This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Lucey Wealth Advisors
- Insurance
- Petaluma, CA
About this business
Are you interested in maximizing your retirement funds by minimizing your taxes? The team at Lucey Wealth Advisors is here to help. Recently we began working with another company by the name of Kai-Zen. Kai-Zen specializes in various strategies that can help our clients increase their retirement funds by double or even triple their original amount. If you want to join the multiple clients who have increased their funds, please watch the video below to get started!
Location details
1129 Industrial Ave Suite 102, Petaluma, CA, 94952, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 7:00 p.m. | |
| Tue | 7:00 a.m. to 7:00 p.m. | |
| Wed | 7:00 a.m. to 7:00 p.m. | |
| Thu | 7:00 a.m. to 7:00 p.m. | |
| Fri | 7:00 a.m. to 7:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My experience working with Lucey Wealth Advisors was superb. Mike and his team are exceptionally thorough, trustworthy and highly-professional. Looking forward to a long-term (and very fruitful) working relationship.
I received excellent customer care from Kevin Lucey when I consulted him for a problem I was having with a Medicare Drug Prescription Plan I was enrolled in. He was extremely professional and answered all my questions in a timely manner. In just a few short hours of research he solved the problem that had taken me weeks to try to resolve. He was friendly and personable yet always had his facts ready to discuss in a very straightforward manner. I would recommend Kevin Lucey to anyone who is bogged down in the mire of Medicare... read more
Mike Lucey helped me reorganize my investments for retirement and was a real pleasure to work with.
I used Lucey Wealth Advisors and they are very professional, extremely responsive and trustworthy. Mike Lucey assist me when I was having difficulty searching and selecting a good retirement annuity program. He researched and showed me the list of the top rated annuity companies that allowed me to select the best annuity company for me. Moreover, Mr. Lucy processed a complicated funding structure for my final retirement distribution. I am thoroughly satisfied with the quality of their trustworthiness and professional service... read more
I have been a customer of the Lucey Wealth Advisors for more than 5 years. I have found Mike Lucey and all of his associates to be excellent in terms of knowledge and service. Mike has helped me to have a very secure retirement by placing a large chunk of funds in an American Equity annuity which will give me a substantial monthly payment for life. He has steered me in other investments that have done very well during the last few years. Whether I talk to Mike or Jeff Pfeiffer, I feel confident that they are putting my finan... read more
Frequently asked questions about Lucey Wealth Advisors
How is Lucey Wealth Advisors rated?
Lucey Wealth Advisors has a 5 star rating with 10 reviews.
When is Lucey Wealth Advisors open?
Lucey Wealth Advisors is open now. It will close at 7:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com