Parsons Wealth Management

Exploring diverse insurance options for life, health, auto, home, farm, and business, supported by dedicated agents.

General Information
Company Name
Parsons Wealth Management
Founded Year
1960
Location (Offices)
Half Moon Bay, United States +1
Founders / Decision Makers
Number of Employees
4
Industries
Financial Services, Insurance, Wealth Management +3
Funding Stage
-
Social Media

Parsons Wealth Management - Company Profile

Parsons Wealth Management is a family business with a legacy dating back to the 1960s, originally founded by William “Bill” Parsons as a small tax practice in El Granada. Over the years, the business evolved, and in 2019, it rebranded itself as Parsons Wealth Management. The firm offers a wide range of insurance options including life, health, auto, home, farm, and business, supported by dedicated agents. Parsons Wealth Management has expanded to offer extensive financial services such as Financial Planning, Investment Management, Estate Planning, and Protection Planning. The company takes pride in its commitment to providing holistic and comprehensive financial services, supported by its deep connections to the local community. With its SEC Registered Investment Advisor status and memberships in FINRA/SIPC, Parsons Wealth Management is dedicated to providing excellent service and confidence to its clients. As of now, there are no publicly disclosed details about the last investment made or the involved investors. The company is headquartered in the United States and operates in the Financial Services and Insurance industries, specifically focusing on Wealth Management, Health insurance, Life insurance, and Car insurance.

Taxonomy: Life insurance, Health insurance, Auto insurance, Home insurance, Farm insurance, Business insurance, Insurance agency, Dedicated agents, Multiple providers, Coverage options, Specialized agents, Insurance shopping, Client support, Risk management

Funding Rounds & Investors of Parsons Wealth Management (0)

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There is no investment information

Latest News of Parsons Wealth Management

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No recent news or press coverage available for Parsons Wealth Management.

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