LA Wealth Management - Pasadena, California

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LA Wealth Management: A Trusted Financial Planning Partner

For individuals and families seeking expert financial planning guidance in Pasadena, California, LA Wealth Management stands as a highly recommended resource. Located at 177 E Colorado Blvd, Pasadena, CA 91105, this firm has consistently garnered positive feedback for its dedicated service and personalized approach.

LA Wealth Management specializes in providing comprehensive financial planning services. They assist clients in a wide range of areas, including retirement planning, investment management, estate planning, and tax optimization. Their core philosophy centers around building long-term relationships based on trust and a deep understanding of each client’s unique financial goals and circumstances. They don’t just offer advice; they work collaboratively with their clients to develop a tailored strategy designed to achieve sustainable financial success.

Key Features and Accessibility

LA Wealth Management prioritizes accessibility for all clients. Here's a breakdown of their notable features:

• Wheelchair Accessible Facilities: The firm boasts a wheelchair accessible entrance, parking lot, and restroom, demonstrating a commitment to inclusivity.
• Appointments Recommended: While walk-ins may be considered, scheduling an appointment is strongly encouraged to ensure dedicated attention and a thorough consultation.
• Dedicated Professionals: Their team comprises experienced and knowledgeable financial planners who are committed to providing sound advice and ongoing support.

Client Feedback and Reputation

LA Wealth Management has consistently received exceptional reviews. As of today, they maintain 4 reviews on Google My Business, all of which carry an impressive average opinion of 5/5. Client testimonials frequently highlight the firm’s responsiveness, clarity of communication, and commitment to client well-being. Specifically, clients appreciate the firm's ability to break down complex financial concepts into easily understandable terms.

Contact Information and Resources

To learn more about LA Wealth Management and schedule a consultation, we recommend visiting their website: Website: lawealthmanagement.com. You can also reach them by phone at (Please insert phone number here if available).

Summary of Information

| Feature | Detail |
|--------------------|----------------------------------------|
| Location | 177 E Colorado Blvd, Pasadena, CA 91105 |
| Specialties | Financial Planner |
| Accessibility | Wheelchair Accessible |
| Reviews | 4 on Google My Business (5/5 average) |

👍 Reviews of LA Wealth Management

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5/5

I have invested with LA Wealth Management now for over 5 years and have been extremely pleased with the growth of my portfolio. Robert Thomas has assisted me in fine tuning my retirement goals and has adopted a personal strategy specifically to meet those goals much faster. Robert is all ears at all times. It's comforting to know that I work with an advisor who has my best interest in mind. As I am consistently moving state to state because of work, Robert has been more than helpful with updating his licenses to accommodate my situation and allow me to stay with LA Wealth Management. Much love and appreciation goes out to Robert and LA Wealth Management for consistently practicing good business, they have gained a life long client. I recommend them to anyone looking to capitalize their financial gains!

Jayne P.

5/5

With my retirement on the horizon, I started working with Robert a few years ago.  Retirement can be a very financially scary time and I'm so grateful to be working with Robert. He is patient in explaining things and allows me time to process and decide! I appreciate he's not pushy.  He's always available whenever I have a question and never makes me feel bad about asking anything!   I feel very confident to have Robert managing my money, my retirement and my future.

Ignacio H.

5/5

Excellent, wonderful service! Robert Thomas and the staff are highly professional, competent, and empathetic to the needs of their clients. I highly recommend this company to anybody who wishes to make sound, diversified portfolio investments!

Jessica S.

5/5

Cannot recommend LA Wealth Management more! The team at LA Wealth Management has been professional, communicative, and supportive. Laurie is patient, an incredible teacher and wonderful at guiding one on a path to achieve short and long term goals. Thank you, team, for all you do!