Herrera May Wealth Management - Sacramento, California

When searching for professional financial guidance in Sacramento, California, Herrera May Wealth Management stands out as a reputable choice. Located at 100 Howe Ave Suite 120S, Sacramento, CA 95825, United States, this esteemed financial planning firm is easily accessible with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring convenience for all clients. Upon entering, patrons will find the facility equipped with appropriate amenities, including toilets, making their visit comfortable and convenient.

For those seeking personalized financial advice, Herrera May Wealth Management specializes in Financial Planning, offering tailored strategies to help individuals and families achieve their financial goals. With a contact number 9162358749, potential clients can reach out for inquiries or to schedule an appointment. It's highly recommended to book an appointment in advance to ensure personalized attention.

One of the most attractive aspects of this firm is its impressive online presence and client feedback. Herrera May Wealth Management boasts 6 reviews on Google My Business, with an average opinion of 5/5. This high rating underscores the satisfaction of their clients with the services provided, showcasing the firm's commitment to excellence and client satisfaction.

The website herreramay.com provides further insight into the services offered and the exceptional experience clients can expect. It's a valuable resource for anyone considering financial planning in the Sacramento area.

For individuals looking to secure their financial future, Herrera May Wealth Management offers a blend of expertise, accessibility, and positive client feedback. It's clear that this firm prioritizes client needs and strives to build lasting relationships based on trust and successful financial outcomes.

👍 Reviews of Herrera May Wealth Management

Daniel M.

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 P.

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 M.

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 K.

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 M.

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.