LUCIA CAPITAL GROUP
Lucia Capital Group is a financial services company that provides financial planning, investment management, annuities, and insurance. Their wealth managers use a strategy-first approach to create portfolios that are dynamic and tailored to each investor. Wealth managers evaluate a variety of criteria while establishing a plan, including time horizon, income requirement, risk tolerance, tax bracket, and investment choice. Lucia Capital Group is headquartered in San Diego, California and was founded in 2010.
LUCIA CAPITAL GROUP
Industry:
Consulting Financial Services Retirement
Founded:
2010-01-01
Address:
San Diego, California, United States
Country:
United States
Website Url:
http://www.luciacap.com
Total Employee:
101+
Status:
Active
Contact:
+1-800-644-1150
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics
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Official Site Inspections
http://www.luciacap.com Semrush global rank: 2.32 M Semrush visits lastest month: 8.03 K
- Host name: 67.227.191.251
- IP address: 67.227.191.251
- Location: Lansing United States
- Latitude: 42.7348
- Longitude: -84.6245
- Metro Code: 551
- Timezone: America/Detroit
- Postal: 48917
More informations about "Lucia Capital Group"
Financial Planning, Retirement, and Investing » Lucia Capital Group
Get clear financial advice to help yourself and the ones you love most. Gain clarity regarding your financial future. Receive a personal financial dashboard tailored to your specific goals. Stay on …See details»
About Lucia Capital Group
At Lucia Capital Group, we strive to help families and individuals increase the probability of managing their goals, gain confidence, and address their life’s purpose by providing …See details»
Client Access - Lucia Capital Group
Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft. It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed.See details»
Lucia Capital Group - HR.com
Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP®, CPA, ChFC, …See details»
Lucia Capital Group - LinkedIn
Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a...See details»
Lucia Capital Group: Contact Details and Business Profile
Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what …See details»
Lucia Capital Group - Crunchbase Company Profile & Funding
Lucia Capital Group is a financial services company that provides financial planning, investment management, annuities, and insurance. View contacts for Lucia Capital Group to access new …See details»
Lucia Capital Group - Company Profile & Staff Directory
Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP®, CPA, ChFC, …See details»
Lucia Capital Group - Overview, News & Similar companies
Apr 10, 2023 · Lucia Capital Group contact info: Phone number: (800) 644-1150 Website: www.luciacap.com What does Lucia Capital Group do? Lucia Capital Group, along with its …See details»
Meet the Team » Lucia Capital Group
Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset …See details»
Lucia Capital - Craft
Lucia Capital (LPL Financial Holdings) is a financial advisory and brokerage company. It offers retirement and tax planning, insurance, asset and investment management, income annuities, …See details»
Lucia Capital Group | San Diego CA - Facebook
Lucia Capital Group, San Diego, California. 621 likes · 15 talking about this · 23 were here. Your future. Managed. Get clear financial advice to help...See details»
Lucia Capital Group - 12 Reviews - Financial Services in San
Read 12 customer reviews of Lucia Capital Group, one of the best Financial Services businesses at 13520 Evening Creek Dr N #300, Suite 300, San Diego, CA 92128 United States. Find …See details»
Raymond J. Lucia Jr. | Chief Executive Officer - Lucia Capital Group
My team can help you craft a personalized investment strategy, helping you work towards your financial goals. As the chairman of Lucia Capital Group, Ray Lucia Jr. is responsible for …See details»
luciacap.com - Company Profile - Tracxn
Luciacap.com - Financial Planning & advisors Firm. luciacap.com has 22404 competitors.See details»
Lucia Capital Group’s Post - LinkedIn
We are excited to announce that Lucia Capital Group is the presenting sponsor of the Vines and Vittles Family Festival, for the second year in a row, returning to Webb Park in Rancho …See details»
Lucia Capital Group - YouTube
The Lucia Capital Group YouTube channel is an educational resource for retirees and those nearing retirement. Third party posts found on this profile do not ...See details»
Contact Us - Lucia Capital Group
Lucia Capital Group is a family of financial service companies with office locations and meeting centers in cities nationwide. If you are an existing client, click here to complete the Lucia …See details»
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Guide to literacy levels on the survey of literacy skills used in daily activitiesSee details»
Manage Your Future - Lucia Capital Group
Our team of financial advisors accesses talent both inside and outside the firm to create a personalized strategy with a carefully selected assortment of investments for each investor. …See details»