Contact Us

Ready to take control of your financial future? We're here to help you every step of the way.

Send us an email

Have a question or want to learn more about our services? Send us a message and we'll get back to you within 24 hours.

Schedule an Appointment

Ready for a personalized consultation? Book a meeting with our financial advisor to discuss your specific needs and goals.

Virtual Consultation

Meet with us from the comfort of your home via video call.

  • 30 or 60-minute sessions
  • Screen sharing capabilities
  • Secure and confidential
Book Virtual Meeting

In-Person Meeting

Visit our office for a face-to-face consultation.

  • Comprehensive financial review
  • Document review and signing
  • Personalized attention
Book Office Visit

Wenjuan Bu

Certified Financial Planner

Office Hours
Mon-Fri: 9:00 AM - 6:00 PM
Sat: 10:00 AM - 2:00 PM

Quick Contact

Need immediate assistance? Call us directly or send a quick message.

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Why Choose WB Financial?

Certified Expertise

Our team holds professional certifications and stays current with industry best practices.

Personalized Service

We take time to understand your unique situation and create customized solutions.

Fiduciary Standard

We are legally bound to act in your best interest at all times.

Proven Results

Our clients achieve their financial goals through our strategic planning and guidance.