
I am so sorry to give this small business a poor review, but I had a very upsetting experience. With high hopes, I signed up for one of their programs, and in the first meeting with the...
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Urban Wealth Management is a boutique wealth management firm located in El Segundo, CA, primarily led by women and designed to support women's financial aspirations in collaboration with men. Their commitment to eliminating asset barrier minimums and adherence to a fiduciary duty ensures that they act in their clients' best interests, fostering trust and collaboration that drives industry change.
The firm offers a range of services, including investment management, financial planning, retirement planning, insurance services, and estate planning. Their focus on financial literacy and client support has been instrumental in achieving numerous milestones and creating positive outcomes for both their clients and the broader community.
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I am so sorry to give this small business a poor review, but I had a very upsetting experience. With high hopes, I signed up for one of their programs, and in the first meeting with the...
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