Longhouse Wealth Management - Encinitas, California

Longhouse Wealth Management is a financial consulting firm that specializes in financial planning and investment services. They are proudly identified as an indigenous-owned business and are committed to providing personalized financial solutions to their clients. The company is located at Address: 187 Calle Magdalena Suite 103, Encinitas, CA 92024, United States.

When you visit their office, you will find that they have wheelchair-accessible parking, entrance, seating, and toilet facilities, making it easy for people with mobility challenges to access their services. You can make an appointment by calling Phone: 7606421100, and they recommend that you make an appointment to ensure that you receive their full attention.

Longhouse Wealth Management has a professional and dedicated team of financial consultants who can help you achieve your financial goals. They offer on-site services and online appointments, giving you the flexibility to choose the option that suits you best. Their specialties include financial consulting, financial planning, and investment services, and they have received excellent reviews from their clients.

The company has 8 reviews on Google My Business, with an average opinion of 5/5. These reviews speak highly of their professionalism, expertise, and dedication to providing personalized financial solutions. Here are some of the things that their clients have said about them:

Longhouse Wealth Management is an exceptional financial consulting firm. They take the time to understand my financial goals and provide me with personalized solutions that have helped me achieve my financial objectives.
I highly recommend Longhouse Wealth Management. Their team of financial consultants is knowledgeable, professional, and committed to providing the best possible service.
* Longhouse Wealth Management is an outstanding financial planning firm. They have helped me make informed investment decisions and have provided me with valuable advice on how to manage my finances.

If you are looking for a reliable and professional financial consulting firm, look no further than Longhouse Wealth Management. Their expertise, dedication, and personalized approach make them the ideal choice for anyone seeking financial planning and investment services. You can learn more about the company by visiting their website at Website: longhousewm.com. We highly recommend that you contact them today to schedule an appointment and take the first step towards achieving your financial goals.

Reviews of Longhouse Wealth Management

Adrienne Doidge

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 Collas

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 Haugh

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 Turner

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 Education

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.

Adam Pincock

5/5

I am very pleased with the professional service I am getting with Longhouse Wealth Management. They are very personable and clearly communicate with me on a regular basis. I look forward to many successful years with Longhouse!!

Maddy Chatelle

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!

Mark Steska

5/5

They work closely with you and invest according to you age and circumstances. Very responsive to your needs and adjust to market conditions as needed . Devise long term strategies for money growth without taking unnecessary risks. Would highly recommend.