The team behind Journey Wealth Management, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Roy Gagaza entered the industry after retiring from serving as an officer in the military for more than 20 years.
Now, he assists clients in working toward their retirement dreams by developing well-thought-out financial strategies. Roy's professional goal is to help others receive the financial resources they need and the sound guidance they deserve. He respects his clients' wishes and genuinely cares about helping them pursue their goals, all while striving to build and maintain long-lasting relationships with them and their families.
Now, he assists clients in working toward their retirement dreams by developing well-thought-out financial strategies. Roy's professional goal is to help others receive the financial resources they need and the sound guidance they deserve. He respects his clients' wishes and genuinely cares about helping them pursue their goals, all while striving to build and maintain long-lasting relationships with them and their families.
Services
At Journey Wealth Management, LLC, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We use easy-to-understand language to help clients better comprehend their choices. Additionally, we will help guide you through an easy process of selecting a Medicare Supplement Insurance Plan that makes sense for you. You can enroll in a Medicare supplement plan without medical underwriting -- IF you apply during your six-month open enrollment period that begins when your Medicare Part B becomes effective.
Reviews (3)
Mila Leuenberger
Dec 05, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We have been with Roy since the early days of his business and have been very satisfied with his knowledge. I highly recommend you team up with Roy if you are looking for a good honest finance planner. Roy and his office staff are like family.
We have been with Roy since the early days of his business and have been very satisfied with his knowledge. I highly recommend you team up with Roy if you are looking for a good honest finance planner. Roy and his office staff are like family.
Janice Bresee
Aug 29, 2021
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Two generations of my family have been with Roy for almost as long as he has been in business. He closely follows market trends and shares this information with his clients via weekly emails, seminars and personal annual reviews. The patience and detail he offers is unmatched. If this isn't enough, Roy also employs some very well-trained and talented personnel that just adds to his quality services.
Marla Corfiatis
Aug 20, 2021
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We have been clients of Roy Gagaza at Journey Wealth Management for at least 15 years. Roy’s friendly, thorough, and expert service is trusted and much appreciated. Roy is client centered working hard to ensure our assets are safe, making our retirement basically worry free and comfortable. We highly recommend Roy Gagaza. He’s not only our financial advisor, he’s also become a friend.
Craig & Marla Corfiatis
Craig & Marla Corfiatis
