Augustus Wealth

Name: Augustus Wealth
Address: 3780 Kilroy Airport Way, Long Beach, CA, 90806, US
Telephone: (562) 270-0045
Price range: $$$
Rating: 5

Augustus Wealth: Personalized financial guidance with big‑firm sophistication.

5(3 reviews)

financial-advising

$$$

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About

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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Location

3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, USA

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Information

3780 Kilroy Airport Way

Long Beach, CA, 90806

(562) 270-0045 www.augustuswealth.com/

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Services

Retirement Planning

Comprehensive strategies to manage and grow retirement accounts for a secure post-career life.

Investment Management

Expert oversight of investment portfolios with informed decisions to maximize returns and minimize risk.

Wealth Advisory

Personalized financial guidance tailored to individual goals for long-term wealth accumulation and protection.

Financial Consultation

One-on-one sessions to assess financial needs and develop customized plans for future security.

Account Monitoring

Continuous tracking and updates on investment performance to keep clients informed and engaged.

5.00 · 3 reviews

Overall rating

Peter Hsu

via Google

· 3 years ago

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

via Google

· 3 years ago

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

via Google

· 3 years ago

So glad our finances are in their hands. They give personalized service, but have a big firm sophistication.

Lbc Tax Services, a finance-focused establishment in Long Beach, is located at 2481 Pacific Ave, Long Beach, CA 90806. The shop earns praise for fast, accurate returns and clear explanations, with Will and Donna guiding clients through questions. Several reviews note past-year error corrections and amended returns that helped clients recover funds, while one review mentions concerns about pricing and management style. Appointments recommended.

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accountant

Long Beach, CA

Jesse Moreno CPA PC

Jesse Moreno CPA PC in Long Beach delivers accounting, finance, and consulting services at 740 E Wardlow Rd. Clients praise proactive, detail-oriented work, year-round tax planning, and clear communication. The firm emphasizes legal tax minimization, compliance, and a personal touch from a knowledgeable team handling bookkeeping and tax preparation for businesses and individuals.

5.0(20)

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