Eureka Wealth Management -

Eureka Wealth Management is a financial planning and investment service located in La Quinta, California. Their address is 78770 Calle Tampico, Suite 205, La Quinta, CA 92253. You can reach them by phone at 7605370791. Their website, eurekawealthmanagement.com, provides information about their services, including financial planning, consulting, insurance brokerage, and investment services.

Eureka Wealth Management is known for their personalized and comprehensive approach to financial planning. They work closely with their clients to understand their financial goals, risk tolerance, and investment preferences. Based on this information, they develop a customized financial plan that includes investment recommendations, insurance coverage, and retirement planning strategies.

Their team of financial advisors and consultants are experienced and knowledgeable in the financial industry, with a commitment to provide the best financial advice and service to their clients. They are dedicated to building long-term relationships with their clients, and are proud to be a trusted financial partner for individuals and families in La Quinta and the surrounding areas.

One of the unique features of Eureka Wealth Management is their online appointment system, allowing clients to schedule appointments at their convenience. They are also proud to be an LGBTQ+ friendly business, and recommend making an appointment to ensure you receive the personalized attention you deserve.

Eureka Wealth Management has received 7 reviews on Google My Business, with an average rating of 5/5. This is a testament to their commitment to providing excellent financial planning and investment services to their clients.

Reviews of Eureka Wealth Management

Bruce Davis

5/5

Matthew is really concentrated on my needs, interests, and financial goals. He is very present, bright and understanding as together we determine financial goals and what investments work best for me and my family. Very happy to have found Matthew as my financial adviser.

Michael Reisch

5/5

Matthew answered all my questions and also answered questions I didn't know I had. Felt very trustworthy and knowledgeable. Will definitely look forward to working with him more in the future!

Ruth Davis

5/5

Matthew gives the personal professional attention everyone would want from a financial adviser.

Alex Bochkov

5/5

Brant Greene

5/5

Jim Rosenau

5/5

Gwenievere Maria

5/5