WM
Wealth Management Financial Advisors
Wealth Management Financial Advisors: Clarity, strategy, and financial guidance in Long Beach.
3.3
Accountant
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Wealth Management Financial Advisors: Clarity, strategy, and financial guidance in Long Beach.
Wealth Management Financial Advisors is located at 3701 Long Beach Blvd #100 in Long Beach, CA. The firm covers accounting, finance, and related consulting services. Reviews show a mixed picture: some clients note knowledge and follow-through when engaged, while others report communication gaps, refund issues, and slow responses. The business is a local resource for financial planning and advisory needs in Long Beach.
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Customized strategies for wealth management, retirement, and investment planning.
Professional bookkeeping, tax preparation, and financial reporting for businesses and individuals.
Expert advice on life, health, and business insurance policies to protect your assets.
Guidance on property investments, mortgages, and real estate transactions.
Assistance with wills, trusts, estate planning, and business law matters.
Help with PPP loans, grants, and other financing options for small businesses.
Overall rating
Gretchen Sawyer
Completely committed to teaching wealth building for the long-game to Black people.
Dion Kelley
I listen to a webinar she gave about Wills and trust. She had no idea what she was talking about. She said a will doesn't go into probate which indeed they do. She didn't know what an irrevocable trust is. She was asked several times about it and wouldn't answer, she just danced around the question. If you give a webinar you should research the subject matter and know what you're talking about. If she is this uninformed and unprepared on this subject I can imagine how she is with other material.
LARRY STEWART
Marie took my 550.00 and didn't do anything for me.Didnt answer my emails nor texts,phone calls. I needed help with the ppp loan application,I needed a new vehicle for my business,work.I was also dealing with a a family member dying of covid.I am a disabled veteran,African American. She does not care about people,her customers.
Diane Peete
Chief Solver
Maybe she's just a really busy entrepreneur that needs more assistnace and better structure/organization. But they eventually got around to my file and delivered on everything. Make sure you follow up, Marie and her staff definitely have the knowledge to make it happen for you, but make sure you're in regular contact with whoever is handling your case.
Cornelius Williams
