Aureus Wealth Management
About the Business
Aureus Wealth Management is a premier finance and insurance agency located at 1902 Wright Place in Carlsbad, California, United States. Our experienced team of financial advisors offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or protect your assets, Aureus Wealth Management is dedicated to providing top-notch service and expertise. Contact us today to schedule a consultation and start securing your financial future.
Photos
Location & Phone number
1902 Wright Pl 2nd Floor, Carlsbad, CA 92008, 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
"Evan forcasting ability is off the charts. I have really enjoyed working with him."
"I have had the opportunity to see Evan operate and manage many portfolios of diverse nature, proving his extensive knowledge of the many investment vehicles at his disposal. I could not think of any other person I would trust more with my hard earned money, because of his integrity, transparency, and dedication to puting his client's interests over his own. His ethics flow from the top and is the foundation of Aureus it self."
"Excellent service:) Great people"
"Extremely good at predictions for my 401k and my future retirement plans."
"Evan is the best...we've been very satisfied with our portfolio earnings, he makes sure that we are always well informed, has regular meetings with us to review our investments. He's always demonstrated a personal concern for our needs. We would definitely recommend Evan to anyone who is looking for a professional, caring, educated financial adviser."
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