Company Description

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

Please check out all the material on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.


Leon Lopez is a Registered Representative offering securities through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC.


Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. [finra.org/sipc.org]

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

www.finra.org
www.sipc.org

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Village Wealth Management

Address:
405 E Branch St Arroyo Grande, CA
Phone:
(805) 904-6188
Email:
llopez@villagewm.com
Social:

Open Hours

  • Monday08:00AM - 04:00PM
  • Tuesday08:00AM - 04:00PM
  • Wednesday08:00AM - 04:00PM
  • Thursday08:00AM - 04:00PM
  • Friday08:00AM - 04:00PM
  • Sat, SunClosed