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March 2024 by N G.
The HWM team are extremely knowledgeable and professional they have provided much needed direction and advice regarding a variety of financial issues. I highly recommend them!
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November 2022 by Jonny Ellison
Hermosa Wealth has helped my wife and I manage our retirement accounts and analyze our company stock options. We are financial novices and the personal service we receive gives us the confidence that our life savings are in the right hands. They helped us set up a 529 account for our daughters college savings and advised us on acquiring an umbrella policy for insuring our assets. I’ve already recommended them to our closest friends and they couldn’t be happier.
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November 2022 by Jonny E.
Hermosa Wealth has helped my wife and I manage our retirement accounts and analyze our company stock options. We are financial novices and the personal service we receive gives us the confidence that our life savings are in the right hands. They helped us set up a 529 account for our daughters college savings and advised us on acquiring an umbrella policy for insuring our assets. I've already recommended them to our closest friends and they couldn't be happier.
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October 2022 by Michelle Reyes
Working with Hermosa Wealth Management is one of the best decisions I have made in a long time. They really take the time to make sure I understand everything in detail in my portfolio. In addition, they proactively contact me regularly to review all the details. This makes for peace of mind during uncertain times. Premium customer service!
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October 2022 by Bryan Rex
A buddy of mine pointed me over to Hermosa Wealth. I’m sure glad he did, because the folks at Hermosa offer professional, personalized service. They don’t sell you some generic “one-size-fits-all” approach that I was sensing from some other management services.The team helped me understand that wealth is nuanced, and that our needs change drastically throughout the various chapters of our life. The strategy they devised with me is making this current chapter even more fruitful than the last, and the results have been incredible!
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January 2022 by Nikki M.
Hermosa Wealth Management have been such a pleasure to work with. They made everything very easy for me to understand and have been very responsive and helpful. I highly recommend going with them if you're on the fence!
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October 2021 by Keith Johnson
The Hermosa Wealth Management team has the knowledge to make your portfolio grow. They are responsive and friendly and are attentive to my needs. They understand the ups and downs of the market and how to help maximize profits for the long term.
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October 2021 by Brigette G.
The HWM team has been thoughtful and patient with all of my investment questions. The team is responsive as well. I feel they take the time to ensure they've got the right fit for my portfolio and have my best interests at heart.
