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Lewellyn Financial Management
- Financial Services
- Medford, OR
About this business
Location details
714 Cardley Ave, Medford, OR, 97504, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Watching my $$$ do nothing but sit in an unmanaged fund and dwindle through crazy fees that only benefit the trader was a hard and costly lesson to learn. Really appreciate this firm protecting and growing my hard Earned money like it was their own.
I highly recommend Lewellyn Wealth. Working with Alex has been an excellent experience from day one. He is always transparent, stress-free to work with, and willing to personally take my calls whenever I have questions or concerns. No matter what’s happening in the market, I always feel better and more confident about my finances after speaking with Alex. His guidance and communication have given me a lot of peace of mind. Even during difficult market conditions, my investments have continued to perform well. I truly appreci... read more
Working with Lewellyn Wealth is a breath of fresh air. They explain complex concepts clearly and are incredibly responsive. You never feel like just a number here the personal attention is top-notch. I would recommend them to anyone I know.
Frequently asked questions about Lewellyn Financial Management
How is Lewellyn Financial Management rated?
Lewellyn Financial Management has a 4.8 star rating with 27 reviews.
When is Lewellyn Financial Management open?
Lewellyn Financial Management is open now. It will close at 6:00 p.m.
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