Longroad Wealth Managers, LLC is an independent financial services firm based in Tustin, California. The company focuses on providing personalized financial guidance and a wide range of financial products and services, including retirement planning, investment management, and insurance services. Their approach is centered on educating clients to help them make prudent decisions about their financial future, operating with a commitment to integrity and client-first service. They are affiliated with LPL Financial as their broker-dealer.

Founded in

United States