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Labrum Wealth Management
- Financial Services
- Carlsbad, CA
About this business
Location details
6128 Innovation Way, Carlsbad, CA, 92009, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I had a great conversation with David Reyes and am impressed by how thorough, detailed and precise he was in his explanations. I am grateful for your time and expertise!
We could not be happier with the advice that we have received from IDA Wealth in regards to making the decision for when to retire. David R. sat down with us and really listened to us in terms of what our concerns were, what was important to us in retirement, and where we were currently work wise. He ran the numbers over and over for us to make sure we were confident in our decision to retire. Once we made the decision he helped us walk through all the various decisions that are made for retirement in terms of when to take S... read more
I had a great experience speaking with Thomas Ohanesian at IDA Wealth. Although I ultimately did not sign up with the company, Thomas took the time to listen carefully to my situation and offered thoughtful, invaluable advice. He was professional, knowledgeable, and genuinely helpful. I highly recommend him to anyone seeking a trustworthy and insightful wealth advisor.
I have been a client of IDA for several years now and could not be happier. They have helped me strategies for retirement, plan for the future, organize my portfolio, manage my investments and have been a great resource and comfort for us as we plan and execute our financial plan. They also helped my adult son with his investments and diversifying his portfolio. I would highly recommend them.
As always Thomas is thoughtful, explains everything in easy to understand terms, and I’d genuinely concerned with us as individuals. I trust both his insight and his integrity!!
Frequently asked questions about Labrum Wealth Management
How is Labrum Wealth Management rated?
Labrum Wealth Management has a 5 star rating with 84 reviews.
When is Labrum Wealth Management open?
Labrum Wealth Management is closed now. It will open tomorrow at 8:00 a.m.
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