Journey Wealth Management, LLC - Manteca, California

Address: 903 W Center St #7, Manteca, CA 95337, United States.
Phone: 2098258888.
Website: journeywlthmanagement.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Journey Wealth Management, LLC

☎️2098258888

⏰ Open Hours of Journey Wealth Management, LLC

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Conoce a Journey Wealth Management, LLC: Una Empresa de Consultoría Financiera de Confianza

Journey Wealth Management, LLC es una empresa de consultoría financiera con sede en Manteca, California, Estados Unidos. La empresa se encuentra ubicada en Address: 903 W Center St #7, Manteca, CA 95337, United States.

Características y Especialidades

Journey Wealth Management, LLC ofrece servicios de consultoría financiera y planificación financiera personalizados a sus clientes. Su equipo de expertos en finanzas está comprometido con brindar asesoramiento y orientación para ayudar a las personas a alcanzar sus objetivos financieros. Algunas de las especialidades de la empresa incluyen:

Consultoría financiera

Planificación financiera

Ubicación y Accesibilidad

La empresa tiene una ubicación accesible para personas con discapacidad, con un parking de vehículos con acceso a personas con discapacidad y una entrada y baño accesibles para garantizar la comodidad de todos los clientes.

Información de Contacto

Para obtener más información o programar una cita, puede contactar a Journey Wealth Management, LLC por teléfono al 2098258888 o visitar su página web en journeywlthmanagement.com.

Opiniones y Reputación

Journey Wealth Management, LLC ha recibido opiniones positivas de sus clientes, quienes elogian la confianza y el apoyo que la empresa brinda. Algunos clientes han mencionado que se sienten como parte de la familia y que la empresa es instrumental en la toma de decisiones financieras. Además, la empresa ha demostrado ser especialmente útil en momentos difíciles, como en el caso de un fallecimiento familiar, donde trabajó para resolver los asuntos financieros de manera eficiente y con profesionalismo.

Recomendación Final

Si está buscando una empresa de consultoría financiera confiable y personalizada, Journey Wealth Management, LLC es una excelente opción. Con su equipo de expertos en finanzas y su ubicación accesible, es una excelente elección para aquellos que buscan planificar y gestionar sus finanzas de manera efectiva. Visite su página web y contacte con ellos para obtener más información y programar una cita.

👍 Reviews of Journey Wealth Management, LLC

Journey Wealth Management, LLC - Manteca, California

Ted H.

5/5

I have complete confidence with Roy Gagaza and his team. I totally trust their recommendations and would recommend them to anyone worried about securing their financial resources. I have previously had another financial advisor, but Roy constantly shows his genuine concern for his client…like they are family. He was instrumental with saving significantly funds during the 2022 downturn of the securities market.
In addition, when my wife passed away in January, Roy and his team worked all the necessary actions in settling her accounts… sparing me a lot of stress and confusion.

Yvonne Y.

5/5

Excellent service ensuring your money is safe! Always looking out for their clients. No fees charge for their services. Give back to clients by offering dinner seminars and fun activities, i.e. catamaran rides, day at the secret island, movies and many more!

Janice B.

5/5

Two generations of my family have been with Roy for almost as long as he has been in business. He closely follows market trends and shares this information with his clients via weekly emails, seminars and personal annual reviews. The patience and detail he offers is unmatched. If this isn't enough, Roy also employs some very well-trained and talented personnel that just adds to his quality services.

Marla C.

5/5

We have been clients of Roy Gagaza at Journey Wealth Management for at least 15 years. Roy’s friendly, thorough, and expert service is trusted and much appreciated. Roy is client centered working hard to ensure our assets are safe, making our retirement basically worry free and comfortable. We highly recommend Roy Gagaza. He’s not only our financial advisor, he’s also become a friend.
Craig & Marla Corfiatis

Kathy M.

5/5

We highly recommend Journey Wealth. Roy Gagaza is very professional and knowledgeable and follows market trends and really knows how to treat his clients.
My husband and I have been clients for over 10 years and have trusted him with all of our financial needs.
His entire office staff is very helpful and informative as well. We also enjoy the weekly emails he shares with current market information, seminars, and personal and annual reviews.

Kim M.

5/5

I can't tell you how impressed I am with Roy Gagaza and his staff at Journey Wealth Management in Manteca! If there were more stars, I would definitely give them! I've only been a client for a few months but, with his strategic guidance, I was able to move my corporate retirement contributions and protect them from the volatility of the market in these uncertain times. With retirement just on the horizon, I can now rest easy knowing my retirement funds will continue to grow and never incur any more losses. You get more than just a financial adviser; his knowledge and experience in the industry is vast. He is always just a phone call away. Today I had some questions regarding financial designations within a trust and estate planning and wasn't sure who to call. He took 15 - 20 minutes of his time to help me better understand the process... no attorneys involved! Trust me, you will not be disappointed in your journey! Pun intended!

Mila L.

5/5

We have been with Roy since the early days of his business and have been very satisfied with his knowledge. I highly recommend you team up with Roy if you are looking for a good honest finance planner. Roy and his office staff are like family.

Coreen K.

5/5

Roy is friendly and has super service. He is trusted and very much appreciated. Also his staff are very great and friendly.