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Closed today
3217 E Carson St #383, LakewoodClosed today
1600 Rosecrans Ave Building 7 4th Floor, Manhattan Beach“After my retirement in 2022, I was actively looking for a competent financial advisor to manage my retirement account. I am glad that I was able to hire Derek of Augustus Wealth as my financial advisor. He works deligently and always keeps me informed of key investment decisions on my account. Since he took over the management duty, the account has grown more than what I have expected. I am very happy to have Derek as my financial advisor and would not hesitate to refer him to my relatives and friends.“
Closed today
10833 Valley View St Suite 520, Cypress“We have worked with Marty for many decades. He has been a valuable resource in providing a financial plan during the various stages of our lives. Marty is a good listener and takes times to understand what is important in our lives and provides financial options to achieve our goals. He and his team of Audrey and Fabiola are efficient, trustworthy, and respond quickly to our questions and concerns.“
Closed today
3780 Kilroy Airport Way Suite 200, Long Beach“Carolanne has been managing my investments for about 10 years. She is very responsive and makes a point of touching base with her clients through out the year. My investments have done well under her management!“
Closed today
3020 Old Ranch Pkwy Suite 190, Seal Beach“I find Richard Jackson, and his associates [Jonathan Evans and Tina Harmier] to be terrific! They perform all the things one would expect, but they go the extra step. It is the norm to have face to face meetings so they learn our goals and expectations. Richard listens! All to often I have encountered advisors who wish to pontificate rather than respond to our needs and wishes. Richard works to meet our wishes and offers wise counsel. The most recent market decline had minimal affect on our accounts primarily due to Richard's sage recommendations. Richard, thank you.“
“Highly recommend this stellar firm that strives to make clients feel like family. Trustworthy and reputable.“
Closed today
3030 Old Ranch Pkwy # 375, Seal Beach“Marvin and Heather are knowlegeable, ethical and trustworthy. I highly recommend their services!“
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