About LA Wealth Management
Reviews for LA Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed
LA Wealth Management is a team of dedicated financial advisers and certified financial planners who help clients create personalized goals for retirement. They provide education, encouragement, and expert advice to ensure clients achieve their financial objectives. The firm's advisers are knowledgeable, patient, and diligent, taking a holistic approach to finance that considers all aspects of life. They explain complex financial concepts clearly, guiding clients towards the best possible outcomes. With a focus on personalized service, LA Wealth Management has earned the trust of clients, who appreciate their kind, noble, and expert guidance. As a result, clients feel secure, happy, and enjoying their retirement.
I have been a client of LA Wealth Management for many years. Laurie Allen is exceptional in her service and professionalism. I meet with her on a quarterly basis to make sure my financial goals are on track with my future plans. I have received a great return on my investments and continue to see the growth across the board in all of my accounts due to Laurie's guidance.
I have referred many clients to LA Wealth Management over the years and all of them have told me that they are receiving the same exceptional personalized service. Laurie takes the time to get to know clients on a personal level, and remains in contact with them. I highly recommend LA Wealth...read full review
Laurie and LA Wealth Management have been such a blessing to my family and me. Laurie is everything a teacher could want in a financial advisor–she is knowledgeable, honest, and always quick to respond to my questions. When my dad passed in 2023, Laurie and Shelby came to my rescue and guided me through handling his complicated investments. If I could give more than five stars, I absolutely would.
I found Laurie Allen and team via the Ramsey SmartVestor Pro program. I interviewed about 4 advisors before her, and right away, I knew she was the perfect fit for me! She cares about you as a person and looks at your holistic financial picture and life goals, instead of just numbers in an algorithm. The onboarding process was thorough and organized, with no stone unturned thanks to her trusty compatriots Shelby Brady and Michael Raymond. She has the heart of a teacher and helps us understand how best our money can be invested for our life goals. I have complete confidence in her judgement and look forward to working with her and her team for many years to come.