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Aquila Wealth Advisors, LLC
872 Higuera Street, San Luis Obispo, California 93401
About the Aquila Wealth Advisors, LLC
Aquila Wealth Advisors, LLC is a Fiduciary, Commission-Free, Financial Advisory Firm located at 872 Higuera Street, San Luis Obispo, California. We specialize in advising business owners and retirees to remove financial stress and find more time and freedom. Our owner, Eric Maldonado, is a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience and a Master’s Degree in Financial Planning. We offer personalized advice to help clients feel confident in their retirement income plan and delegate investments to free up time and mental space. As a locally owned and independent firm, we always act as a fiduciary, ensuring that our clients' best interests are our top priority. Contact us for a complimentary initial consultation to start working with a trusted advisor and take control of your financial future.
Photos of Aquila Wealth Advisors, LLC
872 Higuera St, San Luis Obispo, CA 93401, United States
Opening hours of Aquila Wealth Advisors, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Aquila Wealth Advisors, LLC
"We are so very thankful that we met and hired Eric to help us grow our small business! Every meeting is jammed packed with nuggets that honestly we can not put a price tag on! Eric is smart, wise and cares about small businesses and partners with them to ensure success! We highly recommend Eric's services for your business needs. You won't regret it!"
"Working with Aquila Wealth Advisors has been a pleasure. I was hesitant because I know nothing about financial planning however Eric made the process easy to understand. He laid it all out, he is very knowledgeable, and works with your best interest in mind."
"Eric has helped us understand how to stretch our finances with “out of the box” thinking and utilizing tax write off options. He is able to learn and understand our personal life goals and help us move forward and achieve them. We highly recommend at a minimum meeting with Eric. We trust him one hundred percent. He is a significant blessing to our family."
"I cannot say enough good things about Aquila Wealth Advisors. Eric is super knowledgeable and a true teacher at heart. He is personally invested in the success of each of his clients and goes out of his way to inform his clients about tools and strategies for building wealth. He is always very professional and willing to give his opinion without making his clients feel pressured into making a decision. He's realistic with goal-setting and understanding when goals need to be modified due to life circumstances. At every turn, he evaluates the information in front of him and suggests a clear path forward. I absolutely love working with Aquila Wealth Advisors and would highly recommend them as a financial planning partner."
"I have worked with Eric from Aquila Wealth Advisors for several years. He as helped me in a wide range of areas from family financial planning to business planning and is consistently helping me achieve my goals. He has a wealth of resources at his fingertips and is always very informative to speak with. I highly recommend working with Eric at Aquila Wealth."
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