Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor - Murrieta, California

Address: 25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, United States.
Phone: 9517608150.
Website: abundantwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 106 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor

☎️9517608150

⏰ Open Hours of Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor

Monday: 7 am–4 pm
Tuesday: 7 am–4 pm
Wednesday: 7 am–4 pm
Thursday: 7 am–4 pm
Friday: 7 am–4 pm
Saturday: Closed
Sunday: Closed

About Abundant Wealth Management, Inc.

Located at 25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, United States, Abundant Wealth Management, Inc. stands out as a leading financial advisory firm in Southern California. Its flagship advisor, ALLEN MONTEMAGNO Jr., operates under the auspices of LPL Financial, one of the largest independent financial firms in the U.S. The firm's address boasts several amenities for accessibility, ensuring that clients with disabilities can park, enter, and use their facilities comfortably.

Contact Information

For those seeking personalized financial guidance, Abundant Wealth Management, Inc. provides a reliable point of contact. Clients can reach out to ALLEN MONTEMAGNO Jr. at 951-760-8150. For those preferring digital communication, their website abundantwm.com is an excellent resource for further inquiries and to schedule appointments.

Specialties and Services

The firm specializes in Financial Planning, offering a suite of services designed to help individuals and families achieve their financial objectives. With a focus on strategic guidance, ALLEN MONTEMAGNO Jr. ensures that each client's plan is tailored to their unique goals and circumstances. His expertise spans financial trends, investment strategies, and wealth management, making him a trusted resource in the complex world of finance.

Client Experience and Accessibility

Clients appreciate the firm's commitment to accessibility and personalized service. The office is equipped with features such as a wheelchair-accessible car park, entrance, and toilets, demonstrating their dedication to serving all clients comfortably. While appointments are recommended to ensure efficient consulting, this policy underscores the firm's respect for clients' time and need for focused advice.

Client Opinions and Reviews

With an impressive average opinion of 5/5 based on 106 reviews on Google My Business, it's clear that Abundant Wealth Management, Inc. excels in delivering exceptional service. Testimonials often highlight Allen Montemagno Jr.'s deep expertise, professionalism, and his ability to provide personalized, strategic financial guidance. Clients consistently commend him for taking the time to truly understand their financial goals, offering advice that sets them on a path to long-term success.

Recommendation

If you're searching for a financial advisor who combines deep industry knowledge with a client-centric approach, Abundant Wealth Management, Inc. and ALLEN MONTEMAGNO Jr. are outstanding choices. Don't just take our word for it; explore their services further on their website, or better yet, give them a call at 951-760-8150 to schedule an appointment. Their commitment to helping you achieve your financial dreams is matched only by their ease of access and inclusive facilities, making them a truly outstanding choice for your financial planning needs.

👍 Reviews of Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor

Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor - Murrieta, California

Wilita S.

5/5

Allen Montemagno Jr. of Abundant Wealth Management, Inc. is an outstanding financial advisor with deep expertise in financial trends, investment strategies, and wealth management. His professionalism, integrity, and ability to provide personalized, strategic guidance make financial planning both approachable and effective. Allen takes the time to understand his clients’ goals, offering sound, data-driven advice that fosters long-term financial success. If you’re looking for a knowledgeable and trustworthy advisor, I highly recommend him.

Precision L.

5/5

I had the pleasure talking with Allen he is very knowledgeable in the financial planning and investment needs. He demonstrated exceptional knowledge in the field of finance, providing insights that are both practical and thorough. I will definitely recommend him he will sit down and breakdown and recommend what is best for your financial position.

Jason T.

5/5

Allen Montemagno is an exceptional financial advisor who truly tailors his strategies to fit my goals and needs. He’s skilled at diversifying investments and explaining complex concepts in a way that’s easy to understand. What sets him apart is his personal touch—he genuinely cares about my success and stays proactive in keeping me on track. Highly recommend.

Jasmine S.

5/5

Allen is one of the most well rounded individuals I have met, he is extremely knowledgeable professional and personable, he has incredible strategies on how to help you accomplish your short term and long term financial goals. In this current state of the economy you want to trust the right people to handle your finances properly & I highly recommend Allen to assist with this!

april H.

5/5

Mr.Allen helped me with my trust fund and moving my amount into something more beneficial and fitting for my lifestyle and my children's future. He's Very knowledgeable very professional and a firm believer in following up and double checking details. Which saved me tremendously on trying to navigate these forms alone. No Need to ever go at this financial stuff alone...Mr.Allen is here.... i would 100% use and refer him again and again.
Cheers to You Mr.Allen. I'll be speaking with you again in January. 👍👍👍👍👍
Thank you for you advise and Guidance.

Amanda B.

5/5

Allen has been an incredible resource as I sought information about my future and finances. Extremely responsive, knowledgeable and helpful, Allen is exactly what you want in a financial advisor. I felt comfortable asking him questions, but not pressured to make any decisions that did not serve my financial future and my best interests. Allen is genuinely interested in seeing his clients thrive financially and educating them about all of their options. Within just a day of contacting his office, I had a Zoom Appt scheduled to discuss my goals and finances. I would highly recommend hiring Allen as your financial planner/advisor.

Erikka W.

5/5

Allen is a great faith-driven guy with plenty of knowledge and experience. I highly recommend having a conversation with him about your financial goals.

Bruce F.

5/5

Allen is very thorough in his approach to wealth management and research. He takes the time to get to know you, listen to your needs and goals, and understand your risk tolerance level. Whether you like little/no involvement or considerable involvement in investment decision-making, or somewhere in between, I would recommend Allen for your financial advisor.