Left Brain Wealth Management, LLC - Naperville, Illinois

Address: 215 Shuman Blvd #304, Naperville, IL 60563.
Phone: 05179300.
Website: leftbrainwm.com
Specialties: Financial institution, Investment company.
Other points of interest: Identifies as Black-owned, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Free parking lot, On-site parking.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Left Brain Wealth Management, LLC

☎️05179300

⏰ Open Hours of Left Brain Wealth Management, LLC

Monday: 8 AM–4 PM
Tuesday: 8 AM–4 PM
Wednesday: 8 AM–4 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

Overview of Left Brain Wealth Management, LLC

Left Brain Wealth Management, LLC, situated at Address: 215 Shuman Blvd #304, Naperville, IL 60563, stands out as a specialized financial institution and investment company. With a strong focus on serving financial institutions and investment companies, this Black-owned business prides itself on its personalized approach to wealth management. The company is accessible and welcoming, offering onsite services, a wheelchair-accessible entrance, parking, and a free parking lot for convenience.

Key Features

Specialties: They excel in financial institutions and investment companies, ensuring tailored services that meet specific needs.
Onsite Services: Clients can receive expert advice without leaving their premises.
Accessibility: The office is fully wheelchair accessible, demonstrating their commitment to inclusivity.
Parking: Not only does Left Brain Wealth Management offer a free parking lot, but it also has ample space for all visitors.

Information for Prospective Clients

For those considering working with Left Brain Wealth Management, it's essential to note their impressive online presence. With 20 reviews on Google My Business and an average rating of 5/5, potential clients can feel confident in the quality of service provided. The company's glowing feedback suggests a history of building strong, lasting relationships with their clients, characterized by responsiveness, solid results, and a genuine prioritization of client needs.

Why Choose Left Brain Wealth Management

Choosing Left Brain Wealth Management means partnering with a company that not only understands the complexities of financial management but also values the individuality of each client. Here are some key points to consider:

Expertise: Specializing in financial institutions and investment companies means they have a deep understanding of these sectors.
Client-Centric: Their approach is personalized, ensuring that each client's unique financial situation is addressed effectively.
Accessibility: With onsite services and a wheelchair-friendly environment, they make it easy for everyone to access their expertise.
Positive Reputation: The high client satisfaction rate, evident from the numerous positive reviews, speaks volumes about their service quality.

Getting in Touch

If you're looking to elevate your financial management or investment strategy, visit their website at leftbrainwm.com or call them directly at 05179300 to schedule a consultation. Their commitment to providing exceptional wealth management services, combined with their inviting, accessible office, makes Left Brain Wealth Management, LLC a standout choice for anyone seeking to grow and protect their wealth.

👍 Reviews of Left Brain Wealth Management, LLC

Left Brain Wealth Management, LLC - Naperville, Illinois

Marty M.

5/5

My wife and I have been working with Left Brain for the past two years, and we've been extremely satisfied with their service. They’ve been very responsive to our needs and have consistently provided solid results. It's clear they prioritize their clients and take a personalized approach to investment management. We're happy we chose them and look forward to continuing our partnership!

Sharmistha B.

5/5

My husband and I have worked with Left Brain Wealth Management for several years and have had a wonderful experience. Noland and his team are always available to answer our questions and really take the time to explain things in everyday language. Our investments have grown significantly and at a pace we are comfortable with. We highly recommend Left Brain Wealth Management.

B&W

5/5

Left Brain Wealth Management has been an incredible partner in managing our portfolio and guiding us toward financial success. Their team's dedication to providing exceptional service and their commitment to helping us make informed decisions have truly set them apart. From personalized strategies to insightful advice, they've consistently exceeded our expectations. I highly recommend Left Brain Wealth Management to anyone seeking expert financial guidance and wealth-building solutions.

Kathryn H.

5/5

I have been working with Left Brain for over a year. What intrigued me upon meeting them was their attention to me as an individual and my specific financial goals. They patiently explained their philosophy and tactics which would be used to help achieve my desired results. Upon taking responsibility for my portfolio, Brian Dress and Freddy Garcia have kept me updated and informed of what they would like to change about my portfolio and how they would do so; always keeping me abreast of things like possible tax consequences and impact on other areas of my portfolio that they don’t manage.
I highly recommend Left Brain to anyone seeking advice or help with managing their investment portfolio, especially in today’s rapidly changing, and often times confusing markets.

Robert H.

5/5

We have been clients of Left Brain Wealth Management for at least 15 years. Their attention to your investment needs and requirements is unequaled. We have experienced a very successful portfolio throughout our tenure with Wealth Management. Their knowledge and advice relative to market trends can always be trusted.

If you are looking for a group to manage your investments and or retirement accounts, I would look no further than Left Brain.

E.A. R.

5/5

LBWM has been my financial advisor for a while now. Not only is Noland and his staff very friendly, knowledgeable, and professional, they are very attentive to my individual needs. They understand your investment appetite and recommend the appropriate strategies for my portfolio. They are so responsive to emails, questions,etc. I am no financial wiz but I feel very confident in placing my financial future in LBWM's hands. I would highly recommend them!

Darlene R.

5/5

Noland and the team at Left Brain Wealth Management are truly 'As Advertised'. We are so grateful to work with such a knowledgeable and trustworthy team. We were managing our own portfolio and using other resources but switched gears to grow with this amazing wealth management company. They took time upfront to consult, collaborate and customize a plan for us with great clarity to ensure it would meet our goals. They have continued with the same consistency (time and attention) and energy throughout our time working with them. We appreciate their advisory and value their guidance. A recommendation goes without saying... if you want to work with a team of professionals to grow your financial portfolio, reach out to the amazing team at Left Brain Wealth Management. THANK YOU, Noland, Marina, and Brian!!! Darlene & Samir

Charles L.

5/5

We have worked with Left Brain Wealth Management since its inception and have always been very pleased with their handling of our financial investments. Further they are very helpful in providing us with information to assist us in making financial decisions. Noland Langford and his team of knowledgeable financial analysts always have good ideas and are looking forward to help maximize the performance of our investments, even in difficult times. His entire staff have been very helpful for us in managing our money transfers as needed and providing good options to us. We highly recommend LBWM as great financial advisors.