Financial ServicesFinancial AdvisorFinancial consultantFinancial Planner
LWM Strategic Wealth Solutions
Costa Mesa, California
Phone(949) 207-7391
Websitelitzingerwealth.com/contact
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.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |