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          Journey Wealth Management, LLC has 1 locations, listed below.

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            Business ProfileforJourney Wealth Management, LLC

            Insurance Services Office
            BBB accredited business

            At-a-glance

            Customer Reviews

            This business has 0 reviews

            Customer Complaints

            This business has 0 complaints

            BBB Rating & Accreditation

            Accredited Since: 2/18/2016

            Years in Business: 14

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            At Journey Wealth Management, LLC we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client-focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income, or accumulating capital.

            We have three locations to service you:
            California:   903 W. Center St. Suite #7
                                   Manteca, CA 95337

            Hawaii:        94-229 Waipahu Depot Street, Suite #502         500 Ala Moana Blvd. Suite #7400
                                   Waipahu, HI 96797                                                  Honolulu, HI 96813


            Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM).  AEWM and Journey Wealth Management, LLC are not affiliated companies.  Insurance products and services are offered through Journey Wealth Management, LLC dba: Journey Wealth Management and Insurance Services, LLC, an affiliated company.  CA Insurance License: 0L87925, HI Insurance License: 458231. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Journey Wealth Management, LLC, and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State.

            Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Journey Wealth Management, LLC is not engaged in the practice of law.

            Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.

            Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.


            Clicking the Like button does not constitute a testimonial for or endorsement of Journey Wealth Management LLC, Journey Wealth Management and Insurance Services, LLC, or any Investment Advisor Representative. This is the only mechanism available to circulate our Facebook page. “Like” is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for our firm since they are strictly prohibited. Please understand that we are required to delete such posts since this is a regulatory requirement.


            Business Details

            BBB File Opened:
            4/15/2010
            Years in Business:
            14
            Business Started:
            2/3/2010
            Business Started Locally:
            2/3/2010
            Business Incorporated:
            2/3/2010
            Accredited Since:
            2/18/2016
            Licensing Information:
            This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
            Type of Entity:
            Limited Liability Company (LLC)
            Number of Employees:
            8
            Alternate Business Name
            • Roy Y Gagaza, Financial Advisor
            Business Management
            • Mr. Roy Gagaza, President
            Contact Information

            Principal

            • Mr. Roy Gagaza, President
            Additional Contact Information

            Fax Numbers

            • (209) 825-9955
              Primary Fax

            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

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