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October 2023 by Kristine M.
Alec helped me with all my financial questions, I'm just starting to learn how to fix my financial problems and how to build and work with my finances and he was very patient with all my questions and explaining to me each and every question i had. He was also very generous with the knowledge he has to help me with this. Definitely a great person to work with. Will definitely recommend.
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August 2023 by Miriam F.
Mr.Tuckman was very generous, he took of his own time to learn where I was at financially, what my goals were and what I had questions about. He then patiently explained everything to me and took the time to ensure that I understood.
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August 2023 by Amit V.
I had the opportunity to work alongside Alec this summer. He has been super informative and helpful with his advice on starting out as a young professional. He has great insight and is always willing to go out of his way to help people out with any and every financial concern. Definitely someone I would recommend working with!
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August 2023 by Stephanie H.
Alec was super helpful in guiding me through how to start investing and building up my wealth! A lot of financial advisors use jargon and flashy statements to catch your attention but that wasn't the case with Alec. He was genuine and very thorough with the information he gave me, he didn't try to sell me anything or try to promote anything besides him providing me with the necessary support to start building my wealth. He taught me about how Roth IRAs compound, what I should do since I'm a student, preparing a trust, creating a high yields saving account, etc. and this was all with a quick phone call! That's how I knew he was the advisor for me, straight to the point, knowledgeable, and extremely helpful. He cares about his clients and that reflects through his mannerisms and no cost call fee, other financial advisors would charge just to make some quick money. If you want a genuine advisor who is super knowledgeable in the field and not here to play any games, I highly recommend you give Alec a call!
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July 2023 by Eric B.
I have known Alec for years and, in that time, I have been nothing but impressed with the consistent and reliable financial advice he has given me. When we go over things like strategy and goal planning, the only thing I can say is, "Yes, that make sense." He stands out from the other advisors I have known with his unique perspective on investing and the ability to challenge conventional stock marketing thinking. Also, he isn't restricted to just stocks and bonds; he also offers real estate opportunities, tax help and protective measures for those who are concerned about a stock market drop in their later years. What gave me confidence in Alec and his firm is that he doesn't have a "one size fits all" mentality. He lays out different ideas and walks you through the good, the bad and the ugly of each. I do like that. Alec took me by the hand and walked me through the pros and cons of each idea. He took the time to ask me questions to get to know me on a deeper level which helped me think about my own financial goals in a different light. He probably didn't intend for this to happen but it was the first time I got organized with my finances and it really helped me form a sense of "vision for retirement." He is a true professional who understood my concerns and came up with a viable solution to my challenges rather than just "riding the stock market rollercoaster."
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July 2023 by London A.
I had the pleasure of working with Alec Tuckman my sophomore year of college as a wealth management intern. Alec was extremely patient with clients and colleagues while explaining financial strategies and truly cared about his clients and protecting their assets. Alec guided me on any questions I had on finances and how to ensure my own financial success.
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March 2023 by Simon A.
My wife and I met with Alec Tuckman at Wealth Management Partners of Los Angeles and were very impressed with his services. It's never easy to find someone you can trust with your hard earned savings, but he immediately made us feel relaxed and put our mind at ease. It was clear from the beginning that he knows the industry and has been in the business for quite some time. He gave us guidance on our finances and went over everything from estate planning and investing to goal planning and risk management. For our first meeting, he took the time to get to know us as people (on a more personal level) like no other professional has. When he did make a recommendation, he explained why he chose that path and didn't make us feel ignorant for the lack of knowledge about the Stock Market. We felt like we were more informed investors by listening to him. It was an amazing educational process. We love that his firm's specialty is a focus on investing in the Stock Market and mitigating the risk. Every firm is happy to throw you into a mutual fund, ride out the stock market and call it a day, but I don't like losing a dime and I love the ideas we discussed. With challenging economic times like these, it's always good to know we can preserve our principal and still get good gains. Mr. Tuckman went over several opportunities we didn't even know were possible. We are now contemplating doing a more comprehensive financial plan. They were always available to answer our follow up questions and provide us with guidance. He was even able to work nights and weekends after hours to accommodate our schedule. We highly recommend Wealth Management Partners of Los Angeles to anyone who is looking for a professional and reliable wealth management firm
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March 2023 by Jessica A.
Mr. Tuckman is wonderful! I had a great conversation with Mr. Tuckman about diversifying my assets. We like real estate investments, but Alec made a very good and logical arguments about the importance of diversification and why real estate may not be the end all, be all of investments. His explanation of everything is simple, easy to understand and told us about ideas we haven't heard anywhere else. He was very good about showing us the pros and cons of the different investments as well. He taught us it was possible to invest and still get safety. If you treasure education and an explanation of the ideas behind the reasoning of where your money should go, look no further. He is a gem and feel very fortunate to have found him! I highly recommend him.
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February 2023 by Victor E.
Ive been a Ramsey listener for a year now and had lots of questions. I set up an appointment with Alec and he was very professional. Alec has the heart of a teacher and listens. Alec Answered my questions and helped me . I highly recommend Alec!
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January 2023 by Mike S.
I contacted Alec for advice regarding my elderly parents' extremely difficult financial situation. He was able to quickly analyze the information I provided and suggest strategies and options for us to pursue in order to stabilize their finances and turn things around. He was extremely knowledgeable, friendly, compassionate, and non-judgemental of the poor decisions my parents have made in the past. Despite the challenges, we are optimistic thanks to his clearly structured solutions. He has provided immense value for us in our initial meeting and are looking forward to working with him further in the future as a resource.
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December 2022 by allison todd
Had a great experience at Wmplainc. They provided me the best wealth management and financial planning services. I am very thankful to all Wmplainc staff.