Shad Roundy - Seascape Wealth - Tracy, California

Introduction to Shad Roundy - Seascape Wealth

Located at 2714 Redbridge Rd, Tracy, CA 95377, Shad Roundy - Seascape Wealth is a reputable financial services company that has been providing clients with tailored financial advice and investment solutions. With a phone number of 8083428307, and a website at seascapewealth.com, the company has built a solid online presence and continues to help clients secure their financial future.

Specialties and Services

Shad Roundy - Seascape Wealth specializes in offering a range of financial services, including financial advising, financial planning, investment services, and life insurance. The company's knowledgeable team of professionals is dedicated to understanding their clients' unique financial situations and goals to provide personalized recommendations and strategies.

Accessibility and Reviews

The office boasts a wheelchair accessible entrance and parking lot, making it convenient for all clients to access the services provided. With an impressive Google My Business rating of 5/5, based on 5 reviews, Shad Roundy - Seascape Wealth has earned a strong reputation for excellent customer service and results.

Testimonials highlight Shad's exceptional ability to explain complex financial concepts in a clear and understandable manner. One client noted that Shad helped them navigate their 401K and retirement options, while another praised his professionalism, knowledge, and patience. Additionally, Shad's expertise in diversification and investment strategies has earned him high regard within the industry.

Final Recommendation

If you are seeking a reliable and knowledgeable financial advisor, look no further than Shad Roundy - Seascape Wealth. The company's commitment to personalized service, combined with their strong track record of success, makes them a top choice for individuals and families looking to secure their financial future.

We highly recommend visiting their website at seascapewealth.com to learn more about their services and expertise. Don't hesitate to contact them via phone at 8083428307 to schedule a consultation and take the first step towards achieving your financial goals.

👍 Reviews of Shad Roundy - Seascape Wealth

Kenny

5/5

Shad was a great agent who helped my family and I with our 401K and retirement options. He was very knowledgeable and kind. I had no idea what our options were and how I should diversify but he explained everything very clearly to us. I definitely recommend using Shad. Thanks again Shad..

Donna B.

5/5

I am so grateful to have Shad Roundy as a trusted advisor that I can refer my clients to for financial advice. Shad is professional, knowledgeable and patient. Shad is a great resource to utilize to create your financial security.

Cindy P.

5/5

Shad is the very knowledgeable! I highly recommend him!

Brandon B.

5/5

Mr Roundy is top notch in his industry. He took care of my parents financial needs and always provided professional service over and beyond what I could ever expect. I would highly recommend working with him!!

Carla T.

5/5

Shad is extremely knowledgeable, really easy to talk to and understands your goals. I would highly recommend Shad for all your financial needs.