Gini Sikes

I was seeking a financial advisor and saw an announcement for a talk at my local library for a financial advisor who specialized in women clients. My best friend had been introduced to an advisor who had really impressed her, and my friend suggested I use this person. I said "Let's go to the library, hear what this person has to say, and then I can meet your recommendation." We get to the library and the woman speaking Meagan, was the same person my friend had liked! Now we're both clients of Meagan. She is an avid listener, answers any and all questions, and besides being excellent at her job, is someone you want to know socially as well. A year in, and my money has grown impressively.PositiveResponsiveness, Quality, Professionalism, Value

John Knight

This was our first financial meeting via "zoom" and it was a good experience. Meagan was as usual her very personable self and fully prepared to review our portfolio in depth. We discussed a number of asset allocation changes we agreed to, and she promptly made the necessary changes in order to keep us as well prepared as possible for the upcoming year with its current political instability.Once the 2023 asset allocation have been finalized we would appreciate a hard copy to complete our financial file records.Just adding a couple of photos of us.

Elaine Ewing

I have been investing with Meagan Phelps at Empress Investments for a year. During that time she has managed to organize my portfolio and make money for the both of us. I always know the fees for her fiduciary service. She makes unbiased recommendations based on my conservative goals and tolerance of loss. She then allow me to make the decision.I am kept updated on my portfolio on a regular basis, as well as given the option of other services like tax preparation, estate planning, long term life insurance. If I ever have a question someone at the office calls me back immediately to address my concern.Meagan is knowledgeable about business, finance and totally charming. Once a decision is made, she is completely dedicated to it. I have received guidance on developing an overall investment strategy based upon my risk tolerance, asset allocation, structuring withdrawals from my retirement accounts. She is able to keep my fears and emotions in check by providing steady, fact-based advice a

Cheryl Marlowe

I have been using Empress Investment Group's services since August 2018, a year after I retired. I have found Meagan to be the utmost professional. She is extremely personable, attentive, knowledgeable and responsive to our needs. Her expertise in investing and the financial markets is second to none. I highly value Meagan's opinion and she has proven to be very instrumental in guiding me and my husband through the financial maze of retirement. I highly recommend her services to anyone retired, or thinking about your retirement years whether it's next week or 20 years from now.PositiveResponsiveness, Quality, Professionalism, Value

Minal D

I started working with Meagan just a little over 10 years ago. In that time, I have felt tremendous amount of support and encouragement from her and the entire Empress Investment Team- with everything from saving just a little more for retirement to giving me the encouragement when I needed to reduce the amount I was putting away. Whenever I have my annual meeting with Empress, they seem to really listen to my goals and concerns. What began as a conversation 10 years ago has allowed me to feel a lot more financially confident and secure. Do yourself a favor and reach out to Meagan. I highly recommend Empress!

Denice Ornelas

I am delighted to share that I have had the pleasure of knowing Meagan Phelps for over 18 years. Our paths first crossed when I purchased my initial home with limited financial resources. Over the years, Meagan consistently scheduled annual meetings to discuss my life circumstances and how I could align my financial strategies to meet both current and future needs. The accessibility of Meagan and her team in addressing any queries or apprehensions regarding my financial requirements has been exceptional. Their collective expertise instills confidence, making every interaction with the team a positive experience.It has been a journey for me to diligently save and strive towards my retirement objectives, and I am elated to witness substantial growth in my nest egg. The guidance provided by Meagan and her team at Empress Investment Group stands out due to their profound understanding of the financial landscape. Their recommendations have been instrumental in fostering the growth of my inv

Claire Risoli

I can’t say enough about my experience with Empress Investment Group! From the very start, their team has been incredibly hands-on, thorough, and truly invested in my financial goals. Their approach to wealth management is not only strategic but also personalized, ensuring that every detail is considered.What sets them apart is their exceptional service—they take the time to educate, empower, and guide you through every step, making complex financial decisions feel clear and achievable. I’ve never felt more confident about my financial future, knowing I have a dedicated team that genuinely cares.If you’re looking for a wealth management firm that is professional, proactive, and passionate about your success, Empress Investment Group is it! Highly recommend!

Patricia Nickle

I have been using (dealing with) Empress Investment Group for several years now and have been nothing but pleased with the entire group. I am quite pleased with Meagan and the way she handles all of my investments. She is not only a bright, intelligent attractive woman but she definitely cares about her clients. I have consulted with her, not only on investment matters but also on many personal matters and have been quite happy with the advice and care she has given me on all matters.Plus, the other members of her Empress Team (Mira, Angelica, Kera, Steve and others) are equally efficient, professional, friendly and caring.When any financial or investment matters need to be dealt with, you would be quite pleased with the services and care that is given to each individual at the Empress Investment Group.Patricia NickleLancaster, CA.

Roxanne Albee

Empress has been so reassuring during these serious times. I appreciate the newsletter keeping me up to date. It truely comforts me to feel so personally educated about my financial experience.ServicesFinancial planning, Estate planning, Wealth management

Roberto Juarez

Empress Investments is a very professional and knowledgeable group. They stay on top of market issues and fluctuations. They treat each client with respect and help them achieve their financial goals.ServicesFinancial planning, Insurance purchase consulting, Estate planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management

June Tomita

My meeting with Meagan is always punctual and pleasant. I felt I was given plenty of time and didn’t feel rushed. It was very informative and I really appreciate the support that Meagan and her staff has given me for many years. I’m so thankful that I met Meagan and Empress Investment Group.

Nonie Kimpitak

Before working with Empress Investment Group, financial meetings felt passive and left me feeling overwhelmed. That changed with Megan Phelps, who not only included me in the decision-making process but also took the time to break down my financial situation and outline clear steps toward my goals. For the first time, I felt in control and confident about my future.Megan’s team is incredibly knowledgeable and always has my best interests at heart. They make sure I never feel out of the loop or judged, no matter how small the issue. Thanks to them, I now have peace of mind about my retirement and financial future.ServicesFinancial planning, Retirement savings consulting, Investment advising

John Evelyn

Empress Investments has my gratitude for the professionalism, customer service, and outstanding financial communication they’ve provided prior to and after retirement. Under Megan Phelps, Empress Investments has proven to be a very progressive financial institution with strong leadership and dedicated employees who have completely impressed me with efficiency and punctuality serving as the hallmarks of their services.ServicesFinancial planning, Estate planning, Retirement savings consulting, Tax planning

Iris Weil

Meaghan Phelps and crew are very responsible and respectful! Her financial risk assessments very useful! My portfolio has done amazingly well, for years and not just because of market, but her recommendations on funds and stocks to choose! Her research is fantastic! Great communication, and love the weekly updates on market performance and what’s happening in the world affecting the market!You can check investment performance anytime, anywhere!Highly recommend