Business ProfileforPacific Excel Wealth Advisors
At-a-glance
Related Categories
Overview
Pacific Excel Wealth Advisors is a Walnut Creek-based wealth management firm, founded in 2011. We work closely with individuals, families and business owners to help manage, preserve and transition their wealth. Through our consultative process, we provide advice and discipline for a limited number of clients in order to provide exceptional service. We only enter into a new relationship after we determine our services will add substantial value assisting our clients reach their goals and achieve all that is important to them.
In this complex financial world, Our Mission is to simplify our clients and guide them through all the decisions that come their way on this journey we call retirement. Our Vision is to create meaningful long-term relationships which we build not only be lifelong, but multi-generational as well.
Products & Services
Business Details
- Location of This Business
- 925 Ygnacio Valley Rd Ste 200 Ste. 200, Walnut Creek, CA 94596-3837
- BBB File Opened:
- 3/28/2012
- Years in Business:
- 12
- Business Started:
- 11/1/2011
- Business Started Locally:
- 1/14/2012
- Business Incorporated:
- 1/18/2012
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 0F91699 for this business, issued by California Department of Insurance/CDI
These agencies may include:
California Department of Insurance/CDI
300 Capitol Mall, Suite 1700
Sacramento CA 95814
- Type of Entity:
- Corporation
- Number of Employees:
- 3
- Alternate Business Name
- Pacific Excel Insurance Services
- Hours of Operation
Primary
- M:
- 9:00 AM - 5:00 PM
- T:
- 9:00 AM - 5:00 PM
- W:
- 9:00 AM - 5:00 PM
- Th:
- 9:00 AM - 5:00 PM
- F:
- 9:00 AM - 2:30 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Mr. Nathan Sadowski, Company Contact
- Contact Information
Principal
- Mr. Nathan Sadowski, Company Contact
Customer Contact
- Mr. Nathan Sadowski, Company Contact
- Additional Contact Information
Fax Numbers
- (925) 705-7849Other Fax
Email Addresses
- Technical Support
- Customer Service
Website Addresses
- (925) 705-7849
Customer Complaints
0 Customer Complaints
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