Johnson Lyman Wealth Advisors - Los Altos, California

Introduction to Johnson Lyman Wealth Advisors

For individuals and families seeking comprehensive financial planning services, Johnson Lyman Wealth Advisors stands as a dedicated resource. Located in the heart of Silicon Valley at 4966 El Camino Real Suite 109, Los Altos, CA 94022, United States, this firm offers personalized strategies tailored to meet diverse financial goals. They operate with a commitment to building long-term relationships based on trust and transparency. Johnson Lyman Wealth Advisors distinguishes itself through a client-centric approach, prioritizing understanding each client's unique circumstances and aspirations.

Company Details and Contact Information

Johnson Lyman Wealth Advisors’ primary contact details are as follows:

• Address: 4966 El Camino Real Suite 109, Los Altos, CA 94022, United States
• Phone: 6504942733
• Website: jlwealth.com

The firm’s website, jlwealth.com, provides further details about their services, team members, and investment philosophy. Prospective clients can also find useful resources and contact information directly on the site.

Specialties and Services Offered

Johnson Lyman Wealth Advisors specializes in providing a full suite of financial planning services. These services include, but are not limited to:

• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
• Investment Management: Creating and managing investment portfolios aligned with client risk tolerance and objectives.
• Estate Planning: Assisting clients in structuring their estates for efficient tax management and legacy preservation.
• Education Planning: Providing guidance on saving and investing for higher education expenses.
• Tax Planning: Integrating tax considerations into overall financial strategies.
• Insurance Planning: Analyzing and recommending appropriate insurance coverage to mitigate financial risks.

The firm’s approach emphasizes a holistic view of a client’s financial situation, considering all aspects of their wealth and future needs. They aim to deliver tailored solutions that not only meet immediate goals but also contribute to long-term financial security.

Accessibility and Amenities

Johnson Lyman Wealth Advisors is dedicated to providing a comfortable and accessible experience for all clients. The office is equipped with the following accessibility features:

• Wheelchair-Accessible Car Park: Available parking spaces for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: Ramps and automatic doors provide easy access to the building.
• Wheelchair-Accessible Toilet: A fully accessible restroom is available on-site.
• Toilet: Standard restroom facilities are available.

Appointments are recommended to ensure dedicated time and personalized attention. The team understands the importance of building strong relationships and providing clients with the support they need.

Client Feedback and Reputation

Currently, Johnson Lyman Wealth Advisors has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed presence online. The average opinion is 0/5, suggesting that there is limited publicly available feedback at this time. However, this does not necessarily reflect the quality of service provided, as new clients may not yet have had the opportunity to share their experiences. It's advisable to seek independent verification of their performance through referrals or direct inquiry.

Despite the lack of immediate reviews, the firm’s commitment to client service and personalized planning is a key differentiator. They focus on building trust and delivering measurable results for their clients.

Recommendations for Prospective Clients

For individuals seeking a financial planner who prioritizes personalized service and comprehensive planning, Johnson Lyman Wealth Advisors warrants further consideration. Here are some key recommendations:

• Schedule an Appointment: To discuss your financial goals and needs with a qualified advisor.
• Review the Website: jlwealth.com provides valuable information about their services and team.
• Contact the Firm Directly: Utilize the phone number 6504942733 to inquire about their offerings and schedule a consultation.
• Verify Services: Given the limited online reviews, consider contacting former clients or seeking references to gain insights into their performance.

Ultimately, Johnson Lyman Wealth Advisors presents itself as a firm dedicated to providing tailored wealth management solutions within a supportive and accessible environment. Their location in Los Altos, California, positions them well to serve clients in the thriving Silicon Valley area.

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