Journey Wealth Management, LLC - Manteca, California

Journey Wealth Management, LLC

Una empresa de gestión de patrimonio con sede en Manteca, California, que ofrece servicios de consultoría financiera y planificación financiera a individuos y familias.

Especialidades

• Financial consultant
• Financial planner

Journey Wealth Management, LLC se ubica en 903 W Center St #7, Manteca, CA 95337, Estados Unidos.

El número de teléfono es 209-825-8888 y la página web es journeywlthmanagement.com.

Características y servicios

Esta empresa ofrece servicios de consultoría financiera y planificación financiera para ayudar a sus clientes a alcanzar sus objetivos financieros.

Los servicios incluyen:

• Planificación financiera personalizada
• Administración de inversiones
• Análisis de riesgo
• Creación de planes de jubilación
• Asesoramiento sobre seguros

Otras características

Esta empresa cuenta con la siguiente infraestructura accesibilidad:

• Estacionamiento para vehículos con acceso razonable
• Entrada accesible para sillas de ruedas
• Baños accesibles para sillas de ruedas
• Toilet

Se recomienda hacer una cita antes de visitar la oficina.

Opiniones

Esta empresa tiene 9 reseñas en Google My Business.

La opinión promedio es de 5/5.

Los clientes elogian a Roy Gagaza y su equipo por su confianza y recomendaciones confiables. Se destacan sus habilidades para gestionar los fondos durante tiempos de caída del mercado y su capacidad para ayudar a los clientes a manejar situaciones de transición, como la muerte de un ser querido.

Los clientes valoran su experiencia con la empresa y su confianza en sus consejos.

Resumen

Journey Wealth Management, LLC es una empresa de gestión de patrimonio que ofrece servicios de consultoría financiera y planificación financiera en Manteca, California. Con una ubicación accesible y una infraestructura para personas con discapacidad, ofrece servicios personalizados para ayudar a sus clientes a alcanzar sus objetivos financieros.

👍 Reviews of Journey Wealth Management, LLC

Ted H.

5/5

I have complete confidence with Roy Gagaza and his team. I totally trust their recommendations and would recommend them to anyone worried about securing their financial resources. I have previously had another financial advisor, but Roy constantly shows his genuine concern for his client…like they are family. He was instrumental with saving significantly funds during the 2022 downturn of the securities market.
In addition, when my wife passed away in January, Roy and his team worked all the necessary actions in settling her accounts… sparing me a lot of stress and confusion.

Marla C.

5/5

We have been clients of Roy Gagaza at Journey Wealth Management for at least 15 years. Roy’s friendly, thorough, and expert service is trusted and much appreciated. Roy is client centered working hard to ensure our assets are safe, making our retirement basically worry free and comfortable. We highly recommend Roy Gagaza. He’s not only our financial advisor, he’s also become a friend.
Craig & Marla Corfiatis

Janice B.

5/5

Two generations of my family have been with Roy for almost as long as he has been in business. He closely follows market trends and shares this information with his clients via weekly emails, seminars and personal annual reviews. The patience and detail he offers is unmatched. If this isn't enough, Roy also employs some very well-trained and talented personnel that just adds to his quality services.

Kathy M.

5/5

We highly recommend Journey Wealth. Roy Gagaza is very professional and knowledgeable and follows market trends and really knows how to treat his clients.
My husband and I have been clients for over 10 years and have trusted him with all of our financial needs.
His entire office staff is very helpful and informative as well. We also enjoy the weekly emails he shares with current market information, seminars, and personal and annual reviews.

Yvonne Y.

5/5

Excellent service ensuring your money is safe! Always looking out for their clients. No fees charge for their services. Give back to clients by offering dinner seminars and fun activities, i.e. catamaran rides, day at the secret island, movies and many more!

Kim M.

5/5

I can't tell you how impressed I am with Roy Gagaza and his staff at Journey Wealth Management in Manteca! If there were more stars, I would definitely give them! I've only been a client for a few months but, with his strategic guidance, I was able to move my corporate retirement contributions and protect them from the volatility of the market in these uncertain times. With retirement just on the horizon, I can now rest easy knowing my retirement funds will continue to grow and never incur any more losses. You get more than just a financial adviser; his knowledge and experience in the industry is vast. He is always just a phone call away. Today I had some questions regarding financial designations within a trust and estate planning and wasn't sure who to call. He took 15 - 20 minutes of his time to help me better understand the process... no attorneys involved! Trust me, you will not be disappointed in your journey! Pun intended!

Mila L.

5/5

We have been with Roy since the early days of his business and have been very satisfied with his knowledge. I highly recommend you team up with Roy if you are looking for a good honest finance planner. Roy and his office staff are like family.

Coreen K.

5/5

Roy is friendly and has super service. He is trusted and very much appreciated. Also his staff are very great and friendly.