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Aureus Wealth Management
- Financial Services
- Carlsbad, CA
About this business
We offer a wide range of financial products and services to individuals and business owners. At Aureus Wealth Management, we believe there are far-reaching benefits for our clients to have access to the opinions of multiple sources with diverse backgrounds, education and understanding. We care about each client - from planning to execution to follow-up. We take a proactive approach in developing a financial plan that addresses your unique goals and objectives, using methods that are designed to be efficient and effective. Re... read more
Location details
1902 Wright Pl, Ste 216, Carlsbad, CA, 92008, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Evan forcasting ability is off the charts. I have really enjoyed working with him.
I have had the opportunity to see Evan operate and manage many portfolios of diverse nature, proving his extensive knowledge of the many investment vehicles at his disposal. I could not think of any other person I would trust more with my hard earned money, because of his integrity, transparency, and dedication to puting his client's interests over his own. His ethics flow from the top and is the foundation of Aureus it self.
Evan is the best...we've been very satisfied with our portfolio earnings, he makes sure that we are always well informed, has regular meetings with us to review our investments. He's always demonstrated a personal concern for our needs. We would definitely recommend Evan to anyone who is looking for a professional, caring, educated financial adviser.
Excellent service:) Great people
Frequently asked questions about Aureus Wealth Management
How is Aureus Wealth Management rated?
Aureus Wealth Management has a 5 star rating with 7 reviews.
When is Aureus Wealth Management open?
Aureus Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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