Laguna Wealth Advisors, LLC - Dana Point, California

When searching for expert financial guidance in Dana Point, California, Laguna Wealth Advisors, LLC stands out as a noteworthy option. Situated at 24551 Del Prado Ave, Dana Point, CA 92629, United States, this financial advisory firm is easily accessible for those seeking personalized wealth management solutions. Their contact number, 9494644466, ensures potential clients can reach out directly for inquiries or to schedule an appointment.

Laguna Wealth Advisors, LLC specializes in providing financial planning services. This indicates their core focus is helping clients navigate their financial futures with strategic planning and advice tailored to individual needs. For those looking for a financial planner, Laguna Wealth Advisors could be an excellent choice, given their specialization in this critical area of financial services.

The firm prides itself on accessibility, offering a wheelchair-accessible car park, wheelchair-accessible entrance, and facilities like a toilet. This makes their services inclusive and convenient for all customers, including those with mobility challenges. However, it's recommended to appoint an appointment beforehand to ensure a smooth and personalized service experience.

Notably, Laguna Wealth Advisors currently lacks reviews on Google My Business, which presents a gap in building a reputation online. Despite this, the absence of customer feedback should not deter potential clients. It's always wise to seek out multiple sources of information and consider reaching out directly to inquire about their services and approach. The average opinion score stands at 0 out of 5, which might be concerning for those seeking high-quality financial advice. However, without reviews, it's difficult to gauge the full spectrum of client experiences.

For anyone interested in exploring the financial planning services offered by Laguna Wealth Advisors, LLC, visiting their website lagunawealth.com is highly recommended. The website likely provides more detailed information about their services, methodologies, and perhaps even testimonials or a client testimonials section that could offer insights into their working style and client satisfaction levels. Given their location in a picturesque area of California, combined with their specialized services, it's worth considering reaching out to see how they can help shape a more secure financial future.