Urban Wealth Management Group - El Segundo, California

Urban Wealth Management Group is a distinguished financial institution that offers a wide range of services. Located at 841 Apollo St #320, El Segundo, CA 90245, United States, this company is easily accessible to clients in need of financial advice and planning. To schedule an appointment or seek further information, clients can contact them at 4242772260 or visit their website at urbanwm.com.

Specializing in financial advising, planning, and insurance services, Urban Wealth Management Group caters to a diverse clientele with their expertise. The company is proud to identify as both Black-owned and women-owned, showcasing their commitment to representation and diversity in the industry.

In terms of accessibility, Urban Wealth Management Group goes above and beyond to ensure that all clients can access their services. The company offers on-site services and provides facilities such as wheelchair-accessible parking, entrances, seating, and toilets. Additionally, they prioritize inclusiveness by being an LGBTQ+ friendly and transgender safe space.

With an impressive 20 reviews on Google My Business, Urban Wealth Management Group has garnered a strong reputation among its clients. The average opinion for this company is a remarkable 5/5, further emphasizing their commitment to exceptional service and client satisfaction.

For those seeking a reliable and professional financial advisor or planner, Urban Wealth Management Group is an excellent choice. Their dedication to accessibility, diversity, and top-notch customer service sets them apart in the industry. We highly recommend contacting them through their website or by phone to explore how they can assist you in achieving your financial goals.

👍 Reviews of Urban Wealth Management Group

Jackie H.

5/5

I have been with UWM from its inception and have never regretted it. My husband, who was in financial services for most of his career, was initially reluctant to sign on. He had always felt he could do as good a job given his background. Once he saw how my portfolio was growing at a higher rate than his, he jumped on board and has not looked back. The services including, but not limited to, the easy to read dashboard, timely market updates, one-on-one scheduled annual portfolio reviews, and quick responses to questions, are just a few of the reasons I am a client. Okay, the fact that my portfolio continues to grow is a huge reason as well. Finally, the folks at UWM are amazing. Simply put, I trust them.

DeLease B.

5/5

I have been with Renee since 2003, if not earlier. I have nothing but praise about her and her team. Because of Renee, I have been able to enjoy my retirement. I trust her and would recommend her and the team to anyone. Thank you Renee.

Adrienne W.

5/5

I’ve had the pleasure of working with Rene and the UWM team for over 15 years. They have helped me reach my financial goals and enjoy a comfortable retirement. A very trustworthy team.

Wendy G.

5/5

I have enjoyed being a client of Urban Wealth Management Group, as well as the personal guidance of Rene Nourse and her team. I highly recommend their firm.

Ernie F.

5/5

I have a long-term 30-year relationship with Rene Nourse, starting out with a modest investment and slowly adding investments over the years - baby steps. The investment advice and guidance has always been good and in my best interests. I receive a good amount of attention and excellent responsiveness. I've evolved to the point where I have full faith and confidence in the investment advice with no doubts or worries. I recommend UWM without reservation.

Vickie V.

5/5

Rene Nourse has been my financial advisor for over 20 years and I have complete confidence in her judgment and advice to me.

madmom M.

5/5

These people care. I've had advisors go out on leave and never even tell me. UWM stays on top of their clients' needs.

Joanne L.

5/5

I have been a client of Rene Nourse for over 30 years since I started my career! She listens, cares, and shares her advice and guides me to a better understanding of preparing for retirement. April, Rene's Sr. Registered Associate is outstanding and always responsive. As my career and life took me to different states I have continued my relationship with Rene. Now I live on the east coast. Rene's knowledge and expertise have allowed me to be financially independent. She is not only my wealth manager she is my friend.