Ledwith Financial Wealth Management

Ledwith Financial Wealth Management is a Financial Planner in Morgan Hill, CA, located at 55 W 1st St. The firm provides financial planning, retirement planning, education planning, and real financial strategy solutions tailored to individual clients. Ledwith Financial Wealth Management holds a rating of 5.00 based on customer reviews.

Ledwith Financial Wealth Management partners with clients to identify financial priorities and create realistic plans that reflect personal values. The firm offers a multifaceted approach using a tailored mix of strategies and products for short-term and long-term goals. Ledwith Financial Wealth Management provides in-depth, values-based financial planning with the expertise of a CERTIFIED FINANCIAL PLANNER PRACTITIONER™. The firm offers independent financial advice and individualized services designed to support specific lifestyles and personal financial goals. Clients have the ability to consolidate and manage all financial records in one location accessible 24/7 online. The team includes Brad Ledwith, an LPL Financial Advisor, and Maribel Bodle, the Sr. Branch Operations Manager and Executive Assistant. Ledwith Financial Wealth Management is backed by the full resources of LPL Financial.

Ledwith Financial Wealth Management is known for its positive rating from the customers who have reviewed it.

Ledwith Financial Wealth Management combines its values-based financial planning approach with its 5.00 rating to serve Morgan Hill residents seeking personalized wealth management.

The firm is situated on W 1st St, just a tenth of a mile from West Main Avenue and Monterey Road. It is also located near West Little Llagas Creek and Third Street Creek Park.

BizScoreAI gives Ledwith Financial Wealth Management a Technical score of 87 out of 100, which means the website is secure and easy for search engines to read. The business also receives a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page to help recommend the firm.