Wealth Management Partners of Los Angeles, Inc. - Encino, California

Address: 15760 Ventura Blvd # 700, Encino, CA 91436, United States.
Phone: 8186006614.
Website: wmplainc.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment bank, Investment service.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free of charge street parking, Paid multi-storey car park, Paid parking lot, Paid street parking.
Opinions: This company has 60 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wealth Management Partners of Los Angeles, Inc.

☎️8186006614

⏰ Open Hours of Wealth Management Partners of Los Angeles, Inc.

Monday: 8 AM–8 PM
Tuesday: 8 AM–8 PM
Wednesday: 8 AM–8 PM
Thursday: 8 AM–8 PM
Friday: 8 AM–8 PM
Saturday: 10 AM–6 PM
Sunday: 1–5 PM

Wealth Management Partners of Los Angeles, Inc., situated at 15760 Ventura Blvd # 700, Encino, CA 91436, United States, stands out as a prominent financial services provider with a strong focus on personalized wealth management solutions. This firm can be reached via 818-600-6614 for those seeking immediate assistance or guidance. For detailed inquiries, their informative website wmplainc.com offers a wealth of resources and information.

The company prides itself on its diverse specialties, including Financial Planning, Financial Consulting, and services related to Financial Institutions and Investment Banks. They also offer Investment Services, ensuring a comprehensive approach to managing clients' financial futures. This broad spectrum of services caters to a wide range of clients, from individuals to organizations seeking tailored financial strategies.

For those interested in visiting Wealth Management Partners of Los Angeles, Inc., there are several amenities designed to ensure a comfortable and accessible experience. They offer online appointments for those preferring digital interactions, as well as on-site services for those who prefer face-to-face consultations. The office is fully wheelchair-accessible, complete with a car park, an entrance, and restrooms that cater to all needs, including LGBTQ+ friendly facilities and gender-neutral toilets. This inclusivity reflects their commitment to serving a diverse clientele.

Clients have left 60 reviews on Google My Business, and the average opinion is a highly commendable 5/5. This speaks volumes about the quality of service provided by Wealth Management Partners. Their offerings include both free of charge street parking and options for those requiring more space, such as a paid multi-storey car park and a paid parking lot. For those visiting without their own vehicle, the paid street parking is a convenient option.

For individuals looking to manage their wealth effectively, Wealth Management Partners of Los Angeles, Inc. emerges as a reliable choice. Their comprehensive suite of financial services, combined with an atmosphere of accessibility and inclusivity, makes them a standout in the Los Angeles area. For those ready to take control of their financial future, it's highly recommended to schedule an appointment through their website wmplainc.com. Given the high rating and positive feedback, there's no better time to explore what they can offer for your unique financial needs.

👍 Reviews of Wealth Management Partners of Los Angeles, Inc.

Wealth Management Partners of Los Angeles, Inc. - Encino, California

Shannon H.

5/5

I was looking for a financial advisor/debt relief services and left a voicemail with Alec, he reached back out almost immediately! After getting some information from me, he very nicely explained that he doesn’t usually work with my personal situation, but still offered to give me some advice on what I could do moving forward. He was very professional, and gave me some great advice on my steps moving forward. I will still be looking for an advisor that fits my personal situation but Alec was fantastic and went out of his way to provide me with helpful guidance on my situation when he didn’t have to. Definitely recommend Alec to anyone looking to achieve their financial goals- and thank you Alec for taking the time to answer and provide me with incredibly helpful information when you didn’t have to!

Manu R.

5/5

Alec was very knowledgeable and gave me good advice! He was very relatable and easy to understand, with safe, smart strategies.

Antonia R.

5/5

Alec Truckman Review
Student Loans:
I’m a first-generation licensed California attorney. And guess what? I have what can amount to a home mortgage worth of student loans. There was no planning for my future. Frankly, the idea of being a licensed attorney was unthinkable. But thanks to my parent's work ethic and example, I learned that hard work pays off. It’s not easy, but it will surely pay off.
Well, I’m now at the stage where I need to plan and strategize for to pay off my student loans. I was connected to Alec Truckman through the Ramsey trusted partners. Thank you, Alec for your time! Alec asked me about my goals, and he talked to me about options and solutions to take the steps toward paying off my student loans. No judgment. Just support. He’s helped me plan and helped me realize that there’s a manageable way to chip away at my student loans.
Thank you, Alec!

mad M.

5/5

Needed to have a quick and informative consultation and got exactly what I needed. They give you solid advice that’s straight to the point and easy to understand. Overall really good customer service and it was greatly appreciated.

Joe K.

5/5

Very knowledgeable and honest. He was able to grab a snapshot of my current situation and give me his professional opinion on how to prioritize my needs in terms of immediacy and importance. He answered my questions regarding retirement and investing and offered insightful advice on how to move forward. I look forward to working with him.

Ramon G.

5/5

Loved my experience with this group. They were grounded and had a common sense approach. They were patient with us. Answered our questions. I felt like only wanted the best for my family and I. They did not pressure us in the slightest. Highly recommend them!

Justin C.

5/5

Friendly group of precessional and very quick to help! I learned more about my financial position in a 10 minute phone call then years of research.

Jami V.

5/5

After being jerked around by a previous advisor who made all recommendations that benefited him, I was at my wits end. Though his resume and client base looked all glamorous, he could give a rats about his clients. Our accounts made very little gains and basically went nowhere.

And then we found Alec Tuckman. His resume is better than glamorous. It's the kind of experience that makes you feel like he's financial royalty and yet he never acts like it! He was with a different firm back then. We followed him when he started Wealth Management Partners. He has been our financial advisor for 6 years now. With him, we always feel so supported and grateful to have found him. There are never any conflicts of interest in what he recommends.

Even when we aren't putting money into our retirement accounts (we've had to pause for financial reasons due to other self directed investment projects or getting in over our heads a few times), he is still available to have meetings and help with whatever we want to figure out, including changing our strategy depending on how much risk we want to take on at the time. Our accounts have made consistent gains and Alec reaches out to explain the market with words of encouragement or reassurance when the market is taking a downturn. We especially love his newsletters. His dedication to education is unmatched. It's a bonus that he treats us like family!