Urban Wealth Management Group - El Segundo, California

Urban Wealth Management Group is an investment company, financial planner, and insurance company that prides itself on being a Black-owned and women-owned business. They are located at Address: 841 Apollo St #320, El Segundo, CA 90245, United States. You can easily get in touch with them by phone at 4242772260 or visit their website at urbanwm.com for more information.

This company specializes in providing financial planning, investment management, and insurance services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through customized solutions. They offer a wide range of services including retirement planning, estate planning, tax planning, and investment management.

One of the unique features of Urban Wealth Management Group is their commitment to diversity and inclusion. They identify as a Black-owned and women-owned business and provide a safe and welcoming environment for the LGBTQ+ community. Their office is wheelchair-accessible, making it easy for everyone to visit and receive their services.

Urban Wealth Management Group has excellent reviews on Google My Business, with an average rating of 5/5 from 12 reviews. This is a testament to the high-quality services they provide and the level of satisfaction their clients have experienced.

If you are looking for a financial planner, investment company, or insurance company, Urban Wealth Management Group is an excellent choice. Their team of professionals is dedicated to helping you achieve your financial goals through customized solutions. They offer on-site services, online appointments, and a wheelchair-accessible office, making it easy for everyone to receive their services.

Reviews of Urban Wealth Management Group

Clara Youngblood

5/5

Melanie has been my trusted financial advisor since 2017. The authenticity and compassion she brings to our financial relationship are extremely therapeutic. I have learned so much from her and have built up a strong muscle when it comes to my finances and future. I pray she is able to impact so many more people through Urban Wealth Management and continues to create a trusting environment.

Joanne Lee

5/5

I have been a client of Rene Nourse for over 30 years since I started my career! She listens, cares, and shares her advice and guides me to a better understanding of preparing for retirement. April, Rene's Sr. Registered Associate is outstanding and always responsive. As my career and life took me to different states I have continued my relationship with Rene. Now I live on the east coast. Rene's knowledge and expertise have allowed me to be financially independent. She is not only my wealth manager she is my friend.

Kimberly Diggles

5/5

I started working with Melanie at the start of the year in just 5 short months, I already feel so much more comfortable with my finances and our plan for reaching my long-term goals. I was looking for someone who not only had an expertise in financial advising, but someone who would also be able to provide an individualized personal experience. That's exactly what've I've gotten!

Maria Skilbred

5/5

I hired Millu Ramirez from UWM as my personal financial planner. After reviewing my financial statements, she helped me to set achievable short-term and long-term financial goals. I am thankful that I was able to find someone trustworthy, who deeply cared about my future. I highly recommend Millu as a Financial Planner to anyone who is serious about their financial future.

Norie Roeder

5/5

Millu Ramirez has helped me with financial planning for several years now. She has helped me to work towards achieving my long-term financial goals. I would not hesitate to recommend Millu Ramirez or any of the staff of Urban Wealth Management.

Rachelle Kim

5/5

At the start of the pandemic, I wanted to take initiative and get better control of my financial situation. I got set up with Millu Ramirez. Millu has helped me set financial goals for paying down my student loan debt as well as invest for the future. Finances can be a touchy, personal, and sensitive subject but it was easy to navigate and delve into my situation with Millu. Millu remembers personal details and sends cards/gift mementos which is also a nice touch. She is pleasant to work with and disciplined me (in a nice way) to set myself up financial success. I also appreciate that UWM is a BIPOC female owned financial services business. Thanks UWM and Millu!

Rozine theArtist

5/5

UWM compassionately helped me manage my finances when cancer turned my investments into an emergency fund. Before that, my desires and wishes were always listened to and heard. Lastly, the workshops, seminars, articles, and online presences are invaluable! Such a great resource, geared towards women, made by women. Highly recommend.

Jeri Pauloski

5/5

I've been with Rene and April since way before UWM. They are responsive, receptive and professional. I can count on Rene to give good advice and April to provide prompt response to my needs. You won't find higher integrity anywhere.