Store Directory > Installment Loans Near Me > California > Palm Desert > CB Wealth Management Group
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Financial planner

CB Wealth Management Group Monterey Ave, Palm Desert

4.2
(2)
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Phone:

+1 760-773-2133

Website:

http://www.cbwealthmanagement.com/

Address:

44672 Monterey Ave, Palm Desert, CA 92260, United States

Check map
Services:

Education savings consulting, Estate planning, Investment advising, Retirement savings consulting, Wealth management, Alternative Investment, Auto Insurance, College Savings Plans, Disability Income Insurance,

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    CB Wealth Management Group Reviews

    4.2
    2 Reviews

    • K

      Kylie Kinnaman
      1

      The president of this company has emailed me three times in the past two years with sensitive client data. I am not her client, and apparently she is too careless to double check recipient email addresses (three times!). When I brought this to her attention, she was flippant every time. Prospective clients should be aware of her complete lack of detail.

    • M

      Michael Elliot
      5

      What a wonderful experience. We will meet again.

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    FAQs

    • 1. What Can I Do to Reach CB Wealth Management Group?

      They Can Be Contacted through the phone number +1 760-773-2133. You may also check out their website and fill in the application form.

    • 3. What Services Can I Get From CB Wealth Management Group?

      CB Wealth Management Group is known to provide services including: '
      • Education savings consulting
      • Estate planning
      • Investment advising
      • Retirement savings consulting
      • Wealth management
      ' If you have a consistent income, you may also get a payday loan.

    • 5. Is CB Wealth Management Group an Agency or a Lender?

      CB Wealth Management Group is a Financial planner that has various financial services to offer including online personal loans.

    • 2. What Is the Location of CB Wealth Management Group? How Can I Go There?

      The address of CB Wealth Management Group is 44672 Monterey Ave, Palm Desert, CA 92260, United States. Use an online map to find the fastest route.

    • 4. How Can I Get A Loan at CB Wealth Management Group?

      You can fill in the application form on their website to apply for a loan. If you feel like learning about more financial options, take a look at US Installment Loans and see what it has to offer.

    • 6. What Am I Supposed to Do if I Cannot Pay Back My Loan?

      Contact the lender and work out favorable terms for both parties as soon as possible. You should know, however, if it"s an auto title loan, your vehicle will be took by the lender when you default. Check out our platform for more information on title loans.

    • 7. Can I Take Out a Loan From CB Wealth Management Group With A Poor Credit Rating?

      Yes, you can. But pore over the offers as there can be unfavorable terms when it comes to bad credit loans.