Reviews for WealthSource Partners, LLC

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Sep 2023

Wealth source for them, but not guaranteed wealth source for you1 stated they have no access to the professional standard of the Bloomberg terminal, yet charges similar or even higher rates as companies that DO HAVE utilize this the most professional tool2 did not want to invest his neighbors moneys which could indicate a low level of investor confidence3 appears to charge fees even when loses clients moneys4 stated to us losing $800,000 is not a big deal to him5 seems to have an extreme ego and even temper, speaking without bed side manners about the death of our beloved family member in front of our Mom6 we replied you should love your neighbors to which he replied...read full review

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From WealthSource Partners, LLC

The fiduciary advisors at WealthSource are committed to helping clients understand how to utilize every part of their financial life to reach their goals. When our clients succeed, we succeed. It is our privilege to serve the San Luis Obispo community by delivering investment management, financial planning, retirement planning, and tax planning services to local families.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Google: 1/5