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Wealth Management Partners photo
Wealth Management Partners photo
Wealth Management Partners photo
Wealth Management Partners photo
Wealth Management Partners photo

Wealth Management Partners

Address: 15760 Ventura Blvd Suite 700, Encino, CA 91436, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Consultation Initial Financial Assessment $50 - $100 Call to Book
Ongoing Financial Planning $100 - $200 Call to Book
Retirement Planning Consultation $75 - $150 Call to Book
Investment Guidance Investment Strategy Session $100 - $200 Call to Book
Portfolio Review $75 - $150 Call to Book
IRA Setup Assistance $50 - $100 Call to Book
Debt Management Debt Reduction Strategies $50 - $100 Call to Book
Budget Creation and Review $30 - $100 Call to Book
Credit Score Improvement Consultation $50 - $150 Call to Book
Small Business Financial Advice Business Financial Planning $100 - $250 Call to Book
Cash Flow Management $75 - $150 Call to Book
Tax Planning for Small Businesses $100 - $200 Call to Book

What people love

From reviews
Helpful guidance(5) Knowledgeable staff(5) Quick response(3) Clear communication(3) Thorough consultation(3) Friendly demeanor(3) Great advice(3) Informative(3) Financial goals(2) Realistic financial plan(2)

About this business

Alec P. Tuckman, AIF (r), ChFC (r), CRC (r)Certified Retirement Counselor) is licensed in Securities, Insurance, and Real Estate. Tuckman invests in the same investments as his clients are his number one priority. He is also a Fiduciary Wealth advisor. His father, an economist, and his mother raised him to have over 40 years of knowledge about how money functions, which he uses for the well-being of his clients. Our primary concern is informing and teaching. Education, transparency, and integrity are our core beliefs.  Investment in assets that guarantee revenues regardless of the stock market's ups and downs. How is that practicable? Stocks can be profitable while the risk is reduced. Some of the techniques we employ could be unfamiliar to you. Let us determine your objectives and communicate with us now. Tuckman was trained by a funding planner with over 40 years of history at Searchlight Financial. Tuckman worked for the Asset Management section at Goldman Sachs in the 1990s. Tuckman believes in what he believes and invests in the same investment options as his clients. Tuckman is an Independent Investment Advisor Representative. A Dave Ramsey Smartvestor Advisor is also a position that he holds. Food on Foot and Habitat for Humanity, St. Saint Jude's Children's Hospital, Habitat For Humanity, and ASPCAVolunteering.

Reviews Summary

Alec Tuckman's clients express high approval for his service in the positive reviews. They noted their intense response to the specialist's advice, which considerably improved their financial success. They praised that Tuckman's unfailing help and concern for their financial objectives made all the differences. The adviser's expertise and clear communication style enhanced the confidence they got when discussing how to handle money and being educated in various financial topics. Most of the reviews show that they learned a lot from him because he was patient with them and listened carefully to everything they said. Tuckman's results were particularly appreciated by clients who have only just begun to explore the field of financial planning. Clients said most positive things about the guidance and source where they realise his importance in their financial decision. Tuckman is indeed an outstanding financial advisor since all the clients who rated him gave him a significant recommendation for his work.

Location & directions

Los Angeles, California
Wealth Management Partners
Wealth Management Companies
Address
15760 Ventura Blvd Suite 700, Encino, CA 91436, USA
Hours
Open 8:00 AM - 8:00 PM
Wealth Management Partners Reviews · 5.0 average
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