About Lucia Capital Group
Reviews for Lucia Capital Group
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Lucia Capital Group provides retirement and financial planning with an objective approach. Clients describe the team as fantastic, excellent, and a pleasure to deal with, noting they are readily available and respond promptly to questions. Many highlight confidence in the group's outstanding portfolio guidance and recommendations. A specific strategy appreciated is the bucket approach to retirement and investments, which helps clients feel secure during volatile markets. Reviews mention long-term relationships spanning many years, with one client noting an overall portfolio increase over almost 15 years despite withdrawals. The service is highly recommended by clients who feel extremely confident in the advice and management they receive.
Lucia Capital group has been our advisors for over 20 years. Their advice has been exemplary and spot on with what I should invest in and plan how to move and invest my money. Ara Freedman has been invaluable!
I wanted to thank you all and Ara Freedmen in particular. I have been with you sinse 2010 and have had great service with my Buckets of money plan. Thanks again gof the great service.
Chris, Ara and the team are simply fantastic. Their bucket approach to retirement and investments allows me to sleep at night when the markets are volatile. I highly recommend them.