Herrera May Wealth Management - Sacramento, California

Herrera May Wealth Management is a financial planning firm that can help you manage your wealth and plan for your financial future. They are conveniently located at Address: 100 Howe Ave Suite 120S, Sacramento, CA 95825. You can also give them a call at Phone: 62358749.

One of the key specialties of Herrera May Wealth Management is financial planning. Their team of experts can help you create a customized financial plan that takes into account your unique goals, risk tolerance, and time horizon. They can also assist with investment management, retirement planning, and estate planning.

Herrera May Wealth Management is committed to providing accessible services to all of their clients. Their location has a wheelchair accessible entrance and a wheelchair accessible parking lot, making it easy for everyone to visit their office.

According to Google My Business, Herrera May Wealth Management has received 6 reviews with an impressive average opinion: 5/5. This is a testament to the high-quality services and customer care that they provide.

If you are looking for a financial planning firm that can help you manage your wealth and plan for your financial future, Herrera May Wealth Management is an excellent choice. Their team of experts, accessible location, and strong reputation make them a top choice for financial planning services in Sacramento, CA.

Don't hesitate to contact Herrera May Wealth Management today to learn more about how they can help you achieve your financial goals. You can visit their website at Website: herreramay.com to schedule a consultation and take the first step towards a secure financial future.

Reviews of Herrera May Wealth Management

Daniel Mishell

5/5

I started consulting with Thomas and Brent in August 2024. I’d had financial planning assistance before, but I felt like I needed a fresh start after my wife and I separated in 2023. In our first meeting, they immediately impressed me with their knowledge and professionalism. I liked that after they asked questions, I could see they carefully listened to my answers, always taking notes and asking practical follow-up questions.
Not long after providing them with the details of my finances, they created a financial plan that was both comprehensive and written in a way that acknowledged my philosophy of personal finances as a means to an enjoyable lifestyle, not just a measure of professional success.
I know that finding someone to help with any kind of finances can be daunting, especially for people, like me, who weren’t well-educated in this area growing up. For anyone in a similar position looking to better understand their current finances as well as plan wisely for the future, I can recommend Thomas and Brent without reservation.

Anthony Pankey

5/5

Thomas is professional and offers accurate financial advice. I would highly recommend his services in order to help secure your financial future.

kingoffunny7

5/5

I needed a lot of help with building my retirement account so I could one day retire. Thomas was the most professional and informative advisor you could ask for. He is very patient and answers any questions you might have. I feel very confident that I am getting the best advice for my situation.
I highly recommend Thomas to help in any of your financial situation .
He is also very responsive when you call or email.

Rosa Mielenz

5/5

Thomas May is the best in the business. Anyone who is looking into someone to take care of their finances and grow their wealth need to give Thomas a call ASAP.

Dan Kendrick

5/5

We had our accounts at another broker, and we were unhappy with our returns. Every increase in account balances were met with a decline of near equal levels within the same month! As a result we were not gaining any long term returns. It took awhile to get everything moved over but out immediate results were better returns! We’re very happy with our decisions to change our brokerage to HERRERA MAY Wealth Management

William Mielenz

5/5

Thomas May is not only very professional but he is very good at what he does.
I would recommend his services to anyone.