Lula Financial - Oakland, California

Overview of Lula Financial

Located at 66 Franklin St, 3rd Floor, Oakland, CA 94607, United States, Lula Financial stands out as a dedicated financial planning service. With a phone number of 415-637-5087 and a website available at lulafinancial.com, this company is easily accessible for those seeking professional financial guidance. Lula Financial specializes in offering comprehensive financial planning services, ensuring clients are well-equipped for their financial future.

Key Features and Accessibility

Lula Financial prides itself on its online appointments, making it convenient for clients to schedule sessions without the need to visit physically. The office is not only wheelchair-accessible, featuring a car park, entrance, and toilet that accommodate individuals with mobility needs, but also ensures a welcoming environment for all visitors. These thoughtful amenities reflect the company's commitment to inclusivity and accessibility.

Client Experience and Expertise

Based on the average opinion of 4.2/5 from 20 reviews on Google My Business, it's clear that Lula Financial delivers exceptional service. Clients consistently praise the thoroughness, patience, and deep knowledge of their financial advisors. For instance, one commendation highlights a relationship spanning over two years, underscoring the trust and satisfaction clients have in the firm's services. The recommendations for appointment scheduling and the emphasis on the importance of a consultation suggest that Lula Financial values long-term, personalized financial planning over quick fixes.

Recommendation for Potential Clients

For anyone considering their financial future, Lula Financial offers a compelling opportunity for expert guidance. Their approach, characterized by thorough planning and personalized care, promises not just short-term solutions but a solid foundation for long-term financial health. Given the positive feedback and the accessible services, including online appointments and wheelchair-accessible facilities, Lula Financial is a firm to consider for anyone looking to secure their financial future. To explore how Lula Financial can assist you, we highly encourage you to visit their website or contact them directly via their phone number. Taking the first step towards professional financial advice could be the pivotal move towards achieving your financial goals.

This structured response highlights the key aspects of Lula Financial, including its location, accessibility, services, client reviews, and offers a compelling reason for potential clients to consider reaching out to them. The use of

👍 Reviews of Lula Financial

elanita K.

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 R.

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 P.

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 T.

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 J. I.

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 G.

5/5

Best financial advice of my life

Randall C.

5/5

He helped me!