Sorensen Wealth Management specializes in designing customized solutions to achieve all your financial goals.
Sorensen Wealth Management specializes in designing customized solutions to achieve all your financial goals. As a family-oriented wealth management firm, we not only focus on investment planning, we also work with you to address your personal aspirations, clarify your future, establish your priorities, and reach your family milestones. Our philosophy is grounded in realizing the true purpose of wealth. We believe it's more than just money - it is about what it allows you to accomplish.
Current Hours
- Sun CLOSED
- Mon 8:30 AM - 5:30 PM
- Tue 8:30 AM - 5:30 PM
- Wed 8:30 AM - 5:30 PM
- Thu 8:30 AM - 5:30 PM
- Fri 8:30 AM - 5:30 PM
- Sat CLOSED
-
Fri 8:30 AM - 5:30 PMOPEN NOW
- Location TypeNA
- Opening Date1986
- Annual Revenue Estimateunknown
- SIC Code show
- Employees10 to 19
- Contactsshow
- Owner Jeff Sorensen
- Phone (805)379-9870
- Email [email protected]
- Fax (805)379-9026
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