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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 have know Rob Paterson for more than 20 years. He is a great Financial Advisor and I really like working with him. Rob cares about his clients and is very thorough.
We use IDA for our company 401K, they are amazing! But recently my husband and I hired IDA as our financial planner, and we are so happy we did! Rob Paterson is such a nice person, always ready when we meet with a ton of information for us. He really puts our mind at ease for our upcoming retirement. You cannot go wrong with this great group of individuals!
I moved to the Midwest about a year ago, but I decided to stay with IDA because of the great attention to detail and good advice that I get from Rob Peterson. I’m really glad I stayed!
I've been working with Rob for a few years now. I don't worry about retirement. I know I have a plan in place and each year I'm reminded that the plan is still working. This gives me a lot of peace of mind.
My wife and I have been working with David Reyes at IDA Wealth for 4yrs. We have had a wonderful experience with both David and IDA.
Frequently asked questions about Labrum Wealth Management
How is Labrum Wealth Management rated?
Labrum Wealth Management has a 5 star rating with 136 reviews.
When is Labrum Wealth Management open?
Labrum Wealth Management is open now. It will close at 5:00 p.m.
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