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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 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!!
We have trusted Jason, Faranak, and the entire Team for years with our financial needs. Very knowledgeable, and we trust them with our future. It certainly looks bright. Shades required...on a beach somewhere, thanks to the IDA Team. Chris & Melissa P. Florida/Tennessee
My wife and I have been working with IDA and David Reyes for over 2 years now. I have had many experiences working with financial advisors over the years and David and his team stand head and shoulders above all the rest! He is knowledgeable, highly competent and we trust him implicitly. We highly recommend David and the IDA team! Laurence Cohn, PhD
Frequently asked questions about Labrum Wealth Management
How is Labrum Wealth Management rated?
Labrum Wealth Management has a 5 star rating with 82 reviews.
When is Labrum Wealth Management open?
Labrum Wealth Management is closed now. It will open on Monday at 8:00 a.m.
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