Lucey Wealth Advisors LLC in Petaluma

Review №1

2021-08-31 22:30:00

I have been a customer of the Lucey Wealth Advisors for more than 5 years. I have found Mike Lucey and all of his associates to be excellent in terms of knowledge and service. Mike has helped me to have a very secure retirement by placing a large chunk of funds in an American Equity annuity which will give me a substantial monthly payment for life. He has steered me in other investments that have done very well during the last few years. Whether I talk to Mike or Jeff Pfeiffer, I feel confident that they are putting my financial needs and goals first. They are always prompt in returning messages and courteous to a fault. Their fees are very reasonable for what you get in return. Highly recommended.

Review №2

2021-08-27 17:43:51

I used Lucey Wealth Advisors and they are very professional, extremely responsive and trustworthy. Mike Lucey assist me when I was having difficulty searching and selecting a good retirement annuity program.He researched and showed me the list of the top rated annuity companies that allowed me to select the best annuity company for me. Moreover, Mr. Lucy processed a complicated funding structure for my final retirement distribution.I am thoroughly satisfied with the quality of their trustworthiness and professional services.My 5 star rating is absolute.AV, San Jose, CaAV San Jose, CaAV San Jose California

Review №3

2021-08-31 21:01:23

I wish to highly commend Michael Lucey and his very able business partners on their advice and management of my wife and my retirement portfolio and investments. From our very first meeting, Mike has been swift to listen, analyze and provide sound investment information specific to our needs and requirements. He provided us with the spread charts and data to help us monitor our portfolio and maximize our returns. We meet on an annual basis to have a client review, provide the latest updates and plan for our daughters fiscal future as well.During all of this time Mike and his excellent business partner, Jeff Pfeiffer, have been understanding and very swift in their response time to our communiques. And yes, all of this with a refreshing sense of Irish humor !Sincerely,Paul and Lynn Young

Review №4

2021-08-31 00:42:27

My experience working with Lucey Wealth Advisors was superb. Mike and his team are exceptionally thorough, trustworthy and highly-professional. Looking forward to a long-term (and very fruitful) working relationship.

Review №5

2021-11-10 23:29:49

I received excellent customer care from Kevin Lucey when I consulted him for a problem I was having with a Medicare Drug Prescription Plan I was enrolled in.He was extremely professional and answered all my questions in a timely manner. In just a few short hours of research he solved the problem that had taken me weeks to try to resolve.He was friendly and personable yet always had his facts ready to discuss in a very straightforward manner.I would recommend Kevin Lucey to anyone who is bogged down in the mire of Medicare plans and needs a clear picture of what is available.

Review №6

2021-08-31 19:03:53

I have been extremely pleased with the quality of the service. Mike, Jeff and his team are very responsive, knowledgeable and helpful. I have been using their Annuity and Life insurance products for approximately 6 years and would highly recommend their services

Review №7

2021-09-06 16:08:00

I would highly recommend Lucey Wealth Advisors for their remarkable financial knowledge. From investing to insurance they are very experienced.

Review №8

2021-09-13 16:33:59

Mike Lucey helped me reorganize my investments for retirement and was a real pleasure to work with.

Review №9

2021-08-30 19:28:09

You cannot go wrong with this group, extremely unique planning, best Ive seen thus far!