Wealth Enhancement Group

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340 E Clark Ave
Santa Maria, CA 93455
+1 (805) 937-4556
https://www.wealthenhancement.com
The Orcutt 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.

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Reviews

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1.53 reviews
Michael Y.
2/15/2025

Last year I asked to have about 10% to 20% of my portfolio invested directly in stocks. I was put into some that did extremely well but I just don't get the impression they are worried about my...

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Michelle L.
2/8/2025

I I was also dropped from my 25 year relationship when wealth enhancement group took over and left scrambling for taxe support . Yesterday I found out that my taxes have actually not been filed...

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Danielle R.
1/19/2024

After using this company for the past 10 years, with a 401k and 2 529 accounts, I was told this year that they will no longer be doing my taxes next year. I am now going to have to find a new...

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