Reviews for Lulla Wealth Financial

Mar 2024

Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf.Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy.My assets have grown under his professional leadership.I will gladly recommend LullaWealth Financial to my family and friends.
Oct 2023

Louis is a great advisor. He explains managed products so I understand. He listens to my concerns when asked. He also has my whole family in mind when we discuss financial futures. His website is easy to manoeuvre thru.
Jan 2023

I consider Luis a personal friend. I consider him a professional in every area of investments and finance.He is honest and sincere about how he directs us on our investment philosophy. We would highly recommend him to any of our family and friends.

From Lulla Wealth Financial

- Our mission is to take the stress out of planning for your future by explaining the complex financial world in a simple and relatable way. We help you build, preserve and manage your wealth. - Our objective is to provide you with a comprehensive road map that consolidates the various financial components of your life into a centralized, integrated plan. Financial planning is a process, not an event. As the markets, economy, opportunities, and personal circumstances change, we provide guidance to ensure your plan remains aligned with you - Our passion lies on helping free up your time to enjoy what matters to you most. Focus on building a life that is to be lived, while we help focus on your financial future.

Hours

Monday: 9:30AM - 5PM
Tuesday: 9:30AM - 5PM
Wednesday: 9:30AM - 5PM
Thursday: 9:30AM - 5PM
Friday: 9:30AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5