Lula Financial - Oakland, California

Lula Financial, located at Address: 66 Franklin St 3rd Floor, Oakland, CA 94607, United States, is a financial planning firm that specializes in providing financial advice and planning services. You can easily contact them at Phone: 4156375087 or visit their website at Website: lulafinancial.com.

At Lula Financial, their team of experts can help you create a customized financial plan that suits your unique needs and goals. As a financial planner, they offer a range of services such as retirement planning, investment management, tax planning, and estate planning. With their expertise, you can feel confident that your financial future is in good hands.

One of the standout features of Lula Financial is their accessibility. They offer online appointments making it easy for you to schedule a consultation from the comfort of your own home. Additionally, their office is wheelchair-accessible, with a car park, entrance, and toilet that can accommodate individuals with mobility challenges. This level of accessibility is a testament to their commitment to providing excellent service to all their clients.

Lula Financial has received numerous positive reviews from their clients, with a average opinion of 4.2/5 based on 20 reviews on Google My Business. These reviews speak to the high level of service and expertise that Lula Financial provides, making them a top choice for financial planning services in Oakland, CA.

When visiting Lula Financial, it's recommended to bring any relevant financial documents such as tax returns, investment statements, and financial statements. This will help their team of experts get a better understanding of your financial situation and create a more accurate and effective financial plan for you.

Reviews of Lula Financial

elanita korian

5/5

We've been working with Benjamin for the last 2ish years and highly recommend him. He is thorough, patient, knowledgeable, and kind. Talking about finances and future financial decisions are hard topics but after ever session I'm always grateful for his help, knowledge, and pumped for the next 6 months review appointment.

Stephen Ripley

5/5

Despite the recent bagelgeddon controversy, Ben has proven to be an outstanding and incredibly effective financial advisor. Talking finances with people is hard; Ben uses humor and wit to help diffuse the tension around your finances. I would highly recommend Ben to anyone that is interested in establishing a sound, long term financial plan.

Rina Patton

5/5

I spoke with Benjamin and he was amazing. He made everything extremely simple and easy for me to understand.I cant wait to get my financials in order here with them

Troy Turriate

5/5

Helped me completely restructure my finances in a way that way easy to understand and execute. Wish I would have done this years ago!

Darrell Jones III

5/5

Astute financial advice. I send all my folks asking money questions to Lula Financial

Jason ...

5/5

This guy knows what he's talking about and you'll have more money if you do what he says.

Joe Garvey

5/5

Best financial advice of my life

Randall Comer

5/5

He helped me!