Journey Wealth Management, LLC - Manteca, California

Journey Wealth Management, LLC

Journey Wealth Management, LLC is a reputable financial consultancy located at 903 W Center St #7, Manteca, CA 95337. The company specializes in providing expert financial planning and consultancy services. Roy Gagaza and his dedicated team of professionals have earned a stellar reputation for their genuine concern and personalized approach to each client, treating them like family.

Specialties

• Financial consultant
• Financial planner

Other points of interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

With a 5/5 average rating based on 9 reviews on Google My Business, Journey Wealth Management, LLC has consistently delivered exceptional service, especially during challenging times like the 2022 downturn of the securities market where they helped clients save significantly. Their clients also appreciate the team's efficiency in handling account settlements during difficult personal circumstances, such as the loss of a loved one. This level of care and dedication to their clients sets Journey Wealth Management, LLC apart from other financial consultancies in the area. Whether you are looking to secure your financial future or need guidance on investment strategies, Roy Gagaza and his team are highly recommended for their expertise and personalized support.

👍 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.

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!

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.

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

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.

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.