King Wealth Planning, Inc.
King Wealth Planning, Inc.
2105 S. Bascom Avenue
Suite 148
Campbell, CA 95008
2105 S. Bascom Avenue
Suite 148
Campbell, CA 95008
Categories: Financial Advisors, Financial Planning Consultants, Pension And Retirement Plan Consultants, Retirement Planning Services
Retirement is a journey. Let us be your guide.
Is living comfortably in retirement important to you? If so, we can help you navigate through the retirement jungle to reach your goals.
Is living comfortably in retirement important to you? If so, we can help you navigate through the retirement jungle to reach your goals.
Customer Reviews for King Wealth Planning, Inc.
Anonymous on 3/5/2014 5:31:09 PM
Anonymous on 3/5/2014 5:31:09 PM
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Interview Q&A
How long have you been in business?
Over a quarter of a century.
What is your primary product or service?
Retirement planning
How do you differentiate yourself from other businesses in your category and area?
More than simply acting as financial advisors, we believe in forming personal partnerships with our clients. We consider them family with whom we’ve shared our personal and professional journeys over the years. As a result, many of them have been with us since we started our practice in 1988. And, we’re humbled by the fact that the majority of our business has come from existing client referrals. We’ve always chosen to remain at a modest size. This allows us to provide a much higher degree of personal service, flexibility, and close attention to detail seldom found in larger institutions. In fact, many of our client relationships have come out of their frustration over the lack of personal attention or advice provided by their previous advisors.
Provide detailed directions to your location
We are located in Campbell, Calif. about a quarter of a mile south of the Pruneyard Shopping Center at 2105 South Bascom Avenue. You will find King Wealth Planning in suite 148.
What are your hours of operation?
8:00 a.m. to 5:00 p.m. Monday-Friday
What is the best compliment anyone can give you?
A referral.
Over a quarter of a century.
What is your primary product or service?
Retirement planning
How do you differentiate yourself from other businesses in your category and area?
More than simply acting as financial advisors, we believe in forming personal partnerships with our clients. We consider them family with whom we’ve shared our personal and professional journeys over the years. As a result, many of them have been with us since we started our practice in 1988. And, we’re humbled by the fact that the majority of our business has come from existing client referrals. We’ve always chosen to remain at a modest size. This allows us to provide a much higher degree of personal service, flexibility, and close attention to detail seldom found in larger institutions. In fact, many of our client relationships have come out of their frustration over the lack of personal attention or advice provided by their previous advisors.
Provide detailed directions to your location
We are located in Campbell, Calif. about a quarter of a mile south of the Pruneyard Shopping Center at 2105 South Bascom Avenue. You will find King Wealth Planning in suite 148.
What are your hours of operation?
8:00 a.m. to 5:00 p.m. Monday-Friday
What is the best compliment anyone can give you?
A referral.
Contact King Wealth Planning, Inc.:
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