Essence Wealth & Insurance Services in Santa Clara, CA is dedicated to helping individuals manage their finances with ease and confidence. Their mission is to save, grow, protect, and ensure clients enjoy their financial well-being, allowing them to focus on what truly matters in life.
As a registered representative with Cambridge Investment Research, Inc., Essence Wealth offers personalized financial planning services to clients in multiple states. With a focus on building a secure financial future, they strive to alleviate the stress and worries associated with money management.
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