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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 |
Diligent, professional and responsive! IDA understands the importance of establishing a plan tailored to each client's risk tolerance and helping them to stay on course. Not so easy in turbulent times. Alex and the entire IDA team have been on-point for the entire planning process. I am relieved that I have found a trustworthy group to assist with my financial planning needs.
We have been clients of IDA Wealth Management Firm since 2019 and have been very pleased with the management of our account. Thomas Ohanesian has been very professional, honors time commitments, excellent follow up and summarizes each meeting with a to do list. We are older so our investments have been conservatively invested but we have still managed to make money when the stocks go up. IDA wealth has done an excellent job of preserving our "nest egg" but still allowing us to enjoy our retirement years without the worry of ... read more
Thomas Ohanesian and his team are professional, knowledgeable, and efficient. Would highly recommend IDA Wealth to anyone looking for a trusted advisor and long-term relationship. You'd be in great hands!
Just a quick shout out to Jason and his team at IDA. I'm a technical guy and just not a financial genius. My wife and I are grateful to Jason and his team for helping us out financially. They are doing a great job for us.
The team at IDA has been fantastic to work with as our family navigated multiple major life events over the last year. Our advisor, Rob Paterson, provided exceptional guidance, peace of mind, and tailored our plan with our personal interests and goals in mind. Their approach is data-driven and Rob takes the time to explain complex financial concepts in a highly accessible way. The team is responsive and thorough. I highly recommend IDA and Rob!
Frequently asked questions about Labrum Wealth Management
How is Labrum Wealth Management rated?
Labrum Wealth Management has a 5 star rating with 130 reviews.
When is Labrum Wealth Management open?
Labrum Wealth Management is closed now. It will open at 8:00 a.m.
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