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    Wealth Management Partners

    4.9 (30 reviews)
    Closed 9:00 am - 4:00 pm

    By appointment only

    Updated 3 months ago

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    Services - Wealth Management Partners

    Investment management

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    4 months ago

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    5 years ago

    Worked with Alec Tuckman. Very thoughtful and thorough. Highly recommended!

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    Ask the Community - Wealth Management Partners

    Review Highlights - Wealth Management Partners

    I registered on Dave Ramsey's SmartVestor website and out of the blue I received a phone call right after I signed up.

    Mentioned in 5 reviews

    Read more highlights

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    I had what was an unusually low rate from another carrier (home insurance), but I wanted to confirm…read morethat I was getting a good deal, when my renewal arrived with a sizable rate increase. A close friend who's a realtor, mentioned that he refers a number of his clients to Carla's office, and suggested I call. I spoke to Maria, and shared information regarding the coverage I had recieved, and the property in question. Maria promised to get back to me quickly, and she kept her word. She let me know that I had an exceptionally low rate with the existing carrier, and should definitely renew it. She didn't try to upsell me, invent silly reasons why the existing coverage was not good, or any of the other shenanigans that too many of us have come to expect from some insurance folks, sad to say. She also shared with me other insurance options her company offers, and helpful advice around future insurance purchases. Overall, even though I didn't end up purchasing a policy, Maria and the team at Carla's office was outstanding for being transparent, helpful and responsive. I would definitely recommend them, and I hope we have a chance to work together again in the future.

    I absolutely love working with this Agency. Carla has always been caring and wonderful and then…read morethe fortune of me getting Yi Lan Chan on my account was so incredible. I feel like I'm working with honest, hard working, intelligent people who care and are responsive. I wish I could have an experience like this with other service providers! Thank you!

    Mercury Insurance Group - Auto Insurance for me

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    This is a review for Shawn Pirnia a rep of Mercury. Shawn worked all weekend during a holiday to…read moremake sure we received insurance so we could close escrow, The escrow date got moved up 3 weeks and he went into action. If you need someone to help get things done quickly and is pleasant, call Shawn )310) 533-6000.

    Brianna Balaja is the best! I'm genuinely happy to be writing this note to say how great my recent…read moreexperience was with Mercury - especially with Brianna as my claims agent. My car was stolen, and it easily could have turned into a nightmare. Instead, Brianna took exceptional care of me. She truly went above and beyond, and if this is the Mercury way, that says a lot about the company. After the first body shop completely dropped the ball, costing me ten days of rental coverage while they held my car and did nothing. Brianna stepped in and immediately reassured me that this would not be my experience going forward. She connected me with a Mercury-authorized body shop in Pasadena that was, honestly, an excellent, wonderful 'unicorn' of a shop. In other words, they did a perfect job. She handled all the details with Mercury and helped me in ways I didn't even expect. Throughout the entire process, Brianna was consistently kind, calm, and steady - never flustered, always clear, always supportive. Last year, when a friend's car was stolen in Canoga Park, Mercury handled that situation beautifully as well. I'm really grateful to be a Mercury customer, and especially grateful that Brianna was handling my case.

    Wealth Management Partners - investing - Updated August 2026

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