LA Wealth Management
About the Business
LA Wealth Management is a leading finance institution located at 3200 Park Center Drive in Costa Mesa, California, United States. Our team of experienced financial experts provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. With a focus on transparency, integrity, and superior customer service, LA Wealth Management is dedicated to helping our clients secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Location & Phone number
3200 Park Center Dr fl 14, Costa Mesa, CA 92626, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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!"
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