Lula Financial

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501 Congress Ave

Austin, TX 78701

+1 (714) 743-4630

https://www.lulafinancial.com

Lula Financial is a financial planning firm based in Austin, TX, offering comprehensive services to individuals and couples who may not typically enjoy or understand financial planning. Their team of fiduciaries and fee-only advisors work closely with clients to assess their current financial situation, identify their goals, and create personalized plans to help them achieve financial security and success.

With a focus on retirement planning, budgeting, home buying, tax guidance, and more, Lula Financial aims to guide clients through the complexities of financial management, providing ongoing advising and support to ensure their clients stay on track. By following their tailored plans, individuals and couples can confidently navigate their financial journey, while those who choose not to may face the risk of a less secure future.

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Reviews

5.07 reviews

Everett A.

5/6/2021

I was super hesitant about reaching out for financial advice but had specific issues that my mighty Google skills just weren't able to answer. I spoke with another advisor from a different firm...

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Nicole B.

2/27/2024

When I was first looking for a financial advisor, I was met with a lot of stuffy folks in suits ready to tell me what to do with my money. Then I met Amie at Lula Financial who was easy to talk...

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Ben B.

3/25/2021

Im super happy to have found Ben at Lula, I've always had interest in carrying crypto and where that should stand in my asset strategy but wasn't sure how to incorporate it and think about overall...

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Darrell J.

5/27/2021

My background is mostly in real estate but I wanted to diversify some of my assets into the stock market. Benjamin gave me a quick crash course in index funds and set me up at Vanguard. He was...

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Joe G.

5/28/2021

I was skeptical about financial advisors but I met Benjamin at Lula recently and wished I would have done it sooner. We ended up taking a deep dive into my finances and now I feel much better...

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