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Serenity Wealth Management
- Long Beach, CA
About this business
Location details
444 W Ocean Blvd Suite 1402, Long Beach, CA, 90802, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | Closed | |
| Tue | Closed | |
| Wed | Closed | |
| Thu | Closed | |
| Fri | 8:00 a.m. to 7:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Curtis and Irina are very attentive and keep me updated on my portfolio and are always looking for new ways to meet different investment needs. My portfolio has been doing well with them.
“I have known Curtis Hill for 30 years, where we meet as financial advisors at Morgan Stanley. Curtis became a Senior Vice President at Morgan Stanley before starting his own firm. Although I moved on to another industry, Curtis and his wife Irina have remained good friends and became my personal financial and investment advisor. Curtis and Irina with their holistic approach to financial planning, have a unique prospective on how to maximize investment returns. This include a tactical trading system that has be earning super... read more
I appreciate their holistic approach to investing. I especially appreciate their recommendations regarding tax awareness and tax minimization.
Both Curtis and Irina are very knowledgeable and will always seek out the best solutions for you.
Irina and Curtis Hill of Serenity Wealth Management exemplify what it means to be trusted, knowledgeable, and client-focused financial professionals. With a combined background in financial planning, tax strategy, and real estate, they bring a uniquely comprehensive and personalized approach to wealth management. They provided us with clear and actionable guidance, simplified complex financial concepts, and delivered results that align with our personal goals and financial aspirations. Whether you're planning for retirement ... read more
Frequently asked questions about Serenity Wealth Management
How is Serenity Wealth Management rated?
Serenity Wealth Management has a 5 star rating with 8 reviews.
When is Serenity Wealth Management open?
Serenity Wealth Management is closed now. It will open on Friday at 8:00 a.m.
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