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!!
April 2026
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... read full review
September 2025
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!
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... read full review
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!