About Lucia Capital Group
Reviews for Lucia Capital Group
Write a reviewHours
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.
LCG did great. I used a different company for 30 years and switched when my advisor retired. Interns Mikey and Gavin were a pleasure to be around and the financial advisors made the switchover process soon. I can trust this group!!
Lucia has been an incredible community supporter, consistently hosting meaningful events. they do a great job sharing valuable insights around financial planning, wealth management, and helping both individuals and businesses make informed decisions about their financial future.
a special shoutout to John, his efforts truly bring the community together. we’ve had the opportunity to host a cybersecurity workshop there to help educate the community, and it was a fantastic experience.
the Lucia team’s commitment to the community really stands out, and you can tell they genuinely care about supporting growth both personally and professionally.
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!