What People love about this company
Alec P. Tuckman, AIF®, ChFC®, CRC®, Fiduciary Wealth Advisor and Certified Retirement Counselor, is licensed in Securities, Insurance and Real Estate. Raised by two economists, he has had 40+ years of education on how money makes money. At our firm, we are big believers in education, transparency, clarity and integrity. We focus on 4 client goals: 1. GROW. Invest using aggressive strategies for potentially higher gains. 2. PROTECT. Utilize risk mitigation techniques to avoid a 2008 scenario (55% stock market decline). 3. INCOME. Create a retirement income stream that lasts as long as you do. 4. TAX STRATEGY. Develop a tax plan to grow and take retirement income tax free. Call us today. ***We do NOT offer loans or debt relief services.***
Alec P. Tuckman, AIF®, ChFC®, CRC®, Fiduciary Wealth Advisor and Certified Retirement Counselor, is licensed in Securities, Insurance and Real Estate. Raised by two economists, he has had 40+ years of education on how money makes money. At our firm, we are big believers in education, transparency...
see more(5) Reviews for this company
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Daniel Lozano
I had spoken with Mr. Alec Tuckman and I couldn’t ask for better service. Professional, respectful, and most of all very helpful. 10/10 experience. Big thanks to him and the company!
A
Ashish Patil
I contacted Alec Tuckman at Los Angeles Ramsey SmartVestor Pro specifically for help with a 529 college savings plan, and he absolutely delivered. As a Dave Ramsey SmartVestor Pro who gets the baby steps inside and out, Alec took the … More
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Mr L
I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.
Y
YA Amirkhani
It was a pleasure speaking with Mr.Alec P.Tuckman about my financial situation. He provided valuable advice and even referred me to a lawyer, which was a tremendous help. We spoke for approximately 30 minutes at no charge, which truly amazed me. It’s reassuring to know that there are still genuine and helpful professionals out there. “I wholeheartedly recommend him to anyone seeking honest advice and professional support.” Services Financial planning
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Luther Jackson
Alec was very helpful helping begin my Roth IRA journey. He explained in a way that made it simple and plain. Thank you!!! … More
(5) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(5)
A
Ashish Patil
I contacted Alec Tuckman at Los Angeles Ramsey SmartVestor Pro specifically for help with a 529 college savings plan, and he absolutely delivered. As a Dave Ramsey SmartVestor Pro who gets the baby steps inside and out, Alec took the … More
D
Daniel Lozano
I had spoken with Mr. Alec Tuckman and I couldn’t ask for better service. Professional, respectful, and most of all very helpful. 10/10 experience. Big thanks to him and the company!
L
Luther Jackson
Alec was very helpful helping begin my Roth IRA journey. He explained in a way that made it simple and plain. Thank you!!! … More
Y
YA Amirkhani
It was a pleasure speaking with Mr.Alec P.Tuckman about my financial situation. He provided valuable advice and even referred me to a lawyer, which was a tremendous help. We spoke for approximately 30 minutes at no charge, which truly amazed me. It’s reassuring to know that there are still genuine and helpful professionals out there. “I wholeheartedly recommend him to anyone seeking honest advice and professional support.” Services Financial planning
M
Mr L
I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.
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