Share
Business ProfileforJourney Wealth Management, LLC
At-a-glance
Customer Reviews are not used in the calculation 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
- Location of This Business
- 903 W Center St Ste 7, Manteca, CA 95337-7315
- 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) 825-9955Primary Fax
- (209) 825-9955
Customer Complaints
0 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business.