Wealth Management Partners of Los Angeles, Inc. - Encino, California

Address: 15760 Ventura Blvd # 700, Encino, CA 91436, United States.
Phone: 8186006614.
Website: wmplainc.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment bank, Investment service.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free of charge street parking, Paid multi-storey car park, Paid parking lot, Paid street parking.
Opinions: This company has 60 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wealth Management Partners of Los Angeles, Inc.

Wealth Management Partners of Los Angeles, Inc. 15760 Ventura Blvd # 700, Encino, CA 91436, United States

⏰ Open Hours of Wealth Management Partners of Los Angeles, Inc.

  • Monday: 8 AM–8 PM
  • Tuesday: 8 AM–8 PM
  • Wednesday: 8 AM–8 PM
  • Thursday: 8 AM–8 PM
  • Friday: 8 AM–8 PM
  • Saturday: 10 AM–6 PM
  • Sunday: 1–5 PM

Wealth Management Partners of Los Angeles, Inc. is a renowned financial institution located at Address: 15760 Ventura Blvd # 700, Encino, CA 91436, United States. The company can be reached at Phone: 8186006614. Their website, Website: wmplainc.com, offers comprehensive information about their services.

The firm specializes in financial planning, financial consulting, investment banking, and investment services. They provide a wide range of financial solutions tailored to meet the unique needs of their clients. Their team of experienced financial advisors works closely with clients to help them achieve their financial goals.

One of the key features of Wealth Management Partners of Los Angeles, Inc. is their commitment to providing accessible services. They offer online appointments, on-site services, and language assistance to ensure that all clients can access their services. The firm is also wheelchair-accessible, with wheelchair-accessible car parks, entrances, and toilets. They provide gender-neutral toilets and are a LGBTQ+ friendly and transgender safe space. Appointments are required, but they recommend making appointments in advance.

In terms of parking, there is free of charge street parking available, as well as paid multi-storey car parks, paid parking lots, and paid street parking.

Wealth Management Partners of Los Angeles, Inc. has received an impressive average opinion: 5/5 from 60 reviews on Google My Business.

👍 Reviews of Wealth Management Partners of Los Angeles, Inc.

Wealth Management Partners of Los Angeles, Inc. - Encino, California
Shannon Hickey
5/5

I was looking for a financial advisor/debt relief services and left a voicemail with Alec, he reached back out almost immediately! After getting some information from me, he very nicely explained that he doesn’t usually work with my personal situation, but still offered to give me some advice on what I could do moving forward. He was very professional, and gave me some great advice on my steps moving forward. I will still be looking for an advisor that fits my personal situation but Alec was fantastic and went out of his way to provide me with helpful guidance on my situation when he didn’t have to. Definitely recommend Alec to anyone looking to achieve their financial goals- and thank you Alec for taking the time to answer and provide me with incredibly helpful information when you didn’t have to!

Wealth Management Partners of Los Angeles, Inc. - Encino, California
Manu R
5/5

Alec was very knowledgeable and gave me good advice! He was very relatable and easy to understand, with safe, smart strategies.

Wealth Management Partners of Los Angeles, Inc. - Encino, California
Antonia Reyes
5/5

Alec Truckman Review
Student Loans:
I’m a first-generation licensed California attorney. And guess what? I have what can amount to a home mortgage worth of student loans. There was no planning for my future. Frankly, the idea of being a licensed attorney was unthinkable. But thanks to my parent's work ethic and example, I learned that hard work pays off. It’s not easy, but it will surely pay off.
Well, I’m now at the stage where I need to plan and strategize for to pay off my student loans. I was connected to Alec Truckman through the Ramsey trusted partners. Thank you, Alec for your time! Alec asked me about my goals, and he talked to me about options and solutions to take the steps toward paying off my student loans. No judgment. Just support. He’s helped me plan and helped me realize that there’s a manageable way to chip away at my student loans.
Thank you, Alec!

Wealth Management Partners of Los Angeles, Inc. - Encino, California
mad max
5/5

Needed to have a quick and informative consultation and got exactly what I needed. They give you solid advice that’s straight to the point and easy to understand. Overall really good customer service and it was greatly appreciated.

Wealth Management Partners of Los Angeles, Inc. - Encino, California
Joe Kim
5/5

Very knowledgeable and honest. He was able to grab a snapshot of my current situation and give me his professional opinion on how to prioritize my needs in terms of immediacy and importance. He answered my questions regarding retirement and investing and offered insightful advice on how to move forward. I look forward to working with him.

Wealth Management Partners of Los Angeles, Inc. - Encino, California
Ramon Godoy
5/5

Loved my experience with this group. They were grounded and had a common sense approach. They were patient with us. Answered our questions. I felt like only wanted the best for my family and I. They did not pressure us in the slightest. Highly recommend them!

Wealth Management Partners of Los Angeles, Inc. - Encino, California
Justin Carson
5/5

Friendly group of precessional and very quick to help! I learned more about my financial position in a 10 minute phone call then years of research.

Wealth Management Partners of Los Angeles, Inc. - Encino, California
Jami V
5/5

After being jerked around by a previous advisor who made all recommendations that benefited him, I was at my wits end. Though his resume and client base looked all glamorous, he could give a rats about his clients. Our accounts made very little gains and basically went nowhere.

And then we found Alec Tuckman. His resume is better than glamorous. It's the kind of experience that makes you feel like he's financial royalty and yet he never acts like it! He was with a different firm back then. We followed him when he started Wealth Management Partners. He has been our financial advisor for 6 years now. With him, we always feel so supported and grateful to have found him. There are never any conflicts of interest in what he recommends.

Even when we aren't putting money into our retirement accounts (we've had to pause for financial reasons due to other self directed investment projects or getting in over our heads a few times), he is still available to have meetings and help with whatever we want to figure out, including changing our strategy depending on how much risk we want to take on at the time. Our accounts have made consistent gains and Alec reaches out to explain the market with words of encouragement or reassurance when the market is taking a downturn. We especially love his newsletters. His dedication to education is unmatched. It's a bonus that he treats us like family!

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