Paul & Co Wealth Management Inc

Website
4555 El Camino Real Ste I
Atascadero, CA 93422
https://ocmoneymanagers.com

Paul & Co Wealth Management Inc is a reputable financial firm based in Atascadero, CA, offering a wide range of services including 401(k) consulting, business strategic planning, college fund planning, dental and vision insurance, fee-based investment management, financial retirement planning, health insurance plans, insurance planning, risk assessment, and tax services. With a team of experienced professionals, including certified financial planners, they provide personalized solutions to help individuals and businesses achieve their financial goals.

Committed to their clients' best interests, Paul & Co Wealth Management Inc also emphasizes the importance of having a trusted contact. They understand the risks of financial exploitation, particularly among seniors, and encourage clients to designate a person they trust who can be contacted in case of suspected exploitation or cognitive decline. This trusted contact should be financially literate, ethical, and respectful of privacy, serving as an ally to protect clients from potential financial abuse.

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