Business Details
About
Financial PlannerFinancial ConsultantInsurance AgencyInvestment ServiceLife Insurance Agency
Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
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Frequently Asked Questions About WestPac Wealth Partners
What types of financial services does WestPac Wealth Partners offer?
WestPac Wealth Partners offers life insurance, disability income insurance, annuities, wealth management, investments, dental, vision, and 401(k) plans.
Where is WestPac Wealth Partners located?
WestPac Wealth Partners is located at 2603 Camino Ramon, Ste 475, San Ramon, CA 94583-9127, USA.
What are the business hours for WestPac Wealth Partners?
WestPac Wealth Partners is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact WestPac Wealth Partners?
You can contact WestPac Wealth Partners by phone at +1 925-380-9580 or by email at info@thewp2.com.
Does WestPac Wealth Partners have an online presence where I can learn more?
Yes, you can visit their website at https://www.westpacwealth.com/westpac-bay-area or their Facebook page at https://www.facebook.com/westpacwealthpartners/.
Is WestPac Wealth Partners part of a larger financial company?
Yes, it is a Guardian agency, part of a Fortune 250 global financial services company with a large network of employees and financial representatives nationwide.
Are there real estate agencies near WestPac Wealth Partners?
Yes, several real estate agencies are nearby, including Vanessa & Kiana Real Estate, Phillip Archer - EXP Realty, and Shannon Taylor, which could be helpful if you're looking for real estate services after consulting with WestPac Wealth Partners.
What nearby services complement the financial planning offered by WestPac Wealth Partners?
Nearby services include mortgage brokers like The Santos Lending Team and various real estate agents, which can assist clients looking to buy or invest in property.
Are there any landscaping or home improvement services near WestPac Wealth Partners?
Yes, Black Diamond Paver Stones & Landscape, Inc. offers landscaping and masonry services nearby, which might be useful if you are managing property investments.
How can the nearby real estate agents assist customers of WestPac Wealth Partners?
The nearby real estate agents can help clients find, buy, or sell properties, which complements financial planning services such as investment and wealth management provided by WestPac Wealth Partners.