jLife Wealth Management - Roger Conde, AIF CWS RFC - Manhattan Beach, California

Okay, here’s a comprehensive overview of JLife Wealth Management, presented in a formal and helpful tone, suitable for someone considering their financial planning services:

JLife Wealth Management: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, JLife Wealth Management stands as a reliable option. Led by Roger Conde, AIF, CWS, RFC, the firm operates from its headquarters at 500 N Meadows Ave, Manhattan Beach, CA 90266, United States. Clients can reach them directly at Phone: 3105458500. Visitors can also explore their services and resources through their website: Website: jlifewealth.com.

Specialties and Expertise

JLife Wealth Management specializes in providing both financial advisor and financial planner services. They cater to a broad range of client needs, assisting with retirement planning, long-term investments, and overall wealth management strategies. Roger Conde’s credentials – including his designations as an AIF (Certified Financial Planner), CWS (Certified Wealth Strategist), and RFC (Chartered Financial Consultant) – underscore his commitment to delivering expert advice and staying abreast of industry best practices. The firm’s approach emphasizes a collaborative partnership, working closely with clients to understand their unique goals and risk tolerance.

Accessibility and Amenities

JLife Wealth Management prioritizes client comfort and accessibility. Their office location in Manhattan Beach offers convenient access, and the facility is equipped with several important features: on-site services, a wheelchair-accessible car park, a wheelchair-accessible entrance, and designated wheelchair-accessible seating. This commitment to inclusivity ensures that all clients can comfortably engage in their financial planning discussions.

Client Feedback and Reputation – A Strong Foundation

Early indications suggest a highly satisfied client base. As evidenced by their presence on Google My Business, JLife Wealth Management currently holds 2 reviews, averaging a remarkable 5/5. This positive feedback indicates a strong focus on responsiveness and dedication to client needs. Anecdotal evidence points to a sustained, long-term relationship building, with clients benefiting from guidance spanning decades – in some cases, since the 1990s. The consistent emphasis on prompt communication and support—regular contact via phone or email—appears to be a cornerstone of their service model. It’s clear that JLife Wealth Management fosters trust and prioritizes client satisfaction.

Key Takeaways & Recommendation

JLife Wealth Management presents itself as a professional and client-focused firm. Their specialization in financial advisory and planning, combined with Roger Conde's extensive qualifications and demonstrable commitment to accessibility, makes them a potentially valuable partner for those seeking to secure their financial future. The consistent positive feedback suggests a dedication to building enduring relationships and providing exceptional service. For prospective clients, we strongly encourage them to explore the resources and services available on the firm's website: jlifewealth.com. Contacting them directly through the website is the most efficient way to schedule a consultation and discuss your specific financial goals.

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👍 Reviews of jLife Wealth Management - Roger Conde, AIF CWS RFC

Bryce

5/5

I have been a client with JLife Wealth Management for about 3 to 4 years. Roger and Kelly have been able to provide excellent service to help me look at my retirement goals as well as other long term investments for the Future. It's a Great business with a Great Team!

Patty L.

5/5

I’ve had my retirement funds with Roger since the 90’s and thanks to his counsel, I was able to pay off my debts, buy a house, and now with my husband, we are growing our retirement savings. My husband and I call or email whenever we need something and it’s taken care of right away.