Reviews for Lula Financial
Write a reviewHours
Monday: 10AM - 5PM
Tuesday: 10AM - 5PM
Wednesday: 10AM - 5PM
Thursday: 10AM - 5PM
Friday: 10AM - 5PM
Saturday: ClosedSunday: Closed
Tips
by appointment only open to all
Ratings
Google: 4.2/5Lula Financial
66 Franklin St 3rd Floor, Oakland
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Lula Financial is a highly recommended financial business for its thorough, patient, and knowledgeable advisors, such as Benjamin and Amie. Clients have reported making or saving thousands of dollars after following the company's advice. Lula Financial takes a efficient and light touch approach, avoiding unnecessary upselling. They offer detailed second opinions on existing financial plans, providing valuable information and simplifying complex portfolios. The personalized attention and down-to-earth communication style of Lula Financial's advisors have been praised for instilling confidence and making the financial planning experience enjoyable.