday.
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.
Santa Clara, CAUpdated 0 paid placements in any rankingHow we rank
Key facts
| Address | 4677 Old Ironsides Dr #350, Santa Clara, CA 95054Get directions |
|---|---|
| Phone | (650) 996-0924 |
| Website | essencewealth.com |
| Hours | Monday to Friday: 9 AM – 5 PM |
| Google rating | 5.0 from 4 Google reviews |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Financial PlannersGoogle main category
Service area
Serves Santa Clara and 11 towns within 25 miles: Sunnyvale, Milpitas, Mountain View, Cupertino, San Jose, Los Altos, Campbell, Alum Rock, Palo Alto, Saratoga and Newark.
Opening hours
| Day | Hours |
|---|---|
| Monday | 9 AM – 5 PM |
| Tuesday | 9 AM – 5 PM |
| Wednesday | 9 AM – 5 PM |
| Thursday | 9 AM – 5 PM |
| Friday | 9 AM – 5 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
Questions about Essence Wealth & Insurance Services LLC
How is Essence Wealth & Insurance Services LLC ranked in Santa Clara?
What are Essence Wealth & Insurance Services LLC’s hours?
What areas does Essence Wealth & Insurance Services LLC serve?
What do Google reviews say about Essence Wealth & Insurance Services LLC?
How do I contact Essence Wealth & Insurance Services LLC?
Own Essence Wealth & Insurance Services LLC? Claim this profile.
Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.
Compare nearby financial advisors
| Business | Rank | RFA Score | Google rating | Saturday | Sunday | Distance away |
|---|---|---|---|---|---|---|
| Essence Wealth & Insurance Services LLC (this business) | — | 63 | 5.0 (4) | No | No | |
| Patelco Credit Union Sunnyvale | #34 | 63 | 4.0 (22) | No | No | 3.8 mi |
| BMO Bank N.A Branches | #35 | 63 | 3.4 (32) | Yes | No | 3.4 mi |
| MCC Financial | #37 | 63 | 4.1 (9) | Yes | No | 5.0 mi |