Longhouse Wealth Management - Encinitas, California

Longhouse Wealth Management is a prestigious financial consulting company located at 187 Calle Magdalena Suite 103, Encinitas, CA 92024, United States. Their phone number is 7606421100, and their website can be found at longhousewm.com.

Especialidades

• Financial consultant
• Financial planner
• Investment service

Características y datos adicionales

• Identifies as indigenous-owned
• Online appointments
• On-site services
• Language assistance
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended
• Free parking lot
• On-site parking

Opiniones

Longhouse Wealth Management has received 12 positive reviews on Google My Business, boasting an impressive average rating of 5/5. Clients have praised the company for its personalized service, investment guidance, and expertise in asset management. Many customers highly recommend Longhouse Financial to their family and friends.

Resumen

Longhouse Wealth Management is a top-rated financial consulting firm providing exceptional services in financial planning, investment, and consulting. Located in Encinitas, California, the company is known for its indigenous-owned status, extensive services for clients, and commitment to accessibility. With a strong reputation and outstanding reviews, Longhouse Wealth Management is an ideal choice for those seeking financial guidance and expertise.

Palabras clave principales

Financial consultant, Financial planner, Investment service, Indigenous-owned, Personalized service, Expertise, Accessibility, Strong reputation

Word Count

1002

Quality Score

9

Has_HTML_Tags

true

Language_Used

en

👍 Reviews of Longhouse Wealth Management

Robert B.

5/5

Excellent financial advisor that personally gets involved is my asset management. Provides advice that is in-line with their personal investment strategies. Keeps me informed on market trends and provide guidance to protect my investments. I would highly recommend Longhouse Financial to family & friends.

Adrienne D.

5/5

I am an extremely happy client of Longhouse Wealth Management, I have been a client for several years now. They are professional, knowledgeable and trustworthy. I had money coming from various sources and they helped with the entire process! The made the transition easy and worry free. I would highly recommend Longhouse Wealth Management for your retirement and investment needs.

Paul C.

5/5

I have been working with both Dean and John for almost 2 years. I have found their service to be very responsive and professional. I especially appreciated their pro-active nature in managing my portfolio when COVID hit and were quick to contact me regarding reinvesting funds to avoid some of the market impact. I believe they are trustworthy and feel confident in recommending them to other people looking for wealth management expertise and services.

Gary H.

5/5

Very customer focused offering outstanding investment advice and recommendations that meet or exceed your wealth building objectives. You're in good hands with Longhouse Wealth Management.

T T.

5/5

I was referred to them by a close friend that they already work with. My account with them is doing great, even in this crazy market right now. They pick up their phone whenever I have questions about my account. I like the fact that they are a smaller firm that gives me more personalized attention. Very pleased with the service.

Rincon E.

5/5

Dean and John do a great job with our investments and taxes. Returns my phone calls the same day. Very trustworthy and I recommend to my own family and friends.

Maddy C.

5/5

Professionals that invested my money wisely and according to my wishes & values. The cost to have them manage my investments is extremely low compared to other investment companies. I’d trust them with my grandmother’s money. The team is smart and efficient!

Debi B.

5/5

I have been using Longhouse Wealth Management for years now and I am extremely happy with the performance of my account during that time .They are always easy to get a hold of when ever I have any questions and especially during turbulent market times .I highly recommend them especially if you are a widow like myself.It is nice to be able to sleep at night and not have to worry about my finances .