Empowering our clients to spend their lives living
Luca Partners is a financial services company that is dedicated to bringing order to the chaos that surrounds a family's financial planning. Our team of highly talented and experienced professionals is committed to providing comprehensive financial planning and guidance to help families achieve their financial goals.
At Luca Partners, we believe that every family deserves a plan to achieve their financial objectives. Our approach is rooted in providing personalized financial planning and guidance to help families make informed decisions about their financial futures. We understand that every family is unique, and we tailor our approach to meet the specific needs and goals of each individual.
Our Services
We offer a wide range of financial services to help families achieve their financial goals. Our services include:
- Comprehensive Financial Planning: We work with families to create a customized financial plan that aligns with their goals and values.
- Investment Management: We provide investment management services to help families grow their wealth over time.
- Retirement Planning: We help families plan for a secure and comfortable retirement.
- Insurance Planning: We provide guidance on insurance options to protect families' financial futures.
- Estate Planning: We help families plan for the distribution of their assets after they pass away.
Our Team
Our team is led by experienced professionals who are passionate about helping families achieve their financial goals. Our team members have received numerous awards and recognition for their expertise and commitment to their clients.
Our Mission
At Luca Partners, our mission is to empower our clients to spend their lives living. We believe that financial planning should be tailored to each individual's unique circumstances and goals. We are committed to providing exceptional service, expertise, and personalized attention to our clients.
Poor Customer Service Experiences
Reviews indicate a lack of satisfactory service from the company. The reviewers have encountered issues with processing taxes, a lack of respect, and poor follow-up, resulting in unsatisfied clients. The reviewers were unable to receive the services they paid for, and the company failed to demonstrate empathy or care for their clients' needs.
Taxes and Service Issues
Multiple reviewers have reported difficulty with processing taxes, which led to frustration and disappointment. The delayed or missing tax processing caused delays in receiving services, adding to the overall negative experience.
Lack of Respect and Follow-up
Reviewers have expressed disappointment with the company's response to their concerns. The company failed to show respect or care for clients' needs, leading to a lack of confidence in their ability to deliver satisfactory service.
Unsatisfied Clients
The reviewers were unable to receive the services they paid for, and the company failed to provide a solution or clear timeline for completion. The experience was marked by poor communication, lack of transparency, and unsatisfactory service.
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