Retiring soon? It’s time to think about Medicare enrollment. Discover what you need to know about Medicare eligibility, enrollment periods, coverage, and more. https://ow.ly/kAJe50Tos8x
About us
With roots dating back to the 1960’s, Parsons Wealth Management has always been a family business proudly serving our community. The firm was originally founded by William “Bill” Parsons as a small tax practice in El Granada. In 1985, Bill’s youngest son, John M. Parsons, joined his father to form Parsons & Son. As the tax business continued to expand, John became aware of both his clients’ needs for comprehensive financial advice and his desire to provide it; this was the beginning of Parsons Financial Advisors. Parsons Financial Advisors began to flourish in 2004, when John obtained all his investment registrations and began offering extensive financial services including Financial Planning, Investment Management, Estate Planning, Protection Planning, and more. John’s son, John William Parsons, joined the family business in 2006. Parsons Financial Advisors has continued to grow and thrive behind John and John William’s vision, passion, commitment, and deep connections to the local community. As of 2019, the business has rebranded itself as Parsons Wealth Management. We are very proud and honored to be a progressive and professional family business, one that offers our clients truly holistic and comprehensive financial services. We love what we do and are committed to continuing to grow and evolve to give our clients the excellent service and confidence they deserve. CPA, CFP®, CA Insurance Lic. #0E64465 DRE #01466331 Securities offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Advisor, (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
- Website
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http://www.parsonswealthmgmt.com
External link for Parsons Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Half Moon Bay, CA
- Type
- Privately Held
Locations
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Primary
Get directions
721 Purissima St
Suite C
Half Moon Bay, CA 94019, US
Employees at Parsons Wealth Management
Updates
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Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. Download this resource for help. https://ow.ly/39tO50Tos62
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Did you know that if you miss your Medicare enrollment window you may have to wait longer to sign up and you could be charged penalty fees? Check out our handy flowchart to determine when you should sign up for Medicare. https://ow.ly/o4HP50Tos0l
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Stocks bounced back last week, with the S&P 500 up 4.1%. September and October are historically rocky months for investors. Could this year buck the trend? https://ow.ly/amen50TorXo
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Your health is arguably your most important asset in retirement. Download our free guide to help you manage your health care costs: https://ow.ly/SHvp50TksSw
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Whether you’re enrolling for the first time or renewing your coverage, getting the right Medicare plan can be tricky. We’ve got tips: https://ow.ly/9SO950TksMN
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Stocks had their worst week of the year last week, which means seasonal volatility could be upon us. What do investors need to know? Read the Weekly Market Commentary to find out. https://ow.ly/VlAH50TksLk
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Learn what to expect from markets before and after the election in our “Managing Your Wealth (and Sanity) in an Election Year” webinar on Sept. 12. Register now to reserve your spot: https://ow.ly/n5lv50TeSV3
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Is Social Security taxable? The short answer is yes, but yours doesn’t necessarily need to be. Learn more about tax planning strategies for your Social Security retirement benefits. https://ow.ly/vrPe50TeSWJ
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It’s worth noting that September is indeed the worst month of the year for the S&P 500 since 1950, over the past 20 years, and over the past 10 years. What might this mean for 2024? Find out in the Weekly Market Commentary https://ow.ly/ZpVF50TeSU8
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