Empress Investment Group Review

"Understanding how to manage risk, rather than avoid it, is critical. Very few people grow wealth avoiding all risks."

- Meagan

Meagan Phelps, CEO of Empress Investment Group, smiling.
HANDPICKED
IN
2020

Ethical Investment Firm Focuses on Women's Financial Health


NAMEMeagan Phelps
PHONE NUMBER(310) 450-2904
ADDRESS3205 Ocean Park Blvd, Santa Monica, CA 90405
EMAILinfo@empressig.com
WEBSITEhttps://www.empressig.com/
SERVICES PROVIDEDFinancial Services, Financial Advisor, Investment, Legacy Planning, Retirement Planning, Tax Planning, Wealth Management, Loans & Banking
SERVICE AREAS Central
Atwater Village • Baldwin Hills • Bel Air • Beverly Grove • Beverly Hills • Boyle Heights • Century City • Cheviot Hills • Chinatown • Commerce • Culver City • Dockweiler • Dodgertown • Downtown • East Hollywood • East Los Angeles • Echo Park • Edendale • Fairfax • Firestone Park • Gramercy Park • Griffith Park • Hancock Park • Hollywood • Hollywood Hills • Hyde Park • Inglewood • Jefferson Park • Koreatown • Ladera Heights • Larchmont Village • Leimert Park • Los Angeles • Los Feliz • Macarthur Park • Mid-Wilshire • Miracle Mile • Mount Olympus • Oakwood • Outpost Estates • Palms • Park Mesa Heights • Pico Heights • Pico-Robertson • Pico-Union • Rancho Park • Rimpau • Silver Lake • University Park • Vermont • Vermont Square • Vernon • View Park • Watts • West Adams • West Hollywood • Westlake • Westwood • Whitley Heights • Windsor Hills

San Fernando Valley
Arleta • Bell Canyon • Burbank • Calabasas • Canoga Park • Chatsworth • Encino • Granada Hills • Granada Hills North • Hewitt • Hidden Hills • Lake Balboa • Lakeside Park • Mission Hills • North Hills • North Hollywood • Northridge • Pacoima • Panorama City • Porter Ranch • Reseda • San Fernando • San Fernando Valley • Shadow Hills • Sherman Oaks • Sherman Village • Studio City • Sun Valley • Sunland • Sylmar • Tarzana • Toluca Lake • Toluca Terrace • Tujunga • Universal City • Valley Glen • Valley Village • Van Nuys • West Hills • Winnetka • Woodland Hills

San Gabriel Valley
Alhambra • Altadena • Arcadia • City of Industry • College Hills • Crescenta Highlands • Cypress Park • Duarte • Eagle Rock • East Pasadena • East San Gabriel • El Monte • Flintridge • Glassell Park • Glendale • Happy Valley • Hastings Ranch • Highland Park • La Canada • La Crescenta • Lincoln Heights • Monrovia • Monterey Hills • Monterey Park • Montrose • Mount Washington • Pasadena • Rosemead • Rossmoyne • San Gabriel • San Gabriel Valley • San Marino • San Rafael Hills • Sierra Madre • South Pasadena • Temple City • Verdugo Viejo • Woodbury

South Bay
Alondra Park • Carson • Del Aire • Gardena • Harbor City • Harbor Gateway • Hawthorne • Hermosa Beach • Lawndale • Le Fresa • Lomita • Manhattan Beach • Palos Verdes Estates • Rancho Palos Verdes • Redondo Beach • Rolling Hills • Rolling Hills Estates • San Pedro • Seaside • Terminal Island • Torrance • Watts • Willowbrook • Wilmington

Westside
Brentwood • El Segundo • Fox Hills • Lennox • Malibu • Mar Vista • Marina del Rey • Montana • Ocean Park • Pacific Palisades • Playa del Rey • Playa Vista • Santa Monica • Sawtelle • Topanga • Venice • West Los Angeles • Westchester • Westside

1 User Reviews
  • Overall Satisfaction
  • Quality of Work
  • Customer Service
  • Value for Price

Lisa Bevis

Burbank - October 8, 2020

Before meeting Meagan, I always felt like I was being sold something by financial advisors. I attended a talk specifically for women and investing where I heard Meagan say that women traditionally had not paid attention to finances. That really stuck with me, and I thought that I better grab my bull by the horns and make sure I have a plan. Not only did she review my finances and explain things clearly, but she also offered information on things like wills, trusts, refinancing property and potential long-term care costs. This is by far the most inclusive financial planning assistance that I’ve ever received. I’m a very cautious investor so I appreciate that Meagan keeps focused on reality, not the “pie in the sky”. I always look forward to meetings with Meagan and her team as I know that my concerns are truly heard and they have my best interest at heart.

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