Lucia Capital Group - Stuart
900 Southeast Ocean Boulevard, Stuart, FL 34994
Location & Phone number
About the Business
Lucia Capital Group in Stuart, Florida is a finance institution that offers personalized financial guidance and advice from a team of experienced professionals. They provide a personal financial dashboard tailored to your specific goals and help you craft a personalized strategy to work towards your financial objectives. As your fiduciary, their recommendations are based on what they believe fits your specific situation, not their compensation.
With offices nationwide, Lucia Capital Group makes it easy to get in touch with a financial advisor to discuss your retirement planning goals. They offer a fully integrated wealth platform providing end-to-end investment strategies, asset management, and insurance services. Their team of CFP® and CFA® professionals are knowledgeable and experienced in financial planning, asset management, investment brokerage, and insurance services.
Ray Lucia Jr., chairman and CEO of Lucia Capital Group, emphasizes the importance of achieving financial confidence and pursuing your life's purpose. They offer the Bucket Strategy® which involves investments subject to risks, fees, and expenses. Lucia Capital Group is committed to helping clients pursue their financial goals and offers comprehensive, integrated financial planning and wealth services to clients of all types and sizes.
As registered representatives with LPL Financial, Lucia Capital Group ensures that their investment professionals are properly registered and licensed to conduct business. Clients can expect personalized advice and guidance from a dedicated team of professionals to help them navigate the complexities of financial planning and achieve their goals.
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