We've Been Solving Financial Puzzles
Since 1975

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Safe Money Radio

 

 

 as heard on AM 760 Radio, Saturdays 2-3 pm

  

Please mail all correspondence to Laurel Wealth Advisors, 8008 Girard Avenue, Suite #330, La Jolla, CA 92037 

 

NOTICE: Investment Advisory services offered through Laurel Wealth Advisors, Inc., a Registered Investment Adviser. The information contained in this e-mail confidential and intended only for the recipient(s) named above. If this message has been received in error, you hereby are notified that any review, dissemination or copying of this item and any attachments, is strictly prohibited. If you have received this e-mail in error, please immediately notify the sender by return e-mail, and delete this message and accompanying attachments, from your system. Please be advised voicemail, fax, or email instructions to buy or sell assets in your account are not valid and will not be executed; trading instructions may only be received and acted upon in real time. To help protect your privacy, we recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via email. Under the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review. 

 

Additional information regarding Laurel Wealth Advisors, Inc. may be found on the SEC's website ww.adviserinfo.sec.gov

 (Firm CRD #157139 /SEC #801-72334), by calling us at 858.459.1101, or by visiting us at 8008 Girard Avenue, Suite #330, La Jolla, CA 92037.

about us

What We Do

Wealth Preservation, LLC is a boutique independent Financial Services Firm offering estate planning, life insurance, retirement planning, and wealth management. For over four decades, Wealth Preservation, LLC has been noted for applying sound and time-tested strategies for their clients & establishing personalized custom tailored planning designed to protect you & your family for multiple generations; including: Life Insurance, Retirement, Wealth Management coordinated with Social Security benefits. Wealth Preservation, LLC prides itself on exceptional personalized customer service to all their clients while offering the most advanced planning methods available. While we are located in Southern California, we are licensed nationwide and work with clients across the country.

1

Estate Planning

2

LIFE INSURANCE

3

RETIREMENT PLANNING

4

ANNUITIES

1

PREMIUM FINANCE LIFE INSURANCE

2

IRA / 140(K) ROLLOVER OPTIONS
 

3

EXTENDED CARE

TeSTIMONIALS

I wanted to protect and distribute my assets as I directed, rather than having the government do it for me. After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs. With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust. His down-to-earth manner made him a pleasure to deal with. He has always steered me in the right direction.

testimonialImg
Stanley Kravitz
Palo Alto, CA

Contact Us To Start Planning Today!

Call 1-800-313-PLAN (7526)

1-800-313-PLAN (7526) stu@wealthpreservationllc.com 

CA License # 0B50521