Kas M.
6/9/2019
I heard of Marie-Wealth Management on KJLH Front Page radio station a few times over the years. I had been doing my taxes myself using Turbo Tax for the last 3 or 4 years. For 2018, I began...
Wealth Management Financial Advisors
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(6)
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3701 Long Beach Blvd Ste 100
Long Beach, CA 90807
Wealth Management Financial Advisors, located in Long Beach, CA, specializes in comprehensive financial services for individuals and businesses, including tax preparation, wealth building, and small business finance solutions. Their experienced team is dedicated to keeping clients informed about changes in tax laws and helping them maximize their financial potential while ensuring compliance with federal and state regulations.
Offering a range of resources such as webinars, e-books, and financial consultations, the firm aims to empower clients with knowledge and tools necessary for effective money management. They emphasize personalized service and a commitment to integrity, ensuring clients receive tailored solutions to meet their unique financial needs.
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Reviews
3.06 reviewsFelecia R.
1/22/2023
Sharing to current and potential clients for Marie Deary at Wealth Management Financial Advisors. In 2019 Marie Deary was asked and paid to complete three taxes and close out a partnership. She...
Valerie H.
11/3/2021
She is a scam. Targets black business but only concerned about her money. Avoid for real. Do not attend any webinar try to do things yourself and find your own information. My application was...
Daven T.
11/20/2018
There was no room for no stars, so this one star is to reflect minus one star. I regretfully share, others beware. I was following links on KJLH to find a community business celebrating its 35th...
Dulce P.
2/28/2019
Marie one of the best Financial Advisors in Long Beach always teaching money rules and their staff &service, people that actually care about providing great customer service and going the extra...
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