Wealth Management Financial Advisors - Long Beach, California

Wealth Management Financial Advisors, located at 3701 Long Beach Blvd #100, Long Beach, CA 90807, is a prominent financial services firm dedicated to providing comprehensive financial planning solutions to their clients. With a phone number of 5624278877 and a website at wealthmanagementlb.com, this firm specializes in various areas such as financial planning, estate planning, insurance, real estate, and tax preparation services.

Some key features of this company include wheelchair accessible entrance, parking lot, and restrooms, making it convenient for all clients to access their services. Appointments are recommended to ensure a personalized experience.

With an impressive 11 reviews on Google My Business, the company maintains an average rating of 3.3 out of 5 stars, indicating a satisfactory level of client satisfaction.

Wealth Management Financial Advisors provides a wide range of services to cater to the diverse financial needs of their clients. Their expertise in financial planning helps individuals and families develop strategies to achieve their short-term and long-term financial goals. Estate planning attorneys on their team assist clients in creating wills, trusts, and other legal documents to protect their assets and ensure a smooth transition of wealth to their heirs.

The insurance agency offers various insurance products, including life, health, and property insurance, to help clients protect themselves and their assets from potential risks. The real estate agency assists clients in buying, selling, and renting properties, while the tax preparation service helps clients optimize their tax strategies and minimize their tax liabilities.

👍 Reviews of Wealth Management Financial Advisors

Dion K.

1/5

I listen to a webinar she gave about Wills and trust. She had no idea what she was talking about. She said a will doesn't go into probate which indeed they do. She didn't know what an irrevocable trust is. She was asked several times about it and wouldn't answer, she just danced around the question. If you give a webinar you should research the subject matter and know what you're talking about. If she is this uninformed and unprepared on this subject I can imagine how she is with other material.

Alicia G.

1/5

I decided to take a chance and do business with Marie because of the positive feedback I’d been hearing on the radio and some review online. I called and left a message inquiring more info on the PPPLoan and the grant. A couple of days later I received a group text message with 9 other people who I had absolutely no idea who they were. I later figure out who the person was behind the text. Marie Deary soliciting $500 just to look at your email and any other info. I’m the text message she listed the items that you needed to make copies and email back to her which were an id/ drivers license, recent bank statement, SS card, copy of voided check, and a schedule C. Me being anxious, I emailed those items right away then I called to see how to make payment and to whom. When I called Marie answered and was very rude. She asked for my payment info and was very short with me not wanting to answer any further questions. So I took a chance and paid the $500 fee. She said she would be contact me as soon as she received the payment. A day or 2 later o checked my account and noticed she charged my account $500. I was a little surprised that she did not call or send any confirmation saying that she charged my account. She also never followed up about my application or status. I waited about two weeks before contacting her. I called the number she sent the group text message from. When she answered she was very rude and even asked me how did I get her number. I had to remind her it was from the group text she solicited the $500 to look at any email. She then told me not to call her because she was extremely busy dealing with other applicants. She said she would contact me as soon as she heard back from the lenders. About 2 months later and I’m still waiting for a phone call or email on my status. Marie didn’t keep her word. I paid you to do a service and you didn’t keep up your end of the bargain. I’ll take the $500 investment as a lesson instead of a loss. I will see my investment come back somehow and someway. I’m not worried. But anyone else thinking about doing business with Marie, do your research and proceed with caution.

LARRY S.

1/5

Marie took my 550.00 and didn't do anything for me.Didnt answer my emails nor texts,phone calls.
I needed help with the ppp loan application,I needed a new vehicle for my business,work.I was also dealing with a a family member dying of covid.I am a disabled veteran,African American.
She does not care about people,her customers.

Chief S.

3/5

Maybe she's just a really busy entrepreneur that needs more assistnace and better structure/organization. But they eventually got around to my file and delivered on everything. Make sure you follow up, Marie and her staff definitely have the knowledge to make it happen for you, but make sure you're in regular contact with whoever is handling your case.

Bryan S.

1/5

Marie Deary requested payment plan. After $750 dollars and no service being provided and requested a refund. Marie and her staff refused to reply to my emails and phone calls requesting a refund. DON'T be business with her. She's only about her money, and not your well being, and customer service.

Brenda A.

5/5

I've working with Marie and her staff since 2008 and have referred family and friends, for varies service including loan modification, tax settlements, credit repair, etc... Everyone, I've referred have been satisfied with her work, and walked away still in their homes, not owing IRS or with a much improved credit score. If you find yourself needing experience help in those areas, give her a call.

Mazhar K.

5/5

Marie is absolutely amazing, you can trust her 100%

Gretchen S.

5/5

Completely committed to teaching wealth building for the long-game to Black people.