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Augustus Wealth
Augustus Wealth: Personalized financial guidance with big‑firm sophistication.
5
Business
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Augustus Wealth: Personalized financial guidance with big‑firm sophistication.
Augustus Wealth in Long Beach provides finance consulting with a client-focused approach and the polish of a large firm. Reviews highlight personalized service and sophisticated guidance, along with Derek’s diligent retirement account management. Clients report clear updates on key investment decisions and notable account growth, describing the team as professional, knowledgeable, and highly trusted.
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Comprehensive strategies to manage and grow retirement accounts for a secure post-career life.
Expert oversight of investment portfolios with informed decisions to maximize returns and minimize risk.
Personalized financial guidance tailored to individual goals for long-term wealth accumulation and protection.
One-on-one sessions to assess financial needs and develop customized plans for future security.
Continuous tracking and updates on investment performance to keep clients informed and engaged.
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Overall rating
Peter Hsu
After my retirement in 2022, I was actively looking for a competent financial advisor to manage my retirement account. I am glad that I was able to hire Derek of Augustus Wealth as my financial advisor. He works deligently and always keeps me informed of key investment decisions on my account. Since he took over the management duty, the account has grown more than what I have expected. I am very happy to have Derek as my financial advisor and would not hesitate to refer him to my relatives and friends.
Chris Richey
Cannot find the words to express our appreciation and support of this organization. We have known Derek since he first started and have never been disappointed. Very professional always and extremely knowledgeable. Please support this great company.
Don Jergler
So glad our finances are in their hands. They give personalized service, but have a big firm sophistication.
