About Lula Financial

Lula Financial is a highly recommended financial business for its thorough, patient, and knowledgeable advisors, such as Benjamin and Amie. Clients have reported making or saving thousands of dollars after following the company's advice. Lula Financial takes a efficient and light touch approach, avoiding unnecessary upselling. They offer detailed second opinions on existing financial plans, providing valuable information and simplifying complex portfolios. The personalized attention and down-to-earth communication style of Lula Financial's advisors have been praised for instilling confidence and making the financial planning experience enjoyable.

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Reviews for Lula Financial

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Aug 2024
I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!
Feb 2024
We've been working with Benjamin for the last 2ish years and highly recommend him. He is thorough, patient, knowledgeable, and kind. Talking about finances and future financial decisions are hard topics but after ever session I'm always grateful for his help, knowledge, and pumped for the next 6 months review appointment.
Jan 2024
A year after working with Lula and our advisor Amie we've made or saved thousands of dollars based on taking action on her recommendations. This is a no-brainer investment. I also appreciated her efficient approach and light touch in terms of upselling