Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor - Murrieta, California

Abundant Wealth Management, Inc., located at 25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, United States, is a financial planning firm that aims to help its clients achieve their financial goals. Led by ALLEN MONTEMAGNO Jr., an advisor affiliated with LPL Financial, this company offers expert financial advice and personalized planning services to its clients.

One of the key features of Abundant Wealth Management, Inc. is its commitment to accessibility. The office is equipped with a wheelchair-accessible car park, entrance, and toilet, making it easy for clients with mobility issues to visit. Additionally, the company recommends making an appointment before visiting, to ensure that advisors are available to meet with clients and provide the best possible service.

Abundant Wealth Management, Inc. specializes in financial planning, offering a range of services to help clients manage their money and achieve their financial goals. Whether you're looking to save for retirement, invest in the stock market, or manage your estate, the advisors at Abundant Wealth Management, Inc. can provide the expert guidance you need.

With 105 reviews on Google My Business and an average rating of 5/5, Abundant Wealth Management, Inc. has a strong reputation for providing excellent service to its clients. Many reviewers have praised the company for its knowledgeable advisors, personalized approach, and commitment to helping clients achieve their financial goals.

If you're looking for a financial planning firm that can help you manage your money and achieve your financial goals, Abundant Wealth Management, Inc. is an excellent choice. With its convenient location at 25096 Jefferson Ave Suite C-1 in Murrieta, CA, expert advisors, and commitment to accessibility, this company is well-equipped to provide the guidance and support you need.

To learn more about Abundant Wealth Management, Inc. and its services, we recommend visiting the company's website at abundantwm.com. There, you can find more information about the company's specialties, advisors, and approach to financial planning, and get in touch with the team to schedule an appointment. Whether you're just starting to think about your financial future or you're looking for expert guidance to help you manage your money, Abundant Wealth Management, Inc. is here to help.

Reviews of Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor

Precision Lawnscape

5/5

I had the pleasure talking with Allen he is very knowledgeable in the financial planning and investment needs. He demonstrated exceptional knowledge in the field of finance, providing insights that are both practical and thorough. I will definitely recommend him he will sit down and breakdown and recommend what is best for your financial position.

Jasmine Saleh

5/5

Allen is one of the most well rounded individuals I have met, he is extremely knowledgeable professional and personable, he has incredible strategies on how to help you accomplish your short term and long term financial goals. In this current state of the economy you want to trust the right people to handle your finances properly & I highly recommend Allen to assist with this!

april hanna

5/5

Mr.Allen helped me with my trust fund and moving my amount into something more beneficial and fitting for my lifestyle and my children's future. He's Very knowledgeable very professional and a firm believer in following up and double checking details. Which saved me tremendously on trying to navigate these forms alone. No Need to ever go at this financial stuff alone...Mr.Allen is here.... i would 100% use and refer him again and again.
Cheers to You Mr.Allen. I'll be speaking with you again in January. ?
Thank you for you advise and Guidance.

Amanda Benz

5/5

Allen has been an incredible resource as I sought information about my future and finances. Extremely responsive, knowledgeable and helpful, Allen is exactly what you want in a financial advisor. I felt comfortable asking him questions, but not pressured to make any decisions that did not serve my financial future and my best interests. Allen is genuinely interested in seeing his clients thrive financially and educating them about all of their options. Within just a day of contacting his office, I had a Zoom Appt scheduled to discuss my goals and finances. I would highly recommend hiring Allen as your financial planner/advisor.

Erikka Watts

5/5

Allen is a great faith-driven guy with plenty of knowledge and experience. I highly recommend having a conversation with him about your financial goals.

Bruce Flowers

5/5

Allen is very thorough in his approach to wealth management and research. He takes the time to get to know you, listen to your needs and goals, and understand your risk tolerance level. Whether you like little/no involvement or considerable involvement in investment decision-making, or somewhere in between, I would recommend Allen for your financial advisor.

Corey Power

5/5

Allen met immediately after knowing of my interest. We sat down and talked about what my goals were and prioritized them. I was impressed by the way he had a plan of action for all the goals I brought to him. It was comforting knowing he had multiple options to point me in the right direction. Thank you Allen for your sharing your expertise

Jeff Van Wick

5/5

I have known Allen since 2004. When he started managing money in 2014, I immediately switched all my account to him and have trusted him ever since. I have been extremely satisfied with Allen's knowledge, diligence, and attentiveness. Allen has been able to navigate the ups & downs of the market and my accounts have earned higher than the market average the entire time. Allen is responsive and pays attention to all of his clients. I highly recommend Allen to anyone looking for someone to manage their money. Whether you have a little or a lot, Allen will make your money work for you.