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Wealth Enhancement Group

(510) 235-1044
6333 Potrero Avenue, Suite 200, El Cerrito, California, 94530

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 4:00pm

About us

The El Cerrito, CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Tags financial advisor, financial planner, wealth manager, investment manager, financial advisor near me, financial planner near me, wealth manager near me, investment manager near me, financial planning, estate planning, tax preparation, retirement planning, wealth management
Services Retirement-related financial consulting, Net worth & cash flow analysis consulting, Debt management counseling, Retirement savings consulting, Real estate investment consulting, Divorce planning-related financial consulting, Insurance annuity investment advisement, Tax planning, Non-profit financial consulting, Corporate finance consulting, Philanthropic investing-related financial consulting, Stocks & bonds consulting, Credit-related financial consulting, Estate planning, College savings-related financial consulting, Insurance purchase consulting, Home purchasing consulting, General investment consulting, Business consulting, Wealth management, Financial planning, Financial coaching, Mutual & index fund consulting, Investment advising, Corporate trust-related financial consulting, Education savings consulting, Insurance-related financial advisement

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