Journey Wealth Management, LLC - Manteca, California

Journey Wealth Management, LLC is a financial consulting and planning firm located at 903 W Center St, Manteca, CA 95337, United States. They can be reached at 2098258888. Their website, journeywlthmanagement.com, provides information about their services, team, and contact details.

This company specializes in financial consulting and financial planning, offering personalized advice and strategies to help clients achieve their financial goals. Their services include retirement planning, investment management, tax planning, estate planning, and insurance services. They work with individuals, families, and businesses to provide comprehensive financial solutions.

Journey Wealth Management, LLC is committed to accessibility and convenience for all clients. Their office is wheelchair-accessible, with designated parking spaces, an accessible entrance, and accessible toilets. Appointments are required, but they recommend booking in advance to ensure availability.

According to Google My Business, Journey Wealth Management, LLC has received 8 reviews, with an impressive average rating of 5/5. Clients have praised their professionalism, expertise, and personalized service. They have been commended for their ability to explain complex financial concepts in simple terms and for their dedication to helping clients achieve their financial goals.

Reviews of Journey Wealth Management, LLC

Ted Hashimoto

5/5

I have complete confidence with Roy Gagaza and his team. I totally trust their recommendations and would recommend them to anyone worried about securing their financial resources. I have previously had another financial advisor, but Roy constantly shows his genuine concern for his client…like they are family. He was instrumental with saving significantly funds during the 2022 downturn of the securities market.
In addition, when my wife passed away in January, Roy and his team worked all the necessary actions in settling her accounts… sparing me a lot of stress and confusion.

Yvonne Yoshioka

5/5

Excellent service ensuring your money is safe! Always looking out for their clients. No fees charge for their services. Give back to clients by offering dinner seminars and fun activities, i.e. catamaran rides, day at the secret island, movies and many more!

Janice Bresee

5/5

Two generations of my family have been with Roy for almost as long as he has been in business. He closely follows market trends and shares this information with his clients via weekly emails, seminars and personal annual reviews. The patience and detail he offers is unmatched. If this isn't enough, Roy also employs some very well-trained and talented personnel that just adds to his quality services.

Marla Corfiatis

5/5

We have been clients of Roy Gagaza at Journey Wealth Management for at least 15 years. Roy’s friendly, thorough, and expert service is trusted and much appreciated. Roy is client centered working hard to ensure our assets are safe, making our retirement basically worry free and comfortable. We highly recommend Roy Gagaza. He’s not only our financial advisor, he’s also become a friend.
Craig & Marla Corfiatis

Kathy Mendenhall

5/5

We highly recommend Journey Wealth. Roy Gagaza is very professional and knowledgeable and follows market trends and really knows how to treat his clients.
My husband and I have been clients for over 10 years and have trusted him with all of our financial needs.
His entire office staff is very helpful and informative as well. We also enjoy the weekly emails he shares with current market information, seminars, and personal and annual reviews.

Kim Mans

5/5

I can't tell you how impressed I am with Roy Gagaza and his staff at Journey Wealth Management in Manteca! If there were more stars, I would definitely give them! I've only been a client for a few months but, with his strategic guidance, I was able to move my corporate retirement contributions and protect them from the volatility of the market in these uncertain times. With retirement just on the horizon, I can now rest easy knowing my retirement funds will continue to grow and never incur any more losses. You get more than just a financial adviser; his knowledge and experience in the industry is vast. He is always just a phone call away. Today I had some questions regarding financial designations within a trust and estate planning and wasn't sure who to call. He took 15 - 20 minutes of his time to help me better understand the process... no attorneys involved! Trust me, you will not be disappointed in your journey! Pun intended!

Mila Leuenberger

5/5

We have been with Roy since the early days of his business and have been very satisfied with his knowledge. I highly recommend you team up with Roy if you are looking for a good honest finance planner. Roy and his office staff are like family.

Coreen Kelley

5/5

Roy is friendly and has super service. He is trusted and very much appreciated. Also his staff are very great and friendly.