Reviews for Augustus Wealth

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  • Oct 2023

    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.

  • Oct 2023

    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.

From Augustus Wealth

At Augustus Wealth, we offer a comprehensive planning service designed to guide you in effectively managing your finances. We specialize in strategic personal financial planning and portfolio stock management for clients with equity compensation. Our team of experts provide fiduciary planning and advice to professionals throughout Los Angeles and Orange County. We will work with you one-on-one to develop personalized financial solutions that leverage your employer's stock plans in the most efficient way possible.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Augustus Wealth

1600 Rosecrans Ave Building 7 4th Floor, Manhattan Beach

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