LWM Strategic Wealth Solutions

Financial ServicesFinancial AdvisorFinancial consultantFinancial PlannerCosta Mesa, California

Contact

Address
3070 Bristol St. Suite 500, Costa Mesa, California, 92626
Phone
(949) 207-7391
Website
litzingerwealth.com/contact
View on map →

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

LWM Strategic Wealth Solutions is a trusted finance and financial advising firm serving Costa Mesa, CA, dedicated to helping individuals and families achieve their financial goals. As experienced financial planners, they offer comprehensive investment services including bonds, common stocks, treasury bills, government securities, and treasury notes to build diversified portfolios tailored to each client's needs. Their retirement planning expertise encompasses Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Educational IRA, and brokerage accounts, along with specialized 401(k) planning and 403(b) planning services.