DeLegge Wealth Planning
2292 Faraday Avenue, Carlsbad, California, United States
About the DeLegge Wealth Planning
DeLegge Wealth Planning is a premier finance institution located at 2292 Faraday Avenue in Carlsbad, California, United States. Specializing in wealth planning, our team of experts provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, DeLegge Wealth Planning is dedicated to helping you secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Photos of DeLegge Wealth Planning
2292 Faraday Ave, Carlsbad, CA 92008, United States
Opening hours of DeLegge Wealth Planning
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews of DeLegge Wealth Planning
"A webinar from CPA Academy led me to meet with Ron DeLegge. My free, introductory half hour call turned into hour and half and I learned a LOT! As an accountant, I am picky about who I allow to review my personal finances. Ron took his time, explained in great detail and helped me get a plan. I am late to the game after having to start over after a disabling injury left me sidelined and out of the market for 3 years. But, Ron helped me regroup, strategize and got me thinking of better ways to increase income stream, TAX FREE, in retirement. My reality is much different than the average Joe Worker. Ron helped me examine ALL options and together, we forged a plan that is attainable and will leave me comfortable when I face my retirement years. FOREVER GRATEFUL!!"
"I am approaching retirement and was overwhelmed by the various issues that can affect my financial wellness in retirement. I attended a retirement planning class taught by Ron & Brian of DeLegge Wealth Planning. It was extremely informative and touched on multiple aspects of retirement finances and how they are interrelated. It was all explained in ways that were easy to understand. If you have the opportunity, I would definitely recommend their classes or a one-on-one consultation."
"I first met Ron DeLegge when I attended a two-part class held at Cal State San Marcos. As a recent retiree, I had wanted to obtain a comprehensive personal financial education to help me plan more wisely for my future. I learned a great deal from this class and was delighted to find that Ron is a great instructor who teaches at a level of understanding that works for me. I decided to meet with him for a personal review of my financial plan. Ron took the time to very thoroughly personalize my current state of finances and explained the different options he thought would best serve me in my future years. What I was looking for was an advisor who keeps up with trending industry developments and who is able to clearly communicate those issues. The most important thing to me is to feel a sense of trust that my advisor will put my interests over their own interests. I feel that sense of trust with Ron and am pleased with my current financial plan."
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