Lucey Wealth Advisors LLC
Business details
- Category
- Financial Services · Financial advisor, Financial planner, Investment service
- Address
- 1129 Industrial Ave Ste 102, Petaluma, CA 94952
- Phone
- (707) 217-0774
- Website
- luceywealthadvisors.com
- County
- Sonoma County
Hours
- Monday: 7 AM–5 PM
- Tuesday: 7 AM–5 PM
- Wednesday: 7 AM–5 PM
- Thursday: 7 AM–5 PM
- Friday: 7 AM–5 PM
- Saturday: 7 AM–5 PM
- Sunday: Closed
About
At Lucey Wealth Advisors LLC, we help Petaluma and Sonoma County families plan for a secure retirement with clear, personalized guidance on annuities, life insurance and investments. We take time to listen, analyze your situation and explain the options in plain language, so you can make confident decisions about your future.
Our work covers retirement income planning, annuity selection, life insurance and portfolio review, with regular check-ins to keep your plan on track. Many of our clients have worked with us for years, and they value our prompt responses, careful research and focus on their financial goals.
Whether you are sorting through Medicare plan options or building a long-term investment strategy, we are glad to help you see a clear path forward.
Book a strategy call through our booking page, or visit our website to learn more about how we can help.
Our work covers retirement income planning, annuity selection, life insurance and portfolio review, with regular check-ins to keep your plan on track. Many of our clients have worked with us for years, and they value our prompt responses, careful research and focus on their financial goals.
Whether you are sorting through Medicare plan options or building a long-term investment strategy, we are glad to help you see a clear path forward.
Book a strategy call through our booking page, or visit our website to learn more about how we can help.