Amodio Wealth Advisors - Westlake Village, California

Amodio Wealth Advisors is a financial planning firm located at Address: 2829 Townsgate Rd STE 100, Westlake Village, CA 91361. They can be reached at Phone: 84588946.

Specialties: The firm specializes in financial planning services, providing expert guidance and personalized attention to help clients achieve their financial goals.

Online appointments: Amodio Wealth Advisors offers the convenience of online appointments, making it easy for clients to schedule a consultation from the comfort of their own home.

Onsite services: The firm provides onsite services, offering clients the opportunity to meet in person and receive one-on-one attention from their financial planner.

Accessibility: Amodio Wealth Advisors is committed to accessibility, with a wheelchair accessible entrance, parking lot, restroom, and seating area. This ensures that all clients can comfortably access the firm's services.

Appointments recommended: While appointments are not strictly required, they are recommended to ensure that clients receive the personalized attention they deserve.

Opinions: The company has received 5 reviews on Google My Business, with an average opinion of 5/5.

Clients have praised the firm's expertise, responsiveness, and proactive approach to financial planning. One client noted that "Nicholas Amodio is a treasure. I trust him implicitly to handle my portfolio in an efficient and profitable manner. He is always available whenever I have any kind of question, and he always takes the initiative to look after my finances and look to the future to find the best growth, even if I don’t ask him to do so. I could recommend no one better than Nicholas to take care of your financial needs"

Recommendation

If you're looking for a financial planner who is dedicated to helping you achieve your financial goals, look no further than Amodio Wealth Advisors. With their expertise, personalized attention, and commitment to accessibility, they are the perfect choice for anyone seeking financial planning services. Contact them today through their website at amodiowealth.com to schedule an appointment and take the first step towards financial success.

👍 Reviews of Amodio Wealth Advisors

J. B. B.

5/5

Nicholas Amodio is a treasure. I trust him implicitly to handle my portfolio in an efficient and profitable manner. He is always available whenever I have any kind of question, and he always takes the initiative to look after my finances and look to the future to find the best growth, even if I don’t ask him to do so. I could recommend no one better than Nicholas to take care of your financial needs!

Alex R.

5/5

Nick Amodio is incredibly knowledgeable and stays updated on market trends and financial regulations, which has proven to be a significant advantage. I’ve seen my portfolio grow and my financial stress decrease since working with him. I highly recommend his services.

Roee K.

5/5

Nick and his team at Amodio Wealth Advisors are simply the best - professional, knowledgeable and dedicated. With Nick, I know that I have a trusted financial advisor who is always looking out for my best interests and always available to answer any questions I may have.

Joshua K.

5/5

Amodio Wealth Advisors continues to provide our family with peace of mind knowing that a professional, empathetic, and knowledgeable team supports our financial goals.

Brandon G.

5/5