Herrera May Wealth Management - Sacramento, California

Herrera May Wealth Management: A Comprehensive Review

Located in the heart of Sacramento, California, Herrera May Wealth Management is a reputable financial planning firm that has garnered a stellar reputation for its exceptional services. With its physical address at 100 Howe Ave Suite 120S, Sacramento, CA 95825, and a phone number of 623-587-4949, this company is easily accessible to those seeking expert guidance.

The website herreramay.com serves as a valuable resource for individuals and families seeking personalized financial planning. The company's specialties include financial planning, making it an ideal destination for those seeking comprehensive financial solutions.

One of the standout features of Herrera May Wealth Management is its wheelchair accessible entrance and wheelchair accessible parking lot, ensuring that all customers, regardless of ability, can access the facility with ease. The restroom is also conveniently available, making it a welcoming space for everyone.

Upon visiting the website, it's clear that Herrera May Wealth Management prioritizes customer satisfaction. With 6 reviews on Google My Business, the company has garnered a 5/5 average opinion, indicating a high level of customer satisfaction. This is a testament to the company's commitment to delivering exceptional service and building strong relationships with its clients.

For those seeking a reliable and knowledgeable financial planning partner, Herrera May Wealth Management is an excellent choice. With its financial planning expertise and personalized approach, the company is well-equipped to address various financial challenges and goals.

If you're in search of a trusted financial planning partner, we highly recommend Herrera May Wealth Management. Visit their website at herreramay.com to learn more about their services and schedule an appointment. With its financial planning expertise and commitment to customer satisfaction, Herrera May Wealth Management is an excellent choice for anyone seeking a reliable financial partner.

👍 Reviews of Herrera May Wealth Management

Daniel M.

5/5

I started consulting with Thomas and Brent in August 2024. I’d had financial planning assistance before, but I felt like I needed a fresh start after my wife and I separated in 2023. In our first meeting, they immediately impressed me with their knowledge and professionalism. I liked that after they asked questions, I could see they carefully listened to my answers, always taking notes and asking practical follow-up questions.
Not long after providing them with the details of my finances, they created a financial plan that was both comprehensive and written in a way that acknowledged my philosophy of personal finances as a means to an enjoyable lifestyle, not just a measure of professional success.
I know that finding someone to help with any kind of finances can be daunting, especially for people, like me, who weren’t well-educated in this area growing up. For anyone in a similar position looking to better understand their current finances as well as plan wisely for the future, I can recommend Thomas and Brent without reservation.

kingoffunny7

5/5

I needed a lot of help with building my retirement account so I could one day retire. Thomas was the most professional and informative advisor you could ask for. He is very patient and answers any questions you might have. I feel very confident that I am getting the best advice for my situation.
I highly recommend Thomas to help in any of your financial situation .
He is also very responsive when you call or email.

Anthony P.

5/5

Thomas is professional and offers accurate financial advice. I would highly recommend his services in order to help secure your financial future.

Rosa M.

5/5

Thomas May is the best in the business. Anyone who is looking into someone to take care of their finances and grow their wealth need to give Thomas a call ASAP.

Dan K.

5/5

We had our accounts at another broker, and we were unhappy with our returns. Every increase in account balances were met with a decline of near equal levels within the same month! As a result we were not gaining any long term returns. It took awhile to get everything moved over but out immediate results were better returns! We’re very happy with our decisions to change our brokerage to HERRERA MAY Wealth Management

William M.

5/5

Thomas May is not only very professional but he is very good at what he does.
I would recommend his services to anyone.