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Business Profile

Insurance Services Office

Journey Wealth Management, LLC

Headquarters

About

About This Business

Journey Wealth Management, LLC has locations in Manteca, CA, Waipahu, HI & Honolulu, HI that offer services in risk tolerance, investment goals, desired returns, time horizon, cash requirements, preserving principal, tax situation, maximizing income, and accumulating capital. Journey Wealth Management, LLC is not engaged in the practice of law.

 

BBB Accredited Since: 2/18/2016

Years in Business: 16

Products and Services

Annuities, Financial Roadmaps, Healthcare Planning, Income Strategies, Insurance Services, Legacy Planning, Retirement Planning, Tax Efficiency, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
4/15/2010
Business Started:
2/3/2010
Business Started Locally:
2/3/2010
Business Incorporated:
2/3/2010
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Roy Y Gagaza
Business Management:
Mr. Roy Gagaza, President

Additional Contact Information

Principal Contacts
Mr. Roy Gagaza, President
Fax numbers
Primary Fax: (209) 825-9955
Additional Phone Numbers
Other Phone: (209) 255-5806
Additional Email Addresses
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Social Media
Facebook

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.

BBB records show a license number of 162412 for this business, issued by Investment Firms & Security Brokers

Investment Firms & Security Brokers

(Regulated by the State Dept. Of Corporations)

Sacramento CA 95814

Additional Information

Business Categories
Insurance Services Office

Latest Reviews

  • Milton Y

    "I left a well thoughtout review that took me ALOT of time. WHY ISN'T IT SHOWING UP?" ... Read full review

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