LA Wealth Management - Costa Mesa, California

LA Wealth Management: A Comprehensive Financial Planning Firm for You

When it comes to financial planning, it's crucial to find a firm that understands your unique needs and goals. LA Wealth Management, located at Address: 3200 Park Center Dr fl 14, Costa Mesa, CA 92626, is a women-owned firm that specializes in financial planning, providing personalized services that cater to each client's individual situation. With a convenient wheelchair-accessible entrance, parking lot, and restroom, LA Wealth Management ensures that all clients have equal access to their services.

With a phone number: 09840082 and website lawealthmanagement.com, LA Wealth Management is easily reachable and accessible for anyone looking for financial planning services. Their specialty lies in being a financial planner, offering a wide range of financial planning services that cater to each client's unique needs.

One of the standout features of LA Wealth Management is their commitment to accessibility. They understand that not everyone has the same level of mobility, which is why they have taken steps to ensure that their office is wheelchair accessible. In addition, they have a restroom on-site, making it easy for clients to take care of their needs while visiting the office. Appointments are recommended, so be sure to schedule a meeting with one of their financial planners to discuss your financial goals and needs.

LA Wealth Management has received high praise from clients, with an impressive average opinion: 5/5 based on 4 reviews on Google My Business. This rating highlights the firm's commitment to providing exceptional financial planning services that meet and exceed clients' expectations.

Reviews of LA Wealth Management

Caitlin Toon

5/5

Erica was incredibly helpful in discussing my financial goals for the future. She was both professional and kind throughout our interactions. I highly recommend her!

Kayleigh Garcia

5/5

I reached out to a lot of different companies looking for a financial advisor and LA Wealth Management was the only one who was excited to speak with me (rather than another burdensome phone call) and also whose top priority was not to make money off of me. I was assigned to Erica Zaragoza and lucked out! She took the time to get to know me - not just my financial goals but my professional and personal ones as well. She explained things in a way that was super easy to understand and never made me feel like I was asking a stupid question (and trust me I have alot). I genuinely feel that Erica has my best interest at heart and she is incredibly responsive whenever I reach out with a question. I'm super grateful to Erica and LAWM for helping me navigate finances as an adult and helping me stay on the path to a good financial future.

Ivonne Cardenas

5/5

Erica Z. is an amazing financial advisor. We clicked at the very first phone call. Right away I knew she was sincere about her interest in wanting to help me. So far, together we have planned my financial goals and this makes me so excited for the future.

Tonette Burbidge

5/5

Laurie Allen helped me make all the important financial decisions with what I wanted in my life. She drew diagrams to help me understand then put it in writing so I could reference it later. She has followed up with me on a regular basis to review my plan and see that I was earning more money. Any time I have a question, Laurie or her assistant, Nancy Ramos, get right back to me with a lot of help. Two years later, I'm ready for retirement!