Longhouse Wealth Management 187 Calle Magdalena, Encinitas, CA 92024
About the Business
Longhouse Wealth Management is a premier finance institution located at 187 Calle Magdalena in the beautiful city of Encinitas, California, United States. Our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. We offer personalized financial planning, investment strategies, and retirement planning to help our clients achieve their financial goals. At Longhouse Wealth Management, we strive to build long-lasting relationships with our clients based on trust, integrity, and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Location & Phone number
187 Calle Magdalena Suite 103, Encinitas, CA 92024, United States
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Very customer focused offering outstanding investment advice and recommendations that meet or exceed your wealth building objectives. You're in good hands with Longhouse Wealth Management."
"I am an extremely happy client of Longhouse Wealth Management, I have been a client for several years now. They are professional, knowledgeable and trustworthy. I had money coming from various sources and they helped with the entire process! The made the transition easy and worry free. I would highly recommend Longhouse Wealth Management for your retirement and investment needs."
"Dean and John do a great job with our investments and taxes. Returns my phone calls the same day. Very trustworthy and I recommend to my own family and friends."
"I was referred to them by a close friend that they already work with. My account with them is doing great, even in this crazy market right now. They pick up their phone whenever I have questions about my account. I like the fact that they are a smaller firm that gives me more personalized attention. Very pleased with the service."
"I have been working with both Dean and John for almost 2 years. I have found their service to be very responsive and professional. I especially appreciated their pro-active nature in managing my portfolio when COVID hit and were quick to contact me regarding reinvesting funds to avoid some of the market impact. I believe they are trustworthy and feel confident in recommending them to other people looking for wealth management expertise and services."
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